United Capital Financial Advisers, LLC Ishares Esg Advanced Msci Usa Transaction History

United Capital Financial Advisers, LLC

$19.9 Billion
Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 78,836 shares of USXF stock, worth $3.97 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

78,836

Previous 79,833 1.25%

Holding current value

$3.97 Million

Previous $3.72 Million 4.06%

% of portfolio

0.02%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$43.59 - $49.35 $43,459 - $49,201	-997 Reduced 1.25%	78,836 $3.87 Million
Q2 2024 Aug 14, 2024	BUY	$41.56 - $47.79 $386,840 - $444,829	9,308 Added 13.2%	79,833 $3.72 Million
Q1 2024 May 15, 2024	SELL	$38.81 - $45.23 $68,150 - $79,423	-1,756 Reduced 2.43%	70,525 $3.18 Million
Q4 2023 Feb 14, 2024	BUY	$33.24 - $39.9 $2.4 Million - $2.88 Million	72,281 New	72,281 $2.88 Million
Q2 2022 Aug 11, 2022	BUY	$28.63 - $36.15 $26,883 - $33,944	939 Added 14.12%	7,588 $227,000
Q1 2022 May 16, 2022	SELL	$32.88 - $39.25 $26,862 - $32,067	-817 Reduced 10.94%	6,649 $237,000
Q4 2021 Feb 14, 2022	BUY	$35.87 - $39.84 $267,805 - $297,445	7,466 New	7,466 $294,000

Others Institutions Holding USXF

# of Institutions

245

Shares Held

19M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI USA

Ticker USXF
Sector Technology

More about USXF

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United Capital Financial Advisers, LLC Ishares Esg Advanced Msci Usa Transaction History