Latest Institutional Purchases of Ishares Esg Advanced Msci Usa (USXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.5KNew |
$650K - $686K
|
11.5K
$658K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 1.66% |
$280K - $296K
|
305K
$17.4M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.45KNew |
$250K - $264K
|
4.45K
$254K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
983+ 7.06% |
$55.3K - $58.4K
|
14.9K
$849K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
448+ 10.0% |
$25.2K - $26.6K
|
4.93K
$281K
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
358+ 4.78% |
$20.1K - $21.3K
|
7.85K
$447K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
248+ 82.39% |
$14K - $14.7K
|
549
$31.3K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40+ 0.14% |
$2.25K - $2.38K
|
27.8K
$1.58M
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.37% |
$844 - $891
|
4.09K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7+ 0.05% |
$394 - $416
|
15.1K
$857K
|
|
| Q3 2025 | |||||||
|
Nov 14, 2025
Q3 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
107KNew |
$5.75M - $6.14M
|
107K
$6.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
79.6K+ 318.01% |
$4.27M - $4.56M
|
105K
$5.96M
|
|
|
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 13, 2025
Q3 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
60.4K+ 8.45% |
$3.24M - $3.46M
|
776K
$44.2M
|
|
|
Oct 24, 2025
Q3 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
54.8KNew |
$2.94M - $3.14M
|
54.8K
$3.12M
|
|
|
Nov 03, 2025
Q3 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
44KNew |
$2.36M - $2.52M
|
44K
$2.51M
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
32.4KNew |
$1.74M - $1.86M
|
32.4K
$1.84M
|
|
|
Oct 10, 2025
Q3 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
14.5K+ 6.5% |
$777K - $829K
|
237K
$13.5M
|
|
|
Jan 06, 2026
Q3 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
14.2K+ 27.05% |
$762K - $813K
|
66.6K
$3.8M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.8K+ 44.94% |
$741K - $791K
|
44.5K
$2.54M
|
|
|
Nov 14, 2025
Q3 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
13.5K+ 3.87% |
$723K - $772K
|
362K
$20.6M
|
|
|
Oct 23, 2025
Q3 2025
|
Ramiah Investment Group
Brookfield, WI |
BUY
|
- |
13.1K+ 107.41% |
$701K - $748K
|
25.2K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
12.9K+ 37.92% |
$692K - $739K
|
46.9K
$2.67M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
11K+ 10.03% |
$591K - $631K
|
121K
$6.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
10.4KNew |
$560K - $597K
|
10.4K
$594K
|
|
|
Nov 13, 2025
Q3 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
10.4KNew |
$556K - $594K
|
10.4K
$590K
|
|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
9.13K+ 3.23% |
$490K - $523K
|
292K
$16.6M
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
8.7K+ 59.07% |
$467K - $499K
|
23.4K
$1.33M
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55K+ 117.6% |
$459K - $490K
|
15.8K
$901K
|
|
|
Nov 04, 2025
Q3 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
7.7KNew |
$414K - $441K
|
7.7K
$439K
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.28K+ 79.18% |
$391K - $417K
|
16.5K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7.19K+ 100.46% |
$386K - $412K
|
14.4K
$818K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
6.27K+ 33.75% |
$337K - $360K
|
24.9K
$1.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.98K+ 15.62% |
$321K - $343K
|
44.3K
$2.52M
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
5.75KNew |
$309K - $330K
|
5.75K
$328K
|
|
|
Oct 20, 2025
Q3 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4.64KNew |
$249K - $266K
|
4.64K
$264K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
4.2K+ 16.82% |
$225K - $241K
|
29.2K
$1.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.03K+ 4.63% |
$216K - $231K
|
90.9K
$5.18M
|
|
|
Oct 20, 2025
Q3 2025
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
3.78KNew |
$203K - $217K
|
3.78K
$215K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.75KNew |
$201K - $215K
|
3.75K
$214K
|
|
|
Nov 07, 2025
Q3 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.73KNew |
$200K - $214K
|
3.73K
$212K
|
|
|
Oct 08, 2025
Q3 2025
|
Wealth Group LTD
Eden Prairie, MN |
BUY
|
- |
3.57KNew |
$192K - $205K
|
3.57K
$203K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
3.39K+ 7.86% |
$182K - $194K
|
46.4K
$2.65M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.12KNew |
$167K - $179K
|
3.12K
$177K
|
|
|
Nov 04, 2025
Q3 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
2.7K+ 40.3% |
$145K - $155K
|
9.4K
$536K
|
|
|
Nov 13, 2025
Q3 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2.43K+ 4.48% |
$130K - $139K
|
56.7K
$3.23M
|
|
|
Oct 17, 2025
Q3 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.2K+ 1.94% |
$118K - $126K
|
115K
$6.56M
|
|
|
Nov 12, 2025
Q3 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
2.01K+ 14.71% |
$108K - $115K
|
15.7K
$892K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.86K+ 10.22% |
$99.8K - $107K
|
20K
$1.14M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.75K+ 4.75% |
$93.8K - $100K
|
38.5K
$2.2M
|
|