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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-2.74K- 4.18% |
$76.9K - $93.5K
|
62.9K
$3.16M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 11.91% |
$77.3K - $93.9K
|
20.4K
$1.03M
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4K- 26.53% |
$112K - $136K
|
11.1K
$558K
|
|
|
Oct 28, 2022
Q3 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-5.81K- 7.03% |
$163K - $198K
|
76.9K
$3.87M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-6.62K- 5.33% |
$185K - $225K
|
118K
$5.91M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-8.96K- 1.63% |
$251K - $305K
|
539K
$27.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-10.9K- 19.9% |
$306K - $371K
|
43.9K
$2.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12K- 32.65% |
$335K - $408K
|
24.7K
$1.24M
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.1K- 3.08% |
$339K - $412K
|
381K
$19.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-13.6K- 10.38% |
$382K - $465K
|
118K
$5.93M
|
|
|
Oct 31, 2022
Q3 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-15.7K- 9.79% |
$439K - $534K
|
144K
$7.26M
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.2K- 30.78% |
$623K - $758K
|
50K
$2.51M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-22.2K- 30.78% |
$623K - $758K
|
50K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-22.3K- 13.44% |
$623K - $758K
|
143K
$7.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-27.1K- 39.46% |
$758K - $922K
|
41.5K
$2.09M
|