Simplicity Wealth,Llc Ishares Esg Advanced Msci Usa Transaction History

Simplicity Wealth,Llc

$1.04 Billion
Q3 2024

A detailed history of Simplicity Wealth,Llc transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Simplicity Wealth,Llc holds 4,310 shares of USXF stock, worth $216,749. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,310

Holding current value

$216,749

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$43.59 - $49.35 $187,872 - $212,698	4,310 New	4,310 $211,000

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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Simplicity Wealth,Llc Ishares Esg Advanced Msci Usa Transaction History