Values Added Financial LLC Ishares Esg Advanced Msci Usa Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Values Added Financial LLC holds 23,430 shares of USXF stock, worth $1.33 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
23,430
Previous 14,729 59.07%
Holding current value
$1.33 Million
Previous $794 Million 69.05%
% of portfolio
0.6%
Previous 0.39%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
$53.69 - $57.31 $467,156 - $498,654
8,701 Added 59.07%
23,430 $1.34 Billion
Q2 2025

Jul 23, 2025
BUY
$41.54 - $53.93 $164,207 - $213,185
3,953 Added 36.68%
14,729 $794 Million
Q1 2025

Apr 28, 2025
BUY
$46.38 - $52.65 $228,931 - $259,880
4,936 Added 84.52%
10,776 $503 Million
Q4 2024

Jan 29, 2025
BUY
$48.45 - $52.57 $282,948 - $307,008
5,840 New
5,840 $290 Million
Q2 2023

Jul 24, 2023
BUY
$32.33 - $35.95 $227,085 - $252,512
7,024 New
7,024 $253 Million

Others Institutions Holding USXF

# of Institutions
283
Shares Held
16.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES ESG ADVANCED MSCI USA

USXF Quotes by TradingView
  • Ticker USXF
  • Sector Technology
More about USXF
Track This Portfolio

Track Values Added Financial LLC Portfolio

Follow Values Added Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Values Added Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Values Added Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email