Purchases and Sales Made in Q4 2025 in Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2025. 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
Jan 08, 2026 Q4 2025
Asempa Wealth Advisors

Baton Rouge, LA
BUY
 -
11.5K
New
$650K - $686K
11.5K $658K
Jan 12, 2026 Q4 2025
Archer Investment Management, LLC

Austin, TX
BUY
 -
7.97K
New
$448K - $473K
7.97K $454K
Jan 23, 2026 Q4 2025
Northland Securities, Inc.

Minneapolis, MN
BUY
 -
5.26K
New
$296K - $312K
5.26K $299K
Jan 05, 2026 Q4 2025
Park Avenue Securities LLC

BUY
 -
4.99K
+ 1.66%
$280K - $296K
305K $17.4M
Jan 23, 2026 Q4 2025
Financial Connections Group, Inc.

BUY
 -
4.62K
+ 1.95%
$260K - $275K
242K $13.8M
Jan 08, 2026 Q4 2025
Traveka Wealth, LLC

San Jose, CA
BUY
 -
4.45K
New
$250K - $264K
4.45K $254K
Jan 16, 2026 Q4 2025
Values Added Financial LLC

Washington, DC
BUY
 -
4.17K
+ 17.81%
$235K - $248K
27.6K $1.57M
Jan 13, 2026 Q4 2025
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
3.89K
+ 3.38%
$219K - $231K
119K $6.78M
Jan 16, 2026 Q4 2025
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
2.99K
+ 0.45%
$168K - $177K
670K $38.2M
Jan 16, 2026 Q4 2025
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
2.4K
+ 7.94%
$135K - $142K
32.6K $1.85M
Jan 15, 2026 Q4 2025
Rcs Financial Planning, LLC

Annapolis, MD
BUY
 -
1.15K
+ 14.9%
$64.6K - $68.2K
8.85K $504K
Jan 06, 2026 Q4 2025
Central Pacific Bank Trust Division

Honolulu, HI
BUY
 -
983
+ 7.06%
$55.3K - $58.4K
14.9K $849K
Jan 13, 2026 Q4 2025
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
918
+ 8.6%
$51.6K - $54.5K
11.6K $661K
Jan 13, 2026 Q4 2025
Sharkey, Howes & Javer

BUY
 -
843
+ 2.21%
$47.4K - $50.1K
38.9K $2.22M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
773
+ 2.01%
$43.5K - $45.9K
39.3K $2.24M
Jan 15, 2026 Q4 2025
Stewardship Advisors, LLC

BUY
 -
581
+ 3.73%
$32.7K - $34.5K
16.2K $921K
Jan 09, 2026 Q4 2025
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
448
+ 10.0%
$25.2K - $26.6K
4.93K $281K
Jan 20, 2026 Q4 2025
E Cio, Inc.

Madison, WI
BUY
 -
410
+ 3.5%
$23.1K - $24.3K
12.1K $691K
Jan 22, 2026 Q4 2025
Halbert Hargrove Global Advisors, LLC

BUY
 -
402
+ 1.32%
$22.6K - $23.9K
30.8K $1.75M
Jan 06, 2026 Q4 2025
Attessa Capital LLC

Tucson, AZ
BUY
 -
358
+ 4.78%
$20.1K - $21.3K
7.85K $447K
Jan 20, 2026 Q4 2025
Jb Capital LLC

BUY
 -
274
+ 7.16%
$15.4K - $16.3K
4.1K $234K
Jan 21, 2026 Q4 2025
Warner Financial, Inc

Bethesda, MD
BUY
 -
271
+ 5.84%
$15.2K - $16.1K
4.91K $280K
Jan 06, 2026 Q4 2025
Investors Research Corp

BUY
 -
248
+ 82.39%
$14K - $14.7K
549 $31.3K
Jan 20, 2026 Q4 2025
Savvy Advisors, Inc.

