Latest Institutional Transactions on Ishares Esg Advanced Msci Usa (USXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
448+ 10.0% |
$25.2K - $26.6K
|
4.93K
$281K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.5KNew |
$650K - $686K
|
11.5K
$658K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.45KNew |
$250K - $264K
|
4.45K
$254K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.48K- 23.88% |
$421K - $444K
|
23.9K
$1.36M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7+ 0.05% |
$394 - $416
|
15.1K
$857K
|
|
|
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 07, 2026
Q4 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-7.8K- 26.79% |
$439K - $463K
|
21.3K
$1.21M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.37% |
$844 - $891
|
4.09K
$233K
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
358+ 4.78% |
$20.1K - $21.3K
|
7.85K
$447K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
248+ 82.39% |
$14K - $14.7K
|
549
$31.3K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
983+ 7.06% |
$55.3K - $58.4K
|
14.9K
$849K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 1.66% |
$280K - $296K
|
305K
$17.4M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-9- 0.24% |
$506 - $534
|
3.67K
$209K
|
|
| Q3 2025 | |||||||
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 27.05% |
$762K - $813K
|
66.6K
$3.8M
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.13K+ 3.23% |
$490K - $523K
|
292K
$16.6M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
210+ 0.47% |
$11.3K - $12K
|
45K
$2.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-392- 3.19% |
$21K - $22.5K
|
11.9K
$679K
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
5.75KNew |
$309K - $330K
|
5.75K
$328K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-996- 24.74% |
$53.5K - $57.1K
|
3.03K
$173K
|
|
|
Nov 17, 2025
Q3 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-709- 16.8% |
$38.1K - $40.6K
|
3.51K
$200K
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.5K+ 3.87% |
$723K - $772K
|
362K
$20.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-9.32K- 7.95% |
$500K - $534K
|
108K
$6.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
107KNew |
$5.75M - $6.14M
|
107K
$6.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-5- 0.09% |
$268 - $287
|
5.75K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.4K- 71.14% |
$934K - $996K
|
7.06K
$402K
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$560K - $597K
|
10.4K
$594K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12KNew |
$167K - $179K
|
3.12K
$177K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-72.6K- 32.83% |
$3.9M - $4.16M
|
149K
$8.46M
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
242+ 0.71% |
$13K - $13.9K
|
34.4K
$1.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.03K+ 4.63% |
$216K - $231K
|
90.9K
$5.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.36K- 2.1% |
$72.8K - $77.7K
|
63.3K
$3.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.19K+ 100.46% |
$386K - $412K
|
14.4K
$818K
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
940+ 1.49% |
$50.5K - $53.9K
|
64.2K
$3.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-182- 9.36% |
$9.77K - $10.4K
|
1.76K
$100K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.49K- 22.28% |
$79.9K - $85.3K
|
5.2K
$296K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 10.22% |
$99.8K - $107K
|
20K
$1.14M
|
|
|
Nov 14, 2025
Q3 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.97K- 28.93% |
$106K - $113K
|
4.83K
$275K
|
|
|
Nov 14, 2025
Q3 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.18K- 8.61% |
$439K - $469K
|
86.8K
$4.95M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-29.7K- 25.61% |
$1.6M - $1.7M
|
86.4K
$4.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-11.9K- 42.7% |
$638K - $680K
|
15.9K
$908K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 44.94% |
$741K - $791K
|
44.5K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
803New |
$43.1K - $46K
|
803
$45.7K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.28K+ 79.18% |
$391K - $417K
|
16.5K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
79.6K+ 318.01% |
$4.27M - $4.56M
|
105K
$5.96M
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
673New |
$36.1K - $38.6K
|
673
$38.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
307+ 1.91% |
$16.5K - $17.6K
|
16.3K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.47K- 8.22% |
$186K - $199K
|
38.7K
$2.21M
|
|
|
Nov 14, 2025
Q3 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 3.82% |
$10.7K - $11.5K
|
5.04K
$287K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-833- 5.58% |
$44.7K - $47.7K
|
14.1K
$803K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
554+ 0.5% |
$29.7K - $31.7K
|
112K
$6.36M
|
|