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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-6.71K- 36.92% |
$360K - $384K
|
11.5K
$653K
|
|
|
Oct 27, 2025
Q3 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-2.11K- 17.82% |
$113K - $121K
|
9.74K
$555K
|
|
|
Oct 27, 2025
Q3 2025
|
Decker Retirement Planning Inc.
Levi, UT |
SELL
|
- |
-6.04K- 7.21% |
$324K - $346K
|
77.8K
$4.43M
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.24% |
$107 - $115
|
819
$46.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-1.4K- 20.27% |
$75K - $80K
|
5.49K
$313K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
19+ 0.07% |
$1.02K - $1.09K
|
27.8K
$1.58M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
54.8KNew |
$2.94M - $3.14M
|
54.8K
$3.12M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-2.38K- 35.1% |
$128K - $136K
|
4.39K
$250K
|
|
|
Oct 24, 2025
Q3 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-867- 1.9% |
$46.5K - $49.7K
|
44.8K
$2.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-6.2K- 24.93% |
$333K - $355K
|
18.7K
$1.06M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-92.3K- 23.49% |
$4.95M - $5.29M
|
301K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.1K- 12.07% |
$59.2K - $63.2K
|
8.03K
$458K
|
|
|
Oct 23, 2025
Q3 2025
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-413- 3.68% |
$22.2K - $23.7K
|
10.8K
$616K
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
13.1K+ 107.41% |
$701K - $748K
|
25.2K
$1.44M
|
|
|
Oct 23, 2025
Q3 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-812- 3.5% |
$43.6K - $46.5K
|
22.4K
$1.28M
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-147- 1.81% |
$7.89K - $8.42K
|
7.98K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
740+ 12.62% |
$39.7K - $42.4K
|
6.6K
$376K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.86K- 10.63% |
$422K - $450K
|
66K
$3.76M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
12.9K+ 37.92% |
$692K - $739K
|
46.9K
$2.67M
|
|
|
Oct 22, 2025
Q3 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-1.42K- 10.14% |
$76K - $81.1K
|
12.5K
$715K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 15.62% |
$321K - $343K
|
44.3K
$2.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-244- 2.23% |
$13.1K - $14K
|
10.7K
$608K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.77K- 3.92% |
$149K - $159K
|
67.8K
$3.86M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.21% |
$215 - $229
|
1.91K
$109K
|
|
|
Oct 21, 2025
Q3 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-102- 1.92% |
$5.48K - $5.85K
|
5.2K
$296K
|
|
|
Oct 21, 2025
Q3 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.85K- 0.87% |
$314K - $335K
|
667K
$38M
|
|
|
Oct 21, 2025
Q3 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-46- 0.52% |
$2.47K - $2.64K
|
8.76K
$499K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-822- 24.19% |
$44.1K - $47.1K
|
2.58K
$147K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
350+ 1.57% |
$18.8K - $20.1K
|
22.6K
$1.29M
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-2.09K- 24.55% |
$112K - $120K
|
6.43K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.64KNew |
$249K - $266K
|
4.64K
$264K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.75KNew |
$201K - $215K
|
3.75K
$214K
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.78KNew |
$203K - $217K
|
3.78K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-4.88K- 20.75% |
$262K - $280K
|
18.6K
$1.06M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-17K- 76.74% |
$912K - $974K
|
5.15K
$293K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.15K- 23.11% |
$61.7K - $65.9K
|
3.83K
$218K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
179New |
$9.61K - $10.3K
|
179
$10.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
748+ 2.54% |
$40.2K - $42.9K
|
30.2K
$1.72M
|
|
|
Oct 17, 2025
Q3 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
10.1K+ 52.96% |
$541K - $577K
|
29.1K
$1.66M
|
|
|
Oct 17, 2025
Q3 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.26K- 23.61% |
$67.5K - $72.1K
|
4.07K
$232K
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.2K+ 1.94% |
$118K - $126K
|
115K
$6.56M
|
|
|
Oct 17, 2025
Q3 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-3.85K- 15.45% |
$207K - $220K
|
21.1K
$1.2M
|
|
|
Oct 16, 2025
Q3 2025
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-439- 1.43% |
$23.6K - $25.2K
|
30.4K
$1.73M
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.19K- 21.52% |
$63.8K - $68.1K
|
4.33K
$247K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-51.1K- 59.99% |
$2.75M - $2.93M
|
34.1K
$1.94M
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-73- 3.95% |
$3.92K - $4.18K
|
1.77K
$101K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.72K- 22.15% |
$200K - $213K
|
13.1K
$745K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
238+ 1.12% |
$12.8K - $13.6K
|
21.5K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-13.2K- 23.36% |
$707K - $755K
|
43.2K
$2.46M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-108- 0.47% |
$5.8K - $6.19K
|
23.1K
$1.31M
|
|