Purchases and Sales Made in Q3 2022 in Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

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 25, 2022 Q3 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.11K
+ 5.25%
$31K - $37.6K
22.1K $1.11M
Nov 14, 2022 Q3 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
1.09K
+ 4.0%
$30.5K - $37K
28.3K $1.42M
Nov 04, 2022 Q3 2022
Tortoise Investment Management, LLC

BUY
 -
1.07K
+ 50.96%
$29.8K - $36.3K
3.16K $159K
Nov 14, 2022 Q3 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
1.06K
+ 1.06%
$29.8K - $36.3K
101K $5.1M
Nov 14, 2022 Q3 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
802
+ 1.42%
$22.5K - $27.3K
57.1K $2.87M
Nov 07, 2022 Q3 2022
Institutional & Family Asset Management, LLC

BUY
 -
638
+ 42.48%
$17.9K - $21.7K
2.14K $108K
Oct 14, 2022 Q3 2022
Diversified Trust CO

BUY
 -
609
+ 1.95%
$17.1K - $20.7K
31.8K $1.6M
Nov 14, 2022 Q3 2022
Tcwp LLC

Tampa, FL
BUY
 -
502
+ 2.78%
$14.1K - $17.1K
18.6K $933K
Oct 31, 2022 Q3 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
478
+ 2.76%
$13.4K - $16.3K
17.8K $895K
Oct 28, 2022 Q3 2022
Austin Private Wealth, LLC

BUY
 -
371
+ 1.43%
$10.4K - $12.6K
26.3K $1.32M
Nov 08, 2022 Q3 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
300
+ 3.22%
$8.41K - $10.2K
9.63K $484K
Oct 18, 2022 Q3 2022
Clearview Wealth Advisors LLC

BUY
 -
242
+ 21.76%
$6.78K - $8.24K
1.35K $68.1K
Nov 14, 2022 Q3 2022
Wealthsource Partners, LLC

BUY
 -
203
+ 0.34%
$5.69K - $6.92K
60K $3.02M
Oct 17, 2022 Q3 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
186
+ 2.59%
$5.21K - $6.34K
7.36K $370K
Feb 10, 2023 Q3 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
179
+ 1.55%
$5.02K - $6.1K
11.7K $590K
Nov 14, 2022 Q3 2022
Northwestern Mutual Wealth Management CO

BUY
 -
169
+ 0.94%
$4.74K - $5.76K
18.1K $912K
Nov 10, 2022 Q3 2022
Lindbrook Capital, LLC

BUY
 -
79
New
$2.21K - $2.69K
79 $3.97K
Oct 24, 2022 Q3 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
73
+ 0.86%
$2.05K - $2.49K
8.55K $430K
Nov 14, 2022 Q3 2022
Ascent Group, LLC

BUY
 -
38
+ 0.29%
$1.06K - $1.29K
13.2K $662K
Nov 15, 2022 Q3 2022
Mai Capital Management

BUY
 -
15
+ 0.18%
$420 - $511
8.42K $423K
Nov 14, 2022 Q3 2022
Wells Fargo & Company

San Francisco, CA
BUY
 -
4
+ 0.03%
$112 - $136
13.9K $698K
Nov 02, 2022 Q3 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.45%
$28 - $34.1
225 $11.3K
Nov 15, 2022 Q3 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 17, 2024 Q3 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-2
- 0.68%
$56 - $68.1
292 $14.7K
Nov 14, 2022 Q3 2022
Wrapmanager Inc

SELL
 -
-29
- 0.19%
$813 - $988
14.8K $747K
Nov 02, 2022 Q3 2022
Aptus Capital Advisors, LLC

SELL
 -
-66
- 0.78%
$1.85K - $2.25K
8.44K $425K
May 15, 2024 Q3 2022
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-115
- 22.77%
$3.22K - $3.92K
390 $19.6K
Nov 14, 2022 Q3 2022
Aufman Associates Inc

Sewickley, PA
SELL
 -
-133
- 1.38%
$3.73K - $4.53K
9.53K $479K
Oct 06, 2022 Q3 2022
Uma Financial Services, Inc.

SELL
 -
-142
- 1.12%
$3.98K - $4.84K
12.5K $630K
Nov 14, 2022 Q3 2022
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-207
- 2.02%
$5.8K - $7.05K
10K $505K
Nov 10, 2022 Q3 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-222
- 1.01%
$6.22K - $7.56K
21.8K $1.1M
Oct 27, 2022 Q3 2022
Cwm, LLC

SELL
 -
-229
- 3.01%
$6.42K - $7.8K
7.37K $371K
Nov 15, 2022 Q3 2022
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-327
- 1.55%
$9.16K - $11.1K
20.8K $1.05M
Nov 07, 2022 Q3 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-356
- 4.17%
$9.98K - $12.1K
8.18K $411K
Nov 15, 2022 Q3 2022
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-411
- 7.74%
$11.5K - $14K
4.9K $246K
Oct 21, 2022 Q3 2022
West Wealth Group, LLC

SELL
 -
-449
- 4.06%
$12.6K - $15.3K
10.6K $533K
Nov 14, 2022 Q3 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-514
- 6.44%
$14.4K - $17.5K
7.47K $376K
Nov 01, 2022 Q3 2022
Avantax Advisory Services, Inc.

SELL
 -
-524
- 3.36%
$14.7K - $17.9K
15.1K $758K
Oct 24, 2022 Q3 2022
Stratos Wealth Advisors, LLC

SELL
 -
-538
- 5.43%
$15.1K - $18.3K
9.36K $471K
Oct 25, 2022 Q3 2022
Ae Wealth Management LLC

SELL
 -
-562
- 1.92%
$15.7K - $19.1K
28.6K $1.44M
Oct 28, 2022 Q3 2022
Keystone Financial Services

SELL
 -
-640
- 3.23%
$17.9K - $21.8K
19.2K $965K
Nov 14, 2022 Q3 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-643
- 1.54%
$18K - $21.9K
41.2K $2.07M
Nov 09, 2022 Q3 2022
First Horizon Advisors, Inc.

SELL
 -
-703
- 2.87%
$19.7K - $24K
23.8K $1.2M
Nov 08, 2022 Q3 2022
Van Hulzen Asset Management, LLC

SELL
 -
-762
- 6.35%
$21.4K - $26K
11.2K $565K
Nov 08, 2022 Q3 2022
Your Advocates Ltd., LLP

Houston, TX
SELL
 -
-785
- 57.3%
$22K - $26.7K
585 $29.4K
Nov 10, 2022 Q3 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-941
- 2.59%
$26.4K - $32.1K
35.3K $1.78M
Nov 01, 2022 Q3 2022
Creative Financial Designs Inc

SELL
 -
-1.44K
- 13.15%
$40.2K - $48.9K
9.49K $477K
Nov 14, 2022 Q3 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-2.12K
- 13.12%
$59.4K - $72.3K
14K $706K
Nov 14, 2022 Q3 2022
Morgan Stanley

New York, NY
SELL
 -
-2.46K
- 87.11%
$68.9K - $83.8K
364 $18.3K

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