Purchases and Sales Made in Q3 2022 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
BUY
|
- |
556KNew |
$15.6M - $18.9M
|
556K
$27.9M
|
|
Nov 14, 2022
Q3 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
149K+ 4.13% |
$4.19M - $5.09M
|
3.77M
$190M
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
113K+ 1.77% |
$3.16M - $3.84M
|
6.48M
$326M
|
|
Nov 10, 2022
Q3 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
98.5K+ 116.08% |
$2.76M - $3.36M
|
183K
$9.22M
|
|
Oct 25, 2022
Q3 2022
|
Crestone Asset Management LLC
|
BUY
|
- |
49K+ 406.83% |
$1.37M - $1.67M
|
61K
$3.07M
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
45.5K+ 294.21% |
$1.28M - $1.55M
|
61K
$3.07M
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38.9KNew |
$1.09M - $1.33M
|
38.9K
$1.96M
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
37.4K+ 17.66% |
$1.05M - $1.27M
|
249K
$12.5M
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
28.5K+ 2326.49% |
$797K - $969K
|
29.7K
$1.49M
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
24.5K+ 6.24% |
$687K - $835K
|
417K
$21M
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
21.3K+ 22.07% |
$596K - $724K
|
118K
$5.91M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
19.9KNew |
$557K - $677K
|
19.9K
$999K
|
|
Oct 24, 2022
Q3 2022
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
18.5KNew |
$517K - $629K
|
18.5K
$928K
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.8K+ 5.45% |
$443K - $538K
|
306K
$15.4M
|
|
Nov 14, 2022
Q3 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.3K+ 30.05% |
$428K - $521K
|
66.2K
$3.33M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.2KNew |
$371K - $451K
|
13.2K
$665K
|
|
Oct 25, 2022
Q3 2022
|
Ma Private Wealth
|
BUY
|
- |
12.9KNew |
$362K - $440K
|
12.9K
$649K
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 72.35% |
$359K - $436K
|
30.5K
$1.53M
|
|
Nov 04, 2022
Q3 2022
|
F
|
BUY
|
- |
12.1KNew |
$338K - $411K
|
12.1K
$607K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 17.47% |
$305K - $371K
|
73.2K
$3.68M
|
|
Oct 14, 2022
Q3 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
9.51K+ 20.06% |
$266K - $324K
|
56.9K
$2.86M
|
|
Nov 10, 2022
Q3 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.77K+ 102.6% |
$246K - $299K
|
17.3K
$871K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
8.75KNew |
$245K - $298K
|
8.75K
$440K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.02K+ 11.98% |
$225K - $273K
|
74.9K
$3.77M
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.98KNew |
$223K - $272K
|
7.98K
$401K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
7.43K+ 96.24% |
$208K - $253K
|
15.1K
$762K
|
|
Nov 10, 2022
Q3 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.43K+ 62.84% |
$208K - $253K
|
19.2K
$968K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.73K+ 17.62% |
$189K - $229K
|
44.9K
$2.26M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
6.5K+ 349.06% |
$182K - $222K
|
8.37K
$421K
|
|
Oct 31, 2022
Q3 2022
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.18K+ 16.14% |
$145K - $176K
|
37.2K
$1.87M
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
4.84KNew |
$136K - $165K
|
4.84K
$243K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.83K+ 43.73% |
$135K - $165K
|
15.9K
$798K
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.64K+ 18.73% |
$130K - $158K
|
29.4K
$1.48M
|
|
Oct 24, 2022
Q3 2022
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.37K+ 6.73% |
$122K - $149K
|
69.3K
$3.49M
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
3.75K+ 40.47% |
$105K - $128K
|
13K
$654K
|
|
Nov 08, 2022
Q3 2022
|
Accredited Investors Inc.
|
BUY
|
- |
3.5K+ 8.26% |
$98.2K - $119K
|
45.9K
$2.31M
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.43K+ 8.87% |
$96K - $117K
|
42K
$2.11M
|
|
Oct 28, 2022
Q3 2022
|
Spinnaker Trust
|
BUY
|
- |
3.25K+ 1.76% |
$91K - $111K
|
187K
$9.42M
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.7K+ 20.03% |
$75.6K - $91.9K
|
16.2K
$813K
|
|
Nov 14, 2022
Q3 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.6K+ 31.12% |
$72.9K - $88.6K
|
11K
$551K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.45KNew |
$68.5K - $83.3K
|
2.45K
$123K
|
|
Oct 20, 2022
Q3 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
2.39K+ 24.66% |
$66.9K - $81.4K
|
12.1K
$607K
|
|
Nov 14, 2022
Q3 2022
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.37K+ 10.17% |
$66.4K - $80.7K
|
25.7K
$1.29M
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.33K+ 10.1% |
$65.2K - $79.2K
|
25.3K
$1.27M
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.03K+ 12.93% |
$57K - $69.3K
|
17.8K
$893K
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.94K+ 97.58% |
$54.2K - $65.9K
|
3.92K
$197K
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.74K+ 14.7% |
$48.8K - $59.3K
|
13.6K
$683K
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
1.71K+ 82.42% |
$47.9K - $58.3K
|
3.79K
$190K
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$35.6K - $43.3K
|
1.27K
$63.9K
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.11K+ 2.12% |
$31.2K - $37.9K
|
53.6K
$2.7M
|