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

Modern Wealth Management, LLC

  • $5.05 Trillion
  • Q3 2025

A detailed history of Modern Wealth Management, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Modern Wealth Management, LLC holds 29,150 shares of USXF stock, worth $1.66 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,150
Previous 24,952 16.82%
Holding current value
$1.66 Million
Previous $1.35 Million 124107.81%
% of portfolio
0.03%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
$53.69 - $57.31 $225,390 - $240,587
4,198 Added 16.82%
29,150 $1.67 Billion
Q2 2025

Nov 12, 2025
BUY
$41.54 - $53.93 $164,664 - $213,778
3,964 Added 18.89%
24,952 $1.35 Million
Q2 2025

Aug 14, 2025
BUY
$41.54 - $53.93 $276,074 - $358,418
6,646 Added 46.34%
20,988 $1.13 Million
Q1 2025

May 15, 2025
BUY
$46.38 - $52.65 $665,181 - $755,106
14,342 New
14,342 $669 Million

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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