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 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.91KNew |
$432K - $489K
|
9.91K
$499K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997- 1.25% |
$43.5K - $49.2K
|
78.8K
$3.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-599- 3.49% |
$26.1K - $29.6K
|
16.5K
$833K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.6K- 23.35% |
$1.29M - $1.46M
|
97.3K
$4.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
954New |
$41.6K - $47.1K
|
954
$48.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.67K+ 8.1% |
$72.7K - $82.3K
|
22.3K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 4.17% |
$13.1K - $14.8K
|
7.5K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.28% |
$567 - $642
|
4.73K
$238K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-781- 38.17% |
$34K - $38.5K
|
1.27K
$63.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.52K- 41.82% |
$371K - $420K
|
11.9K
$597K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.57% |
$1.35K - $1.53K
|
5.44K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107+ 1.05% |
$4.66K - $5.28K
|
10.3K
$517K
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-452K- 77.51% |
$19.7M - $22.3M
|
131K
$6.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 4.09% |
$1M - $1.14M
|
586K
$29.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395+ 2.69% |
$17.2K - $19.5K
|
15.1K
$761K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
838+ 3.47% |
$36.5K - $41.4K
|
25K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21.9KNew |
$954K - $1.08M
|
21.9K
$1.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.01K+ 8.15% |
$218K - $247K
|
66.5K
$3.35M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-440- 2.61% |
$19.2K - $21.7K
|
16.4K
$826K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
660+ 11.9% |
$28.8K - $32.6K
|
6.2K
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.8K+ 35.36% |
$2.3M - $2.61M
|
202K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.82KNew |
$297K - $337K
|
6.82K
$344K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.1% |
$479 - $543
|
10.7K
$540K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.84KNew |
$385K - $436K
|
8.84K
$445K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4K+ 0.52% |
$1.02M - $1.15M
|
4.55M
$229M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-168K- 70.56% |
$7.34M - $8.31M
|
70.2K
$3.54M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.8K- 72.65% |
$1.25M - $1.42M
|
10.8K
$546K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
171+ 2.53% |
$7.45K - $8.44K
|
6.93K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.9KNew |
$301K - $341K
|
6.9K
$348K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 8.73% |
$52.7K - $59.7K
|
12.7K
$638K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.09% |
$262 - $296
|
6.54K
$329K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42+ 17.65% |
$1.83K - $2.07K
|
280
$14.1K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
22+ 1.3% |
$959 - $1.09K
|
1.71K
$86.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
73+ 0.27% |
$3.18K - $3.6K
|
26.7K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
559+ 4.64% |
$24.4K - $27.6K
|
12.6K
$635K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 14.04% |
$490K - $555K
|
91.3K
$4.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
661+ 1.78% |
$28.8K - $32.6K
|
37.9K
$1.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 0.7% |
$410K - $464K
|
1.36M
$68.5M
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
491+ 3.19% |
$21.4K - $24.2K
|
15.9K
$799K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.47K+ 104.46% |
$151K - $171K
|
6.79K
$342K
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
18.2KNew |
$792K - $897K
|
18.2K
$915K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
483New |
$21.1K - $23.8K
|
483
$24.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.53K+ 2.38% |
$66.5K - $75.3K
|
65.5K
$3.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
942+ 18.78% |
$41.1K - $46.5K
|
5.96K
$300K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.16% |
$305 - $345
|
4.36K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 11.88% |
$90.7K - $103K
|
19.6K
$987K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46+ 1.02% |
$2.01K - $2.27K
|
4.56K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3New |
$131 - $148
|
3
$151
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 8.64% |
$49.6K - $56.2K
|
12K
$607K
|