Wade Financial Advisory, Inc Ishares Esg Advanced Msci Usa Transaction History

Wade Financial Advisory, Inc

$292 Million
Q1 2025

A detailed history of Wade Financial Advisory, Inc transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wade Financial Advisory, Inc holds 14,562 shares of USXF stock, worth $829,597. This represents 0.23% of its overall portfolio holdings.

Number of Shares

14,562

Previous 12,325 18.15%

Holding current value

$829,597

Previous $612,000 10.95%

% of portfolio

0.23%

Previous 0.21%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$46.38 - $52.65 $103,752 - $117,778	2,237 Added 18.15%	14,562 $679,000
Q4 2024 Jan 22, 2025	SELL	$48.45 - $52.57 $114,002 - $123,697	-2,353 Reduced 16.03%	12,325 $612,000
Q3 2024 Oct 28, 2024	BUY	$43.59 - $49.35 $78,287 - $88,632	1,796 Added 13.94%	14,678 $720,000
Q2 2024 Jul 25, 2024	BUY	$41.56 - $47.79 $56,854 - $65,376	1,368 Added 11.88%	12,882 $600,000
Q1 2024 May 13, 2024	BUY	$38.81 - $45.23 $133,855 - $155,998	3,449 Added 42.77%	11,514 $519,000

Q4 2023 Feb 09, 2024	BUY	$33.24 - $39.9 $5,783 - $6,942	174 Added 2.21%	8,065 $321,000
Q3 2023 Oct 10, 2023	BUY	$34.33 - $37.33 $39,479 - $42,929	1,150 Added 17.06%	7,891 $273,000
Q2 2023 Aug 09, 2023	SELL	$32.33 - $35.95 $26,801 - $29,802	-829 Reduced 10.95%	6,741 $242,000
Q1 2023 Apr 07, 2023	BUY	$30.39 - $33.7 $230,052 - $255,109	7,570 New	7,570 $250,000
Q3 2022 Oct 26, 2022	BUY	$28.02 - $34.07 $48,754 - $59,281	1,740 Added 14.7%	13,580 $381,000
Q2 2022 Aug 05, 2022	BUY	$28.63 - $36.15 $338,979 - $428,016	11,840 New	11,840 $354,000

Others Institutions Holding USXF

# of Institutions

282

Shares Held

16.7M

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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Wade Financial Advisory, Inc Ishares Esg Advanced Msci Usa Transaction History