Retirement Planning CO Of New England, Inc. Ishares Esg Advanced Msci Usa Transaction History

Retirement Planning CO Of New England, Inc.

$181 Million
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 06, 2022	SELL	$32.88 - $39.25 $4,932 - $5,887	-150 Closed	0 $0
Q4 2021 Feb 08, 2022	BUY	$35.87 - $39.84 $5,380 - $5,976	150 New	150 $5,000

Others Institutions Holding USXF

# of Institutions

224

Shares Held

18.6M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

4.53M
Shares

$228 Million
0.07% of portfolio
Black Rock Inc. New York, NY

2.69M
Shares

$135 Million
0.0% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

1.36M
Shares

$68.3 Million
0.24% of portfolio
Sig Fig Wealth Management, LLC San Francisco, CA

605K
Shares

$30.4 Million
1.06% of portfolio
Adviser Investments LLC

584K
Shares

$29.3 Million
0.36% of portfolio

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

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