Purchases and Sales Made in Q2 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
228K+ 133.6% |
$9.48M - $10.9M
|
399K
$20.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152KNew |
$6.32M - $7.27M
|
152K
$7.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 23.34% |
$4.43M - $5.09M
|
563K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
96.7K+ 72.62% |
$4.02M - $4.62M
|
230K
$11.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.5KNew |
$2.55M - $2.94M
|
61.5K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 8.39% |
$1.94M - $2.24M
|
605K
$30.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.6KNew |
$1.65M - $1.89M
|
39.6K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 0.75% |
$1.4M - $1.61M
|
4.53M
$228M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3K+ 7.53% |
$1.39M - $1.59M
|
476K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 91.87% |
$1.26M - $1.45M
|
63.3K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
28.9K+ 5.21% |
$1.2M - $1.38M
|
584K
$29.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.8K+ 26.84% |
$1.12M - $1.28M
|
127K
$6.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 43.28% |
$878K - $1.01M
|
69.9K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
20.9K+ 6.25% |
$870K - $1M
|
356K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
20.8K+ 56.77% |
$866K - $996K
|
57.6K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.4KNew |
$847K - $974K
|
20.4K
$1.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
18.9KNew |
$785K - $903K
|
18.9K
$950K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
$767K - $882K
|
18.5K
$928K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.8K+ 35.71% |
$699K - $804K
|
64K
$3.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
15.2KNew |
$630K - $725K
|
15.2K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.3K+ 10.61% |
$596K - $685K
|
149K
$7.52M
|
|
|
Jul 17, 2024
Q2 2024
|
Atwater Malick LLC
|
BUY
|
- |
14.2K+ 30.36% |
$589K - $678K
|
60.9K
$3.06M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 22.71% |
$581K - $668K
|
75.5K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 597.2% |
$524K - $602K
|
14.7K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 0.47% |
$522K - $600K
|
2.69M
$135M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.3K+ 21.61% |
$511K - $588K
|
69.2K
$3.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$500K - $575K
|
12K
$606K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.2KNew |
$467K - $537K
|
11.2K
$565K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.9K+ 17.22% |
$453K - $521K
|
74.2K
$3.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.8K+ 82.05% |
$451K - $518K
|
24.1K
$1.21M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
9.98K+ 5.41% |
$415K - $477K
|
194K
$9.77M
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.83KNew |
$408K - $470K
|
9.83K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.31K+ 13.2% |
$387K - $445K
|
79.8K
$4.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09K+ 10.91% |
$336K - $387K
|
82.2K
$4.13M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09K+ 10.91% |
$336K - $387K
|
82.2K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.04K+ 24.83% |
$334K - $384K
|
40.4K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
7.71K+ 59.12% |
$320K - $369K
|
20.8K
$1.04M
|
|
|
Jul 24, 2024
Q2 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
7.58KNew |
$315K - $362K
|
7.58K
$381K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 115.38% |
$309K - $356K
|
13.9K
$698K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.02K+ 10.98% |
$292K - $335K
|
71K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.95K+ 3.59% |
$289K - $332K
|
201K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.76KNew |
$281K - $323K
|
6.76K
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.52K+ 21.23% |
$271K - $312K
|
37.2K
$1.87M
|
|
|
Jul 09, 2024
Q2 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
5.77K+ 1.47% |
$240K - $276K
|
397K
$20M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5.7K+ 56.21% |
$237K - $272K
|
15.8K
$797K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.3K+ 7.09% |
$220K - $253K
|
80.1K
$4.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
5.03KNew |
$209K - $240K
|
5.03K
$253K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
5.02KNew |
$208K - $240K
|
5.02K
$252K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
4.67K+ 43.65% |
$194K - $223K
|
15.4K
$773K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
4.57KNew |
$190K - $218K
|
4.57K
$230K
|