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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-9.21K- 2.53% |
$494K - $528K
|
355K
$20.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-97- 29.13% |
$5.21K - $5.56K
|
236
$13.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-38- 0.52% |
$2.04K - $2.18K
|
7.22K
$411K
|
|
|
Nov 13, 2025
Q3 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.31K- 30.26% |
$339K - $361K
|
14.5K
$828K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.89K- 18.62% |
$155K - $165K
|
12.6K
$719K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
147+ 1.08% |
$7.89K - $8.42K
|
13.8K
$786K
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55K+ 117.6% |
$459K - $490K
|
15.8K
$901K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.4KNew |
$1.74M - $1.86M
|
32.4K
$1.84M
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
SELL
|
- |
-662- 23.9% |
$35.5K - $37.9K
|
2.11K
$120K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.18K- 4.01% |
$63.1K - $67.4K
|
28.2K
$1.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.68K- 5.52% |
$197K - $211K
|
62.9K
$3.58M
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.4KNew |
$556K - $594K
|
10.4K
$590K
|
|
|
Nov 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
60.4K+ 8.45% |
$3.24M - $3.46M
|
776K
$44.2M
|
|
|
Nov 13, 2025
Q3 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-7.59K- 14.28% |
$408K - $435K
|
45.6K
$2.6M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-575- 8.33% |
$30.9K - $33K
|
6.33K
$361K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.43K+ 4.48% |
$130K - $139K
|
56.7K
$3.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$53.7 - $57.3
|
6.6K
$376K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-159K- 15.25% |
$8.53M - $9.1M
|
882K
$50.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-922- 14.44% |
$49.5K - $52.8K
|
5.47K
$311K
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.01K+ 14.71% |
$108K - $115K
|
15.7K
$892K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.32K- 11.73% |
$285K - $305K
|
40K
$2.28M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 18.14% |
$736K - $786K
|
61.9K
$3.53M
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.2K+ 16.82% |
$225K - $241K
|
29.2K
$1.66M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-3.06K- 85.08% |
$164K - $175K
|
537
$30.6K
|
|
|
Nov 12, 2025
Q3 2025
|
E Cio, Inc.
Madison, WI |
SELL
|
- |
-1.33K- 10.19% |
$71.4K - $76.2K
|
11.7K
$668K
|
|
|
Nov 12, 2025
Q3 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-3.33K- 23.7% |
$179K - $191K
|
10.7K
$610K
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.25K- 34.88% |
$175K - $186K
|
6.07K
$346K
|
|
|
Nov 12, 2025
Q3 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
430+ 1.22% |
$23.1K - $24.6K
|
35.8K
$2.04M
|
|
|
Nov 12, 2025
Q3 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
13+ 0.22% |
$698 - $745
|
5.83K
$332K
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.05K- 9.53% |
$56.5K - $60.3K
|
10K
$570K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-157- 1.93% |
$8.43K - $9K
|
8K
$455K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119+ 0.68% |
$6.39K - $6.82K
|
17.6K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.39K+ 7.86% |
$182K - $194K
|
46.4K
$2.65M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-205- 1.53% |
$11K - $11.7K
|
13.2K
$753K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
SELL
|
- |
-7.43K- 99.99% |
$399K - $426K
|
1
$57
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.19K- 13.78% |
$64K - $68.3K
|
7.46K
$425K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-110- 2.4% |
$5.91K - $6.3K
|
4.48K
$255K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.32K- 34.41% |
$178K - $190K
|
6.33K
$361K
|
|
|
Nov 10, 2025
Q3 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.56K- 25.08% |
$137K - $146K
|
7.63K
$435K
|
|
|
Nov 10, 2025
Q3 2025
|
Adviser Investments LLC
|
SELL
|
- |
-768- 0.7% |
$41.2K - $44K
|
108K
$6.16M
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.27K+ 33.75% |
$337K - $360K
|
24.9K
$1.42M
|
|
|
Nov 10, 2025
Q3 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-893- 28.97% |
$47.9K - $51.2K
|
2.19K
$125K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
48+ 0.22% |
$2.58K - $2.75K
|
21.6K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
13+ 0.02% |
$698 - $745
|
59.5K
$3.39M
|
|
|
Nov 07, 2025
Q3 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-267- 26.33% |
$14.3K - $15.3K
|
747
$42.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.16K- 20.62% |
$62.5K - $66.7K
|
4.48K
$255K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.73KNew |
$200K - $214K
|
3.73K
$212K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-4.15K- 21.98% |
$223K - $238K
|
14.7K
$838K
|
|
|
Nov 07, 2025
Q3 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-111- 2.75% |
$5.96K - $6.36K
|
3.93K
$224K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
90+ 0.37% |
$4.83K - $5.16K
|
24.7K
$1.41M
|
|