New York, NY
BUY
 -
246
+ 3.62%
$13.8K - $14.6K
7.05K $402K
Jan 12, 2026 Q4 2025
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
187
+ 1.11%
$10.5K - $11.1K
17.1K $974K
Jan 20, 2026 Q4 2025
Alpha Financial Advisors, LLC

Charlotte, NC
BUY
 -
179
+ 3.07%
$10.1K - $10.6K
6.01K $342K
Jan 12, 2026 Q4 2025
Sax Wealth Advisors, LLC

Parsippany, NJ
BUY
 -
138
+ 3.68%
$7.76K - $8.19K
3.89K $221K
Jan 21, 2026 Q4 2025
Newbridge Financial Services Group, Inc.

BUY
 -
130
New
$7.31K - $7.72K
130 $7.41K
Jan 16, 2026 Q4 2025
Wall Street Financial Group, Inc.

Carlinville, IL
BUY
 -
96
+ 2.48%
$5.4K - $5.7K
3.97K $226K
Jan 23, 2026 Q4 2025
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
56
+ 1.16%
$3.15K - $3.33K
4.87K $278K
Jan 07, 2026 Q4 2025
Magnus Financial Group LLC

New York, NY
BUY
 -
40
+ 0.14%
$2.25K - $2.38K
27.8K $1.58M
Jan 14, 2026 Q4 2025
Wolff Wiese Magana LLC

BUY
 -
25
+ 18.52%
$1.41K - $1.48K
160 $9.12K
Jan 07, 2026 Q4 2025
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
15
+ 0.37%
$844 - $891
4.09K $233K
Jan 07, 2026 Q4 2025
Sagespring Wealth Partners, LLC

Franklin, TN
BUY
 -
7
+ 0.05%
$394 - $416
15.1K $857K
Jan 14, 2026 Q4 2025
Clarius Group, LLC

Seattle, WA
BUY
 -
4
+ 0.02%
$225 - $238
22.7K $1.29M
Jan 13, 2026 Q4 2025
Jfs Wealth Advisors, LLC

BUY
 -
4
+ 0.18%
$225 - $238
2.19K $125K
Jan 14, 2026 Q4 2025
Centurion Wealth Management LLC

Mclean, VA
BUY
 -
2
+ 0.04%
$113 - $119
5.15K $293K
Jan 23, 2026 Q4 2025
Nbt Bank N A

BUY
 -
1
+ 1.75%
$56.3 - $59.4
58 $3.3K
Jan 12, 2026 Q4 2025
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
1
+ 0.03%
$56.3 - $59.4
3.8K $216K
Jan 02, 2026 Q4 2025
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-9
- 0.24%
$506 - $534
3.67K $209K
Jan 20, 2026 Q4 2025
Hanson & Doremus Investment Management

SELL
 -
-17
- 0.96%
$956 - $1.01K
1.76K $100K
Jan 12, 2026 Q4 2025
Kwb Wealth

Redlands, CA
SELL
 -
-49
- 0.6%
$2.76K - $2.91K
8.17K $466K
Jan 20, 2026 Q4 2025
Fundamentun, LLC

Beachwood, OH
SELL
 -
-71
- 1.34%
$3.99K - $4.22K
5.22K $297K
Jan 23, 2026 Q4 2025
Assetmark, Inc

SELL
 -
-120
- 0.15%
$6.75K - $7.13K
77.5K $4.42M
Jan 12, 2026 Q4 2025
Shotwell Rutter Baer Inc

Lansing, MI
SELL
 -
-140
- 0.68%
$7.88K - $8.31K
20.5K $1.17M
Jan 16, 2026 Q4 2025
Tempus Wealth Planning, LLC

SELL
 -
-153
- 2.24%
$8.61K - $9.09K
6.66K $380K
Jan 14, 2026 Q4 2025
Cypress Wealth Services, LLC

SELL
 -
-259
- 5.98%
$14.6K - $15.4K
4.07K $232K
Jan 12, 2026 Q4 2025
Lifelong Wealth Advisors, Inc.

Arden Hills, MN
SELL
 -
-410
- 4.68%
$23.1K - $24.3K
8.35K $476K
Jan 14, 2026 Q4 2025
Braun Bostich & Associates Inc.

Canonsburg, PA
SELL
 -
-482
- 10.92%
$27.1K - $28.6K
3.93K $224K

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