West Wealth Group, LLC Ishares Esg Advanced Msci Usa Transaction History

West Wealth Group, LLC

  • $306 Million
  • Q3 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, West Wealth Group, LLC holds 10,969 shares of USXF stock, worth $551,631. This represents 0.18% of its overall portfolio holdings.

Number of Shares
10,969
Previous 11,254 2.53%
Holding current value
$551,631
Previous $524,000 2.67%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 23, 2024
SELL
$43.59 - $49.35 $12,423 - $14,064
-285 Reduced 2.53%
10,969 $538,000
Q2 2024

Aug 01, 2024
SELL
$41.56 - $47.79 $15,626 - $17,969
-376 Reduced 3.23%
11,254 $524,000
Q1 2024

May 08, 2024
SELL
$38.81 - $45.23 $6,675 - $7,779
-172 Reduced 1.46%
11,630 $525,000
Q4 2023

Jan 18, 2024
BUY
$33.24 - $39.9 $9,273 - $11,132
279 Added 2.42%
11,802 $469,000
Q3 2023

Oct 06, 2023
BUY
$34.33 - $37.33 $15,517 - $16,873
452 Added 4.08%
11,523 $399,000
Q2 2023

Jul 26, 2023
BUY
$32.33 - $35.95 $1,260 - $1,402
39 Added 0.35%
11,071 $398,000
Q1 2023

Apr 06, 2023
SELL
$30.39 - $33.7 $23,126 - $25,645
-761 Reduced 6.45%
11,032 $364,000
Q4 2022

Jan 23, 2023
BUY
$27.72 - $32.46 $32,986 - $38,627
1,190 Added 11.22%
11,793 $0
Q3 2022

Oct 21, 2022
SELL
$28.02 - $34.07 $12,580 - $15,297
-449 Reduced 4.06%
10,603 $297,000
Q2 2022

Jul 27, 2022
SELL
$28.63 - $36.15 $59,321 - $74,902
-2,072 Reduced 15.79%
11,052 $330,000
Q1 2022

May 05, 2022
BUY
$32.88 - $39.25 $257,253 - $307,092
7,824 Added 147.62%
13,124 $468,000
Q4 2021

May 05, 2022
BUY
$35.87 - $39.84 $190,111 - $211,152
5,300 New
5,300 $209,000

Others Institutions Holding USXF

# of Institutions
224
Shares Held
18.6M
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 West Wealth Group, LLC Portfolio

Follow West Wealth Group, 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 West Wealth Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Wealth Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email