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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.8K+ 12.06% |
$1.45M - $1.57M
|
277K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
9.34KNew |
$452K - $491K
|
9.34K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
821New |
$39.8K - $43.2K
|
821
$38.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-16K- 8.02% |
$776K - $842K
|
184K
$8.71M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
393+ 3.12% |
$19K - $20.7K
|
13K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.37KNew |
$357K - $387K
|
7.37K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
304+ 6.19% |
$14.7K - $16K
|
5.22K
$247K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
17.7K+ 6.66% |
$858K - $930K
|
284K
$13.5M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
4.56KNew |
$221K - $240K
|
4.56K
$216K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.92K+ 12.58% |
$480K - $521K
|
88.8K
$4.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.2KNew |
$252K - $274K
|
5.2K
$247K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.47K+ 14.41% |
$410K - $445K
|
67.3K
$3.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.7K- 2.06% |
$131K - $142K
|
129K
$6.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
794New |
$38.5K - $41.7K
|
794
$37.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
46+ 0.34% |
$2.23K - $2.42K
|
13.6K
$646K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
133K+ 28.07% |
$6.47M - $7.02M
|
609K
$28.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.02K+ 10.69% |
$97.9K - $106K
|
20.9K
$993K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.02K- 23.44% |
$146K - $159K
|
9.85K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
11.6KNew |
$560K - $607K
|
11.6K
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
658+ 3.78% |
$31.9K - $34.6K
|
18.1K
$857K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-10- 0.15% |
$485 - $526
|
6.78K
$321K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.8K+ 19.02% |
$716K - $777K
|
92.5K
$4.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
481+ 8.85% |
$23.3K - $25.3K
|
5.92K
$281K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
527K+ 11.57% |
$25.5M - $27.7M
|
5.08M
$241M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.26K+ 41.9% |
$158K - $171K
|
11K
$524K
|
|
|
Feb 11, 2025
Q4 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
25.7K+ 4.12% |
$1.24M - $1.35M
|
649K
$30.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
33.9K+ 7.03% |
$1.64M - $1.78M
|
516K
$24.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.01K+ 5.3% |
$194K - $211K
|
79.7K
$3.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 41.99% |
$609K - $661K
|
17.4K
$824K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
462K+ 78.84% |
$22.4M - $24.3M
|
1.05M
$49.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.02KNew |
$195K - $212K
|
4.02K
$191K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.62K- 21.88% |
$175K - $190K
|
12.9K
$613K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 7.5% |
$261K - $283K
|
77K
$3.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10+ 0.03% |
$485 - $526
|
31.3K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.12KNew |
$248K - $269K
|
5.12K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.66K- 13.42% |
$80.2K - $87K
|
10.7K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
337+ 5.16% |
$16.3K - $17.7K
|
6.87K
$326K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
149K+ 10.93% |
$7.2M - $7.81M
|
1.51M
$71.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-736- 10.79% |
$35.7K - $38.7K
|
6.09K
$289K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.8KNew |
$233K - $253K
|
4.8K
$228K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
127New |
$6.15K - $6.68K
|
127
$6.02K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.21% |
$805K - $874K
|
219K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 1.49% |
$3.15K - $3.42K
|
4.42K
$210K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
430+ 33.99% |
$20.8K - $22.6K
|
1.7K
$80.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.9K+ 7.06% |
$237K - $257K
|
74.2K
$3.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 0.8% |
$3.83K - $4.15K
|
9.99K
$474K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
15.1KNew |
$730K - $792K
|
15.1K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 4.8% |
$19.4K - $21K
|
7.94K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
400+ 5.33% |
$19.4K - $21K
|
7.9K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 291.03% |
$1.06M - $1.15M
|
29.5K
$1.4M
|