Mbe Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History

Mbe Wealth Management, LLC

$170 Million
Q4 2024

A detailed history of Mbe Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Mbe Wealth Management, LLC holds 4,832 shares of USXF stock, worth $252,906. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,832

Holding current value

$252,906

% of portfolio

0.14%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 22, 2025	BUY	$48.45 - $52.57 $234,110 - $254,018	4,832 New	4,832 $240,000

Others Institutions Holding USXF

# of Institutions

240

Shares Held

18.8M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.55M
Shares

$238 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$141 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$71.1 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

623K
Shares

$32.6 Million
1.11% of portfolio
Lpl Financial LLC Fort Mill, SC

586K
Shares

$30.7 Million
0.01% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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Mbe Wealth Management, LLC Ishares Esg Advanced Msci Usa Transaction History