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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-65- 0.34% |
$2.83K - $3.21K
|
18.9K
$964K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-24- 0.31% |
$1.05K - $1.18K
|
7.66K
$391K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-20- 0.07% |
$872 - $987
|
29.2K
$1.49M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 0.11% |
$567 - $642
|
12.3K
$627K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.16% |
$305 - $345
|
4.36K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.09% |
$262 - $296
|
6.54K
$333K
|
|
| Q2 2024 | |||||||
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.16K- 10.11% |
$48.1K - $55.3K
|
10.3K
$525K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-818- 5.0% |
$34K - $39.1K
|
15.5K
$792K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-772- 8.4% |
$32.1K - $36.9K
|
8.42K
$429K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$926K
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.3M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-68- 23.94% |
$2.83K - $3.25K
|
216
$11K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.06% |
$166 - $191
|
6.32K
$322K
|
|
| Q1 2024 | |||||||
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.35K- 98.6% |
$363K - $423K
|
133
$6.78K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-654- 10.44% |
$25.4K - $29.6K
|
5.61K
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 9.56% |
$25K - $29.1K
|
6.09K
$311K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-530- 7.21% |
$20.6K - $24K
|
6.82K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.8% |
$9.74K - $11.4K
|
4.98K
$254K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.55% |
$699 - $814
|
378
$19.3K
|
|
| Q4 2023 | |||||||
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.7K- 7.64% |
$123K - $148K
|
44.7K
$2.28M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.44K- 7.31% |
$81.2K - $97.5K
|
31K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.44K- 17.24% |
$81.1K - $97.4K
|
11.7K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.12K- 16.96% |
$37.1K - $44.5K
|
5.47K
$279K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-606- 6.55% |
$20.8K - $22.6K
|
8.65K
$441K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-143- 1.22% |
$4.91K - $5.34K
|
11.6K
$589K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 50.0% |
$3.91K - $4.26K
|
114
$5.81K
|
|
| Q2 2023 | |||||||
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 76.92% |
$970 - $1.08K
|
9
$459
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 1.41% |
$259 - $288
|
561
$28.6K
|
|
| Q1 2023 | |||||||
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35.5K- 94.31% |
$1.08M - $1.2M
|
2.14K
$109K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-410- 5.17% |
$12.5K - $13.8K
|
7.53K
$384K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-300- 30.93% |
$9.12K - $10.1K
|
670
$34.2K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106- 6.86% |
$3.22K - $3.57K
|
1.44K
$73.4K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.51K- 8.12% |
$69.6K - $81.5K
|
28.4K
$1.45M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.1K- 3.08% |
$339K - $412K
|
381K
$19.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-10.9K- 19.9% |
$306K - $371K
|
43.9K
$2.24M
|
|
| Q2 2022 | |||||||
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-8.34KClosed |
$239K - $302K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.59KClosed |
$189K - $238K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-4.58K- 36.99% |
$131K - $165K
|
7.8K
$397K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.82KClosed |
$109K - $138K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-176Closed |
$5.04K - $6.36K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-37.2KClosed |
$1.22M - $1.46M
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-32.7KClosed |
$1.08M - $1.29M
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.5KClosed |
$511K - $610K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.68KClosed |
$187K - $223K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.18KClosed |
$170K - $203K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-666Closed |
$21.9K - $26.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-575Closed |
$18.9K - $22.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-330Closed |
$10.9K - $13K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$9.86K - $11.8K
|
0
$0
|
|