A detailed history of Sowell Financial Services LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Sowell Financial Services LLC holds 13,657 shares of USXF stock, worth $686,810. This represents 0.03% of its overall portfolio holdings.

Number of Shares
13,657
Previous 14,509 5.87%
Holding current value
$686,810
Previous $675,000 0.74%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$43.59 - $49.35 $37,138 - $42,046
-852 Reduced 5.87%
13,657 $670,000
Q2 2024

Aug 13, 2024

SELL
$41.56 - $47.79 $1,413 - $1,624
-34 Reduced 0.23%
14,509 $675,000
Q1 2024

May 03, 2024

BUY
$38.81 - $45.23 $564,413 - $657,779
14,543 New
14,543 $656,000
Q3 2023

Nov 08, 2023

SELL
$34.33 - $37.33 $9,406 - $10,228
-274 Reduced 1.84%
14,632 $507,000
Q2 2023

Aug 14, 2023

BUY
$32.33 - $35.95 $481,910 - $535,870
14,906 New
14,906 $535,000
Q2 2021

Aug 05, 2021

SELL
$33.56 - $36.33 $26,009 - $28,155
-775 Closed
0 $0
Q1 2021

May 07, 2021

BUY
$30.94 - $33.33 $23,978 - $25,830
775 New
775 $27,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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