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 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 17.45% |
$104K - $118K
|
11.3K
$570K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
58New |
$2.53K - $2.86K
|
58
$2.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.08% |
$2.05K - $2.32K
|
59.5K
$3M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.46K+ 3.56% |
$107K - $121K
|
71.7K
$3.61M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 33.31% |
$98.9K - $112K
|
9.08K
$457K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-955- 7.77% |
$41.6K - $47.1K
|
11.3K
$571K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-187- 0.65% |
$8.15K - $9.23K
|
28.7K
$1.45M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.85K+ 16.83% |
$80.8K - $91.5K
|
12.9K
$648K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 5.95% |
$66.3K - $75K
|
27.1K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$255K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
458+ 6.31% |
$20K - $22.6K
|
7.72K
$389K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32KNew |
$232K - $263K
|
5.32K
$268K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
934+ 7.33% |
$40.7K - $46.1K
|
13.7K
$689K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.31KNew |
$188K - $213K
|
4.31K
$217K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
733+ 15.82% |
$32K - $36.2K
|
5.37K
$270K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 0.36% |
$2.79K - $3.16K
|
17.7K
$894K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-20- 0.07% |
$872 - $987
|
29.2K
$1.47M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-852- 5.87% |
$37.1K - $42K
|
13.7K
$688K
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.04KNew |
$394K - $446K
|
9.04K
$456K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
219+ 6.38% |
$9.1K - $10.5K
|
3.65K
$184K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
863+ 18.36% |
$35.9K - $41.2K
|
5.56K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
$767K - $882K
|
18.5K
$930K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-95.1K- 84.92% |
$3.95M - $4.54M
|
16.9K
$851K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 0.47% |
$522K - $600K
|
2.69M
$136M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.29M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.16K - $4.78K
|
100
$5.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.06% |
$166 - $191
|
6.32K
$319K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$44.6K - $51.3K
|
1.07K
$54.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 16.05% |
$540 - $621
|
94
$4.74K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$185K - $213K
|
4.46K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
15.2KNew |
$630K - $725K
|
15.2K
$764K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$1.37K - $1.58K
|
33
$1.66K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184New |
$7.65K - $8.79K
|
184
$9.27K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-772- 8.4% |
$32.1K - $36.9K
|
8.42K
$424K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-818- 5.0% |
$34K - $39.1K
|
15.5K
$783K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$41.6 - $47.8
|
225
$11.3K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.16K- 10.11% |
$48.1K - $55.3K
|
10.3K
$519K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-68- 23.94% |
$2.83K - $3.25K
|
216
$10.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.27K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$915K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$93.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152KNew |
$6.32M - $7.27M
|
152K
$7.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.83KNew |
$408K - $470K
|
9.83K
$495K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$99.7K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 5.77% |
$1.87K - $2.15K
|
825
$41.6K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77.5KNew |
$3.01M - $3.51M
|
77.5K
$3.9M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.8% |
$9.74K - $11.4K
|
4.98K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 90.29% |
$851K - $992K
|
46.2K
$2.33M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
488+ 1.01% |
$18.9K - $22.1K
|
48.6K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$21.8K - $25.4K
|
562
$28.3K
|
|