Marcum Wealth, LLC Ishares Esg Advanced Msci Usa Transaction History

Marcum Wealth, LLC

  • $1.14 Billion
  • Q1 2025

A detailed history of Marcum Wealth, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Marcum Wealth, LLC holds 11,607 shares of USXF stock, worth $661,250. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,607
Previous 11,583 0.21%
Holding current value
$661,250
Previous $575,000 6.26%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 02, 2025
BUY
$46.38 - $52.65 $1,113 - $1,263
24 Added 0.21%
11,607 $539,000
Q4 2024

Jan 13, 2025
SELL
$48.45 - $52.57 $92,151 - $99,988
-1,902 Reduced 14.1%
11,583 $575,000
Q3 2024

Oct 08, 2024
SELL
$43.59 - $49.35 $16,651 - $18,851
-382 Reduced 2.75%
13,485 $661,000
Q2 2024

Jul 02, 2024
BUY
$41.56 - $47.79 $166 - $191
4 Added 0.03%
13,867 $645,000
Q4 2023

Jan 10, 2024
BUY
$33.24 - $39.9 $4,620 - $5,546
139 Added 1.01%
13,863 $552,000
Q3 2023

Oct 10, 2023
BUY
$34.33 - $37.33 $823 - $895
24 Added 0.18%
13,724 $475,000
Q2 2023

Jul 13, 2023
BUY
$32.33 - $35.95 $207,267 - $230,475
6,411 Added 87.95%
13,700 $492,000
Q1 2023

Apr 19, 2023
BUY
$30.39 - $33.7 $221,512 - $245,639
7,289 New
7,289 $241,000

Others Institutions Holding USXF

# of Institutions
282
Shares Held
16.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
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