Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-28.1K- 27.08% |
$1.23M - $1.39M
|
75.7K
$3.81M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.37K- 79.21% |
$190K - $215K
|
1.15K
$57.6K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 25.63% |
$184K - $208K
|
12.2K
$615K
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 4.9% |
$145K - $164K
|
64.6K
$3.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.97K- 8.91% |
$129K - $146K
|
30.3K
$1.53M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 17.45% |
$104K - $118K
|
11.3K
$569K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.99K- 8.13% |
$86.6K - $98.1K
|
22.5K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 1.09% |
$54K - $61.1K
|
112K
$5.64M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 8.64% |
$49.6K - $56.2K
|
12K
$606K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-955- 7.77% |
$41.6K - $47.1K
|
11.3K
$570K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-889- 11.13% |
$38.8K - $43.9K
|
7.1K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-852- 5.87% |
$37.1K - $42K
|
13.7K
$687K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-685- 0.17% |
$29.9K - $33.8K
|
396K
$19.9M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-548- 3.58% |
$23.9K - $27K
|
14.7K
$741K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-382- 2.75% |
$16.7K - $18.9K
|
13.5K
$678K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-304- 0.92% |
$13.3K - $15K
|
32.6K
$1.64M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-285- 2.53% |
$12.4K - $14.1K
|
11K
$552K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-284- 1.19% |
$12.4K - $14K
|
23.6K
$1.19M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-277- 4.65% |
$12.1K - $13.7K
|
5.68K
$286K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-187- 0.65% |
$8.15K - $9.23K
|
28.7K
$1.44M
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-120- 1.58% |
$5.23K - $5.92K
|
7.47K
$376K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 0.36% |
$2.79K - $3.16K
|
17.7K
$892K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-54- 1.11% |
$2.35K - $2.66K
|
4.8K
$241K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.83% |
$1.26K - $1.43K
|
3.47K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$255K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-20- 0.07% |
$872 - $987
|
29.2K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.16% |
$305 - $345
|
4.36K
$219K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-95.1K- 84.92% |
$3.95M - $4.54M
|
16.9K
$849K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 5.79% |
$712K - $818K
|
278K
$14M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.57K- 30.26% |
$232K - $266K
|
12.8K
$646K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.45K- 31.0% |
$144K - $165K
|
7.69K
$387K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.02K- 1.31% |
$126K - $144K
|
227K
$11.4M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.57K- 30.14% |
$107K - $123K
|
5.94K
$299K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.91K- 21.82% |
$79.5K - $91.5K
|
6.86K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.72K- 4.02% |
$71.3K - $82K
|
40.9K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.66K- 4.82% |
$68.9K - $79.2K
|
32.8K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.25K- 1.96% |
$52.1K - $59.9K
|
62.6K
$3.15M
|
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.2K- 14.29% |
$49.9K - $57.3K
|
7.2K
$362K
|
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.16K- 3.03% |
$48.4K - $55.6K
|
37.2K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 6.33% |
$48.2K - $55.4K
|
17.1K
$862K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.16K- 10.11% |
$48.1K - $55.3K
|
10.3K
$518K
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-949- 5.34% |
$39.4K - $45.4K
|
16.8K
$847K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-818- 5.0% |
$34K - $39.1K
|
15.5K
$782K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-772- 8.4% |
$32.1K - $36.9K
|
8.42K
$423K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$914K
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-679- 4.67% |
$28.2K - $32.4K
|
13.9K
$697K
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-496- 5.51% |
$20.6K - $23.7K
|
8.51K
$428K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.28M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165- 0.13% |
$6.86K - $7.89K
|
132K
$6.62M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 2.27% |
$6.32K - $7.26K
|
6.54K
$329K
|
|