Latest Institutional Transactions on Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

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, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
82
New
$2.82K - $3.06K
82 $3.89K
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
221
+ 2.57%
$7.59K - $8.25K
8.83K $419K
Oct 10, 2023 Q3 2023
Dentgroup LLC

SELL
 -
-143
- 1.22%
$4.91K - $5.34K
11.6K $548K
Q2 2023
Aug 09, 2023 Q2 2023
Pecaut & Co.

BUY
 -
150
+ 11.27%
$4.85K - $5.39K
1.48K $70.2K
Aug 07, 2023 Q2 2023
Clearview Wealth Advisors LLC

SELL
 -
-8
- 1.41%
$259 - $288
561 $26.6K
Jul 26, 2023 Q2 2023
Rosenberg Matthew Hamilton

SELL
 -
-30
- 76.92%
$970 - $1.08K
9 $427
Jul 21, 2023 Q2 2023
North Crest Asset Manangement, LLC

BUY
 -
7.58K
New
$245K - $273K
7.58K $360K
Q1 2023
May 15, 2023 Q1 2023
Jane Street Group, LLC

New York, NY
BUY
 -
11.6K
New
$351K - $390K
11.6K $548K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-106
- 6.86%
$3.22K - $3.57K
1.44K $68.3K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
27K
New
$821K - $910K
27K $1.28M
May 09, 2023 Q1 2023
Bank Of New York Mellon Corp

New York, NY
BUY
 -
26.8K
New
$813K - $902K
26.8K $1.27M
May 08, 2023 Q1 2023
Institutional & Family Asset Management, LLC

SELL
 -
-35.5K
- 94.31%
$1.08M - $1.2M
2.14K $102K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
758
New
$23K - $25.5K
758 $36K
Apr 28, 2023 Q1 2023
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
855
+ 58.76%
$26K - $28.8K
2.31K $110K
Apr 24, 2023 Q1 2023
Mc Kinley Carter Wealth Services, Inc.

SELL
 -
-410
- 5.17%
$12.5K - $13.8K
7.53K $357K
Apr 06, 2023 Q1 2023
First Community Trust Na

SELL
 -
-300
- 30.93%
$9.12K - $10.1K
670 $31.8K
Q4 2022
Nov 13, 2023 Q4 2022
Td Waterhouse Canada Inc.

Toronto, A6
SELL
 -
-2.51K
- 8.12%
$69.6K - $81.5K
28.4K $1.35M
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.44%
$27.7 - $32.5
226 $10.7K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
144
New
$3.99K - $4.67K
144 $6.83K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
180
New
$4.99K - $5.84K
180 $8.54K
Feb 13, 2023 Q4 2022
Carr Financial Group Corp

Worcester, MA
BUY
 -
7.07K
New
$196K - $229K
7.07K $335K
Feb 07, 2023 Q4 2022
Ifp Advisors, Inc

BUY
 -
4.4K
+ 27.72%
$122K - $143K
20.3K $961K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
1.8K
New
$49.8K - $58.3K
1.8K $85.2K
Q3 2022
Nov 14, 2022 Q3 2022
55 I, LLC

Boston, MA
SELL
 -
-12.1K
- 3.08%
$339K - $412K
381K $18.1M
Nov 10, 2022 Q3 2022
Ashfield Capital Partners, LLC

SELL
 -
-10.9K
- 19.9%
$306K - $371K
43.9K $2.08M
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
79
New
$2.21K - $2.69K
79 $3.75K
Nov 10, 2022 Q3 2022
Plancorp, LLC

BUY
 -
45.5K
+ 294.21%
$1.28M - $1.55M
61K $2.89M
Oct 31, 2022 Q3 2022
Cfs Investment Advisory Services, LLC

Totowa, NJ
BUY
 -
38.9K
New
$1.09M - $1.33M
38.9K $1.84M
Oct 27, 2022 Q3 2022
Absolute Capital Management, LLC

BUY
 -
1.27K
New
$35.6K - $43.3K
1.27K $60.3K
Q2 2022
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.41K
New
$212K - $268K
7.41K $351K
Aug 11, 2022 Q2 2022
Financial Architects, Inc

Marlton, NJ
SELL
 -
-6.59K
Closed
$189K - $238K
0 $0
Aug 04, 2022 Q2 2022
Tru Independence LLC

SELL
 -
-4.58K
- 36.99%
$131K - $165K
7.8K $370K
Jul 28, 2022 Q2 2022
Private Capital Group, LLC

SELL
 -
-3.82K
Closed
$109K - $138K
0 $0
Jul 26, 2022 Q2 2022
Apeiron Ria LLC

SELL
 -
-8.34K
Closed
$239K - $302K
0 $0
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
4.17K
New
$120K - $151K
4.17K $198K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
3.09K
New
$88.5K - $112K
3.09K $147K
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-176
Closed
$5.04K - $6.36K
0 $0
Jul 11, 2022 Q2 2022
Gradient Investments LLC

BUY
 -
60
New
$1.72K - $2.17K
60 $2.85K
Q1 2022
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-300
Closed
$9.86K - $11.8K
0 $0
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-330
Closed
$10.9K - $13K
0 $0
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-150
Closed
$4.93K - $5.89K
0 $0
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-5.68K
Closed
$187K - $223K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-575
Closed
$18.9K - $22.6K
0 $0
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-178
Closed
$5.85K - $6.99K
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-37.2K
Closed
$1.22M - $1.46M
0 $0
Apr 22, 2022 Q1 2022
Danda Trouve Investment Management, Inc.

BUY
 -
14
+ 7.82%
$460 - $550
193 $9.15K
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-666
Closed
$21.9K - $26.1K
0 $0
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-15.5K
Closed
$511K - $610K
0 $0
Apr 04, 2022 Q1 2022
Impac Tfolio, LLC

SELL
 -
-32.7K
Closed
$1.08M - $1.29M
0 $0

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