Purchases and Sales Made in Q4 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI USA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.48KNew |
$314K - $341K
|
6.48K
$307K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.84KNew |
$283K - $307K
|
5.84K
$277K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.8K+ 8.37% |
$281K - $305K
|
75.2K
$3.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.49K+ 62.24% |
$266K - $288K
|
14.3K
$678K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.44KNew |
$264K - $286K
|
5.44K
$258K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 7.5% |
$261K - $283K
|
77K
$3.65M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.31K+ 6.2% |
$257K - $279K
|
90.9K
$4.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.2KNew |
$252K - $274K
|
5.2K
$247K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.12KNew |
$248K - $269K
|
5.12K
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.91K+ 2.34% |
$238K - $258K
|
214K
$10.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.9K+ 7.06% |
$237K - $257K
|
74.2K
$3.52M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$229K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.8KNew |
$233K - $253K
|
4.8K
$228K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.67KNew |
$226K - $245K
|
4.67K
$221K
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.56KNew |
$221K - $240K
|
4.56K
$216K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$212K - $230K
|
4.38K
$208K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$209K - $226K
|
4.31K
$204K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.22KNew |
$205K - $222K
|
4.22K
$200K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.22KNew |
$204K - $222K
|
4.22K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.16K+ 15.37% |
$202K - $219K
|
31.2K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.05K+ 22.85% |
$196K - $213K
|
21.8K
$1.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $213K
|
4.04K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.02KNew |
$195K - $212K
|
4.02K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.01K+ 5.3% |
$194K - $211K
|
79.7K
$3.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.89K+ 19.24% |
$188K - $204K
|
24.1K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.82K+ 17.06% |
$185K - $201K
|
26.2K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.75K+ 12.1% |
$182K - $197K
|
34.8K
$1.65M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.73K+ 13.49% |
$180K - $196K
|
31.3K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 41.9% |
$158K - $171K
|
11K
$524K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.2K+ 14.37% |
$155K - $168K
|
25.5K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.11K+ 22.73% |
$151K - $163K
|
16.8K
$796K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3KNew |
$145K - $158K
|
3K
$142K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.79KNew |
$135K - $147K
|
2.79K
$132K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.77K+ 49.39% |
$134K - $146K
|
8.37K
$397K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.69K+ 23.44% |
$130K - $142K
|
14.2K
$673K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 28.52% |
$130K - $142K
|
12.1K
$576K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.29K+ 14.41% |
$111K - $120K
|
18.2K
$861K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.22K+ 3.35% |
$108K - $117K
|
68.7K
$3.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.2K+ 5.83% |
$106K - $115K
|
39.9K
$1.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.08K+ 43.21% |
$101K - $109K
|
6.89K
$327K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08K+ 35.57% |
$101K - $109K
|
7.92K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 10.69% |
$97.9K - $106K
|
20.9K
$993K
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2K+ 6.86% |
$96.9K - $105K
|
31.2K
$1.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 22.02% |
$94.3K - $102K
|
10.8K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.94K+ 17.58% |
$94.1K - $102K
|
13K
$616K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.91K+ 17.42% |
$92.6K - $100K
|
12.9K
$611K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.62K+ 2.01% |
$78.6K - $85.3K
|
82.4K
$3.91M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.62K+ 1.73% |
$78.4K - $85.1K
|
95.4K
$4.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 10.17% |
$74.5K - $80.8K
|
16.6K
$789K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.45K+ 18.7% |
$70.1K - $76K
|
9.18K
$435K
|