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 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-125K- 20.03% |
$6.72M - $7.17M
|
499K
$28.5M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.75K+ 4.75% |
$93.8K - $100K
|
38.5K
$2.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-354- 4.95% |
$19K - $20.3K
|
6.8K
$388K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-24.3K- 23.82% |
$1.3M - $1.39M
|
77.6K
$4.42M
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.62K- 16.69% |
$87K - $92.8K
|
8.09K
$461K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-385- 37.38% |
$20.7K - $22.1K
|
645
$36.7K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-13.8K- 35.96% |
$740K - $790K
|
24.5K
$1.4M
|
|
|
Nov 06, 2025
Q3 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-5- 0.05% |
$268 - $287
|
9.54K
$544K
|
|
|
Nov 05, 2025
Q3 2025
|
Spinnaker Trust
|
SELL
|
- |
-120K- 42.67% |
$6.43M - $6.87M
|
161K
$9.17M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
357+ 107.53% |
$19.2K - $20.5K
|
689
$39.3K
|
|
|
Nov 05, 2025
Q3 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.86K- 23.36% |
$99.7K - $106K
|
6.09K
$347K
|
|
|
Nov 05, 2025
Q3 2025
|
Ma Private Wealth
|
SELL
|
- |
-4.37K- 18.65% |
$235K - $251K
|
19.1K
$1.09M
|
|
|
Nov 05, 2025
Q3 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-410- 5.67% |
$22K - $23.5K
|
6.82K
$388K
|
|
|
Nov 05, 2025
Q3 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.58K- 7.43% |
$84.8K - $90.5K
|
19.7K
$1.12M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
70.6K+ 698.5% |
$3.79M - $4.05M
|
80.7K
$4.6M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
635+ 16.99% |
$34.1K - $36.4K
|
4.37K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.7K+ 40.3% |
$145K - $155K
|
9.4K
$536K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.26% |
$53.7 - $57.3
|
379
$21.6K
|
|
|
Nov 04, 2025
Q3 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-727- 14.82% |
$39K - $41.7K
|
4.18K
$238K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.03M- 27.71% |
$55.5M - $59.2M
|
2.7M
$154M
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.7KNew |
$414K - $441K
|
7.7K
$439K
|
|
|
Nov 03, 2025
Q3 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-16.8K- 17.56% |
$903K - $964K
|
79K
$4.5M
|
|
|
Nov 03, 2025
Q3 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-869- 16.45% |
$46.7K - $49.8K
|
4.41K
$251K
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44KNew |
$2.36M - $2.52M
|
44K
$2.51M
|
|
|
Nov 03, 2025
Q3 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-7.27K- 26.34% |
$390K - $416K
|
20.3K
$1.16M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-146- 4.6% |
$7.84K - $8.37K
|
3.03K
$173K
|
|
|
Nov 03, 2025
Q3 2025
|
Archer Investment Corp
|
SELL
|
- |
-527- 26.6% |
$28.3K - $30.2K
|
1.45K
$82.8K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-89- 4.8% |
$4.78K - $5.1K
|
1.77K
$101K
|
|
|
Nov 03, 2025
Q3 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-2.45K- 21.34% |
$131K - $140K
|
9.02K
$514K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-4.19K- 21.8% |
$225K - $240K
|
15K
$857K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-127- 30.53% |
$6.82K - $7.28K
|
289
$16.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.7K+ 59.07% |
$467K - $499K
|
23.4K
$1.33M
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-349- 6.96% |
$18.7K - $20K
|
4.67K
$266K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
207+ 1.24% |
$11.1K - $11.9K
|
16.9K
$963K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-3.68K- 4.68% |
$197K - $211K
|
74.9K
$4.27M
|
|
|
Oct 30, 2025
Q3 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2K- 28.05% |
$107K - $114K
|
5.12K
$292K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.4KNew |
$75.3K - $80.4K
|
1.4K
$79.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-245K- 31.8% |
$13.1M - $14M
|
525K
$29.9M
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.6KNew |
$85.9K - $91.7K
|
1.6K
$91.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Stewardship Advisors, LLC
|
SELL
|
- |
-700- 4.3% |
$37.6K - $40.1K
|
15.6K
$888K
|
|
|
Oct 29, 2025
Q3 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-5.74K- 5.12% |
$308K - $329K
|
106K
$6.05M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.15K+ 7.38% |
$116K - $123K
|
31.3K
$1.79M
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-6.25K- 44.01% |
$335K - $358K
|
7.95K
$453K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
51+ 60.71% |
$2.74K - $2.92K
|
135
$7.69K
|
|
|
Oct 28, 2025
Q3 2025
|
Nbt Bank N A
|
BUY
|
- |
57New |
$3.06K - $3.27K
|
57
$3.25K
|
|
|
Oct 28, 2025
Q3 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.17K- 1.74% |
$63K - $67.2K
|
66.3K
$3.78M
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.1K- 33.67% |
$220K - $235K
|
8.08K
$461K
|
|
|
Oct 28, 2025
Q3 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-243- 3.14% |
$13K - $13.9K
|
7.49K
$427K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.28K- 2.49% |
$122K - $131K
|
89.4K
$5.09M
|
|
|
Oct 27, 2025
Q3 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-176- 1.67% |
$9.45K - $10.1K
|
10.3K
$589K
|
|