Regal Investment Advisors LLC Raises Holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

Regal Investment Advisors LLC increased its holdings in iShares ESG Advanced MSCI USA ETF (NASDAQ:USXFGet Rating) by 25.7% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 27,207 shares of the company’s stock after acquiring an additional 5,564 shares during the period. Regal Investment Advisors LLC owned approximately 0.17% of iShares ESG Advanced MSCI USA ETF worth $1,073,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the stock. HighTower Advisors LLC purchased a new position in iShares ESG Advanced MSCI USA ETF in the fourth quarter worth approximately $450,000. Aufman Associates Inc purchased a new position in iShares ESG Advanced MSCI USA ETF in the fourth quarter worth approximately $273,000. First Horizon Advisors Inc. boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 1,606.3% during the fourth quarter. First Horizon Advisors Inc. now owns 23,154 shares of the company’s stock worth $912,000 after buying an additional 21,797 shares during the period. Leverty Financial Group LLC purchased a new position in shares of iShares ESG Advanced MSCI USA ETF during the fourth quarter worth $26,000. Finally, Orion Portfolio Solutions LLC boosted its position in shares of iShares ESG Advanced MSCI USA ETF by 35.2% during the fourth quarter. Orion Portfolio Solutions LLC now owns 17,558 shares of the company’s stock worth $692,000 after buying an additional 4,567 shares during the period.

Shares of USXF traded up $0.90 during midday trading on Friday, hitting $31.53. 45,317 shares of the stock were exchanged, compared to its average volume of 81,600. iShares ESG Advanced MSCI USA ETF has a 52-week low of $30.10 and a 52-week high of $39.91. The stock has a fifty day simple moving average of $34.14 and a 200 day simple moving average of $36.30.

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, March 30th. Investors of record on Friday, March 25th were given a dividend of $0.081 per share. The ex-dividend date was Thursday, March 24th. This represents a $0.32 annualized dividend and a dividend yield of 1.03%.

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Institutional Ownership by Quarter for iShares ESG Advanced MSCI USA ETF (NASDAQ:USXF)

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