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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4.49KNew |
$186K - $242K
|
4.49K
$256K
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.05KNew |
$168K - $218K
|
4.05K
$231K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$161K - $209K
|
3.87K
$220K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.83KNew |
$159K - $207K
|
3.83K
$218K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.75KNew |
$156K - $202K
|
3.75K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$111K - $144K
|
2.67K
$152K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52KNew |
$105K - $136K
|
2.52K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
642+ 14.04% |
$26.7K - $34.6K
|
5.22K
$297K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
597New |
$24.8K - $32.2K
|
597
$34K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
492New |
$20.4K - $26.5K
|
492
$28K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 4.04% |
$18.7K - $24.3K
|
11.6K
$660K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
332New |
$13.8K - $17.9K
|
332
$18.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
173+ 3.91% |
$7.19K - $9.33K
|
4.59K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
44+ 14.1% |
$1.83K - $2.37K
|
356
$20.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 2.14% |
$1.5K - $1.94K
|
1.72K
$97.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.42% |
$1.45K - $1.89K
|
8.44K
$481K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
47.4KNew |
$2.2M - $2.49M
|
47.4K
$2.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$224K - $254K
|
4.83K
$275K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.24K+ 18.15% |
$104K - $118K
|
14.6K
$830K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
825New |
$38.3K - $43.4K
|
825
$47K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
224New |
$10.4K - $11.8K
|
224
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
54+ 6.8% |
$2.5K - $2.84K
|
848
$48.3K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 5.65% |
$1.25K - $1.42K
|
505
$28.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
24+ 0.21% |
$1.11K - $1.26K
|
11.6K
$661K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7+ 0.81% |
$325 - $369
|
873
$49.7K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 100.0% |
$139 - $158
|
6
$342
|
|
| Q4 2024 | |||||||
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
15.1KNew |
$730K - $792K
|
15.1K
$859K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.22KNew |
$205K - $222K
|
4.22K
$241K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.89M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
791New |
$38.3K - $41.6K
|
791
$45.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$38K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
304+ 6.19% |
$14.7K - $16K
|
5.22K
$297K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$58.4K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$170K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27+ 0.11% |
$1.31K - $1.42K
|
23.6K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$48.5 - $52.6
|
186
$10.6K
|
|
| Q3 2024 | |||||||
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$4.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04K+ 14.76% |
$263K - $298K
|
46.9K
$2.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$252K - $286K
|
5.79K
$330K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32KNew |
$232K - $263K
|
5.32K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.65KNew |
$203K - $230K
|
4.65K
$265K
|
|
|
Dec 15, 2025
Q3 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
4.09KNew |
$178K - $202K
|
4.09K
$233K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 33.31% |
$98.9K - $112K
|
9.08K
$517K
|
|