Rfg Advisory, LLC Ishares Esg Advanced Msci Usa Transaction History

Rfg Advisory, LLC

$3.18 Billion
Q3 2024

A detailed history of Rfg Advisory, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Rfg Advisory, LLC holds 13,527 shares of USXF stock, worth $680,272. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,527

Holding current value

$680,272

% of portfolio

0.02%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 16, 2024	BUY	$43.59 - $49.35 $589,641 - $667,557	13,527 New	13,527 $663,000
Q2 2022 Aug 09, 2022	SELL	$28.63 - $36.15 $418,742 - $528,729	-14,626 Closed	0 $0
Q1 2022 May 11, 2022	BUY	$32.88 - $39.25 $480,902 - $574,070	14,626 New	14,626 $522,000

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

More about USXF

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