Purchases and Sales Made in Q1 2022 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI USA .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.37M+ 119605.79% |
$111M - $132M
|
3.37M
$170M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
736K+ 10.15% |
$24.2M - $28.9M
|
7.98M
$401M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
130KNew |
$4.29M - $5.12M
|
130K
$6.56M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
89.8K+ 113.2% |
$2.95M - $3.52M
|
169K
$8.5M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.4K+ 11.43% |
$2.38M - $2.84M
|
706K
$35.5M
|
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
59.1K+ 18.38% |
$1.94M - $2.32M
|
381K
$19.2M
|
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
59K+ 457.8% |
$1.94M - $2.32M
|
71.9K
$3.62M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
58.9K+ 14.62% |
$1.94M - $2.31M
|
462K
$23.2M
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
53.6KNew |
$1.76M - $2.11M
|
53.6K
$2.7M
|
|
|
May 27, 2022
Q1 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
53.2KNew |
$1.75M - $2.09M
|
53.2K
$2.68M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
44.5K+ 571.33% |
$1.46M - $1.75M
|
52.3K
$2.63M
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
42.6K+ 12.46% |
$1.4M - $1.67M
|
384K
$19.3M
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
33.6K+ 241.67% |
$1.1M - $1.32M
|
47.5K
$2.39M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
30.2K+ 87.86% |
$992K - $1.18M
|
64.5K
$3.24M
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
BUY
|
- |
29.4K+ 55.53% |
$967K - $1.15M
|
82.4K
$4.14M
|
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
27.8K+ 20.11% |
$913K - $1.09M
|
166K
$8.34M
|
|
|
May 13, 2022
Q1 2022
|
Old Mission Capital LLC
|
BUY
|
- |
22.8KNew |
$750K - $895K
|
22.8K
$1.15M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.6KNew |
$710K - $848K
|
21.6K
$1.09M
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
21.1K+ 13.67% |
$694K - $828K
|
176K
$8.83M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21K+ 14.07% |
$692K - $826K
|
171K
$8.58M
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
20.3K+ 95.7% |
$667K - $796K
|
41.5K
$2.09M
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
17.6KNew |
$580K - $692K
|
17.6K
$887K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Connections Group, Inc.
|
BUY
|
- |
17.2K+ 14.3% |
$567K - $677K
|
138K
$6.93M
|
|
|
Apr 25, 2022
Q1 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
17K+ 8.52% |
$560K - $668K
|
217K
$10.9M
|
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
16.3K+ 18.23% |
$536K - $639K
|
106K
$5.31M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.4K+ 140.0% |
$506K - $604K
|
26.4K
$1.33M
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
14.6KNew |
$481K - $574K
|
14.6K
$736K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
13.2KNew |
$435K - $520K
|
13.2K
$666K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
13.1K+ 31.1% |
$432K - $515K
|
55.3K
$2.78M
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 29.12% |
$410K - $490K
|
55.3K
$2.78M
|
|
|
May 06, 2022
Q1 2022
|
Accredited Investors Inc.
|
BUY
|
- |
11.5K+ 37.91% |
$377K - $450K
|
41.7K
$2.1M
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
11KNew |
$363K - $433K
|
11K
$555K
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.97K+ 26.48% |
$328K - $391K
|
47.6K
$2.39M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.97K+ 16.91% |
$295K - $352K
|
62K
$3.12M
|
|
|
May 18, 2022
Q1 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
8.89KNew |
$292K - $349K
|
8.89K
$447K
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
8.6KNew |
$283K - $338K
|
8.6K
$432K
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.58K+ 85.18% |
$282K - $337K
|
18.7K
$938K
|
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
8.34KNew |
$274K - $327K
|
8.34K
$419K
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
8.04KNew |
$264K - $315K
|
8.04K
$404K
|
|
|
May 05, 2022
Q1 2022
|
West Wealth Group, LLC
|
BUY
|
- |
7.82K+ 147.62% |
$257K - $307K
|
13.1K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.41K+ 19.7% |
$244K - $291K
|
45K
$2.26M
|
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.11K+ 68.34% |
$234K - $279K
|
17.5K
$881K
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.74K+ 13.4% |
$222K - $265K
|
57K
$2.87M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
BUY
|
- |
5.39K+ 77.25% |
$177K - $212K
|
12.4K
$622K
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.17K+ 54.07% |
$170K - $203K
|
14.7K
$741K
|
|
|
May 10, 2022
Q1 2022
|
Keystone Financial Services
|
BUY
|
- |
4.93K+ 19.81% |
$162K - $193K
|
29.8K
$1.5M
|
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
4.28K+ 4.72% |
$141K - $168K
|
95K
$4.78M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.24K+ 61.56% |
$139K - $166K
|
11.1K
$559K
|
|
|
May 06, 2022
Q1 2022
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.68K+ 10.83% |
$121K - $144K
|
37.6K
$1.89M
|
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.38K+ 44.22% |
$111K - $133K
|
11K
$554K
|