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 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184New |
$7.65K - $8.79K
|
184
$9.25K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
171+ 5.14% |
$7.11K - $8.17K
|
3.5K
$176K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
152+ 2.07% |
$6.32K - $7.26K
|
7.5K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
115+ 0.4% |
$4.78K - $5.5K
|
29.2K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104+ 0.78% |
$4.32K - $4.97K
|
13.5K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.16K - $4.78K
|
100
$5.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89+ 1.18% |
$3.7K - $4.25K
|
7.65K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$93.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68+ 0.95% |
$2.83K - $3.25K
|
7.26K
$365K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$99.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
51+ 0.19% |
$2.12K - $2.44K
|
26.6K
$1.34M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 5.77% |
$1.87K - $2.15K
|
825
$41.5K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.26K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.09% |
$1.87K - $2.15K
|
52.9K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37+ 0.13% |
$1.54K - $1.77K
|
28.9K
$1.45M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$1.37K - $1.58K
|
33
$1.66K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
30+ 0.09% |
$1.25K - $1.43K
|
32.9K
$1.66M
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
26+ 0.19% |
$1.08K - $1.24K
|
13.6K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.51% |
$1.04K - $1.19K
|
4.97K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 3.69% |
$623 - $717
|
422
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 16.05% |
$540 - $621
|
94
$4.73K
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
13+ 0.19% |
$540 - $621
|
6.79K
$342K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.19% |
$416 - $478
|
5.25K
$264K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.04% |
$374 - $430
|
23.1K
$1.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.19% |
$374 - $430
|
4.72K
$237K
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
4+ 0.03% |
$166 - $191
|
13.9K
$697K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$83.1 - $95.6
|
20.3K
$1.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.04% |
$83.1 - $95.6
|
5.4K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$41.6 - $47.8
|
225
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$41.6 - $47.8
|
185
$9.3K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2- 2.86% |
$83.1 - $95.6
|
68
$3.42K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.06% |
$166 - $191
|
6.32K
$318K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$208 - $239
|
4.84K
$243K
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-9- 0.04% |
$374 - $430
|
24.1K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-10- 0.17% |
$416 - $478
|
5.84K
$294K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-30- 0.32% |
$1.25K - $1.43K
|
9.37K
$471K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-32- 0.73% |
$1.33K - $1.53K
|
4.36K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.23% |
$1.41K - $1.62K
|
14.5K
$730K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-62- 0.5% |
$2.58K - $2.96K
|
12.3K
$619K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-68- 23.94% |
$2.83K - $3.25K
|
216
$10.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72- 0.35% |
$2.99K - $3.44K
|
20.4K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-74- 1.32% |
$3.08K - $3.54K
|
5.54K
$279K
|
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-76- 1.26% |
$3.16K - $3.63K
|
5.96K
$300K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 4.63% |
$3.41K - $3.92K
|
1.69K
$84.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-91- 1.93% |
$3.78K - $4.35K
|
4.63K
$233K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 0.42% |
$4.16K - $4.78K
|
23.7K
$1.19M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-122- 11.71% |
$5.07K - $5.83K
|
920
$46.3K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 2.27% |
$6.32K - $7.26K
|
6.54K
$329K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165- 0.13% |
$6.86K - $7.89K
|
132K
$6.62M
|
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-173- 0.26% |
$7.19K - $8.27K
|
67.5K
$3.4M
|