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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
38.9K+ 23.71% |
$1.7M - $1.92M
|
203K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
21.8K+ 135.81% |
$950K - $1.08M
|
37.8K
$1.9M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
18.2KNew |
$792K - $897K
|
18.2K
$914K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.9K+ 81.53% |
$738K - $835K
|
37.7K
$1.89M
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15.2K+ 7.8% |
$661K - $748K
|
209K
$10.5M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$590K - $668K
|
13.5K
$680K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 15.28% |
$494K - $560K
|
85.6K
$4.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.1KNew |
$482K - $546K
|
11.1K
$556K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 0.7% |
$410K - $464K
|
1.36M
$68.3M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.04KNew |
$394K - $446K
|
9.04K
$455K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
6.33K+ 10.39% |
$276K - $312K
|
67.2K
$3.38M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32KNew |
$232K - $263K
|
5.32K
$268K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.12K+ 1.75% |
$223K - $253K
|
298K
$15M
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.9KNew |
$214K - $242K
|
4.9K
$246K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.64K+ 29.29% |
$202K - $229K
|
20.5K
$1.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.37KNew |
$190K - $215K
|
4.37K
$220K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.34KNew |
$189K - $214K
|
4.34K
$218K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.31KNew |
$188K - $213K
|
4.31K
$217K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 17.77% |
$186K - $211K
|
28.3K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.86K+ 58.53% |
$168K - $190K
|
10.5K
$526K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.47K+ 104.46% |
$151K - $171K
|
6.79K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.46K+ 3.56% |
$107K - $121K
|
71.7K
$3.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 33.31% |
$98.9K - $112K
|
9.08K
$456K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 11.88% |
$90.7K - $103K
|
19.6K
$986K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.85K+ 16.83% |
$80.8K - $91.5K
|
12.9K
$647K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.84K+ 2.73% |
$80.2K - $90.9K
|
69.4K
$3.49M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.8K+ 13.94% |
$78.3K - $88.6K
|
14.7K
$738K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.61K+ 4.25% |
$70.2K - $79.5K
|
39.5K
$1.99M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.57K+ 6.01% |
$68.2K - $77.2K
|
27.6K
$1.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.54K+ 1.94% |
$67.2K - $76K
|
80.8K
$4.06M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.53K+ 2.38% |
$66.5K - $75.3K
|
65.5K
$3.29M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 5.95% |
$66.3K - $75K
|
27.1K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.11K+ 5.87% |
$48.4K - $54.8K
|
20K
$1.01M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 146.07% |
$45.3K - $51.3K
|
1.75K
$88.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
942+ 18.78% |
$41.1K - $46.5K
|
5.96K
$300K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
934+ 7.33% |
$40.7K - $46.1K
|
13.7K
$688K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
892+ 1.15% |
$38.9K - $44K
|
78.3K
$3.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
864+ 8.9% |
$37.7K - $42.6K
|
10.6K
$532K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
733+ 15.82% |
$32K - $36.2K
|
5.37K
$270K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
568+ 11.3% |
$24.8K - $28K
|
5.6K
$281K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
548+ 8.55% |
$23.9K - $27K
|
6.96K
$350K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
491+ 3.19% |
$21.4K - $24.2K
|
15.9K
$798K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
483New |
$21.1K - $23.8K
|
483
$24.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
458+ 6.31% |
$20K - $22.6K
|
7.72K
$388K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
240+ 20.12% |
$10.5K - $11.8K
|
1.43K
$72.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
239+ 1.61% |
$10.4K - $11.8K
|
15.1K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
229+ 3.05% |
$9.98K - $11.3K
|
7.73K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
224+ 0.96% |
$9.76K - $11.1K
|
23.6K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
117+ 0.73% |
$5.1K - $5.77K
|
16.2K
$816K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65+ 95.59% |
$2.83K - $3.21K
|
133
$6.69K
|