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 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
|
|
|
Nov 13, 2025
Q3 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.55K+ 117.6% |
$459K - $490K
|
15.8K
$901K
|
|
|
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
|
|
|
Nov 19, 2025
Q3 2025
|
Penobscot Wealth Management
|
BUY
|
- |
5.75KNew |
$309K - $330K
|
5.75K
$328K
|
|
|
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
|
|
|
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
|
|
|
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
|
|
|
Oct 30, 2025
Q3 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
1.6KNew |
$85.9K - $91.7K
|
1.6K
$91.2K
|
|
|
Oct 30, 2025
Q3 2025
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.4KNew |
$75.3K - $80.4K
|
1.4K
$79.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
803New |
$43.1K - $46K
|
803
$45.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
740+ 12.62% |
$39.7K - $42.4K
|
6.6K
$376K
|
|
|
Nov 14, 2025
Q3 2025
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
673New |
$36.1K - $38.6K
|
673
$38.3K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
635+ 16.99% |
$34.1K - $36.4K
|
4.37K
$249K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
554+ 0.5% |
$29.7K - $31.7K
|
112K
$6.36M
|
|
|
Nov 05, 2025
Q3 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
357+ 107.53% |
$19.2K - $20.5K
|
689
$39.3K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
350+ 1.57% |
$18.8K - $20.1K
|
22.6K
$1.29M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
307+ 1.91% |
$16.5K - $17.6K
|
16.3K
$931K
|
|
|
Nov 14, 2025
Q3 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
242+ 0.71% |
$13K - $13.9K
|
34.4K
$1.96M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
238+ 1.12% |
$12.8K - $13.6K
|
21.5K
$1.22M
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
210+ 0.47% |
$11.3K - $12K
|
45K
$2.56M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
179New |
$9.61K - $10.3K
|
179
$10.2K
|
|
|
Nov 13, 2025
Q3 2025
|
Keystone Financial Services
|
BUY
|
- |
147+ 1.08% |
$7.89K - $8.42K
|
13.8K
$786K
|
|
|
Nov 12, 2025
Q3 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
119+ 0.68% |
$6.39K - $6.82K
|
17.6K
$1M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
100+ 0.87% |
$5.37K - $5.73K
|
11.5K
$657K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
90+ 0.37% |
$4.83K - $5.16K
|
24.7K
$1.41M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
50New |
$2.68K - $2.87K
|
50
$2.85K
|
|
|
Nov 10, 2025
Q3 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
48+ 0.22% |
$2.58K - $2.75K
|
21.6K
$1.23M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
13+ 0.02% |
$698 - $745
|
59.5K
$3.39M
|
|
|
Oct 21, 2025
Q3 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
4+ 0.21% |
$215 - $229
|
1.91K
$109K
|
|
|
Oct 27, 2025
Q3 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
2+ 0.24% |
$107 - $115
|
819
$46.7K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1+ 0.02% |
$53.7 - $57.3
|
6.6K
$376K
|
|
|
Nov 04, 2025
Q3 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1+ 0.26% |
$53.7 - $57.3
|
379
$21.6K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.42KNew |
$391K - $508K
|
9.42K
$536K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.43KNew |
$308K - $400K
|
7.43K
$423K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.13K+ 50.4% |
$296K - $384K
|
21.3K
$1.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.71KNew |
$237K - $308K
|
5.71K
$325K
|
|