Purchases and Sales Made in Q4 2021 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
5.56K+ 25.71% |
$200K - $222K
|
27.2K
$1.37M
|
|
|
Feb 02, 2022
Q4 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
5.47K+ 19.19% |
$196K - $218K
|
34K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.46KNew |
$196K - $217K
|
5.46K
$274K
|
|
|
Feb 07, 2022
Q4 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
5.41KNew |
$194K - $216K
|
5.41K
$272K
|
|
|
Feb 04, 2022
Q4 2021
|
F
|
BUY
|
- |
5.41KNew |
$194K - $216K
|
5.41K
$272K
|
|
|
May 05, 2022
Q4 2021
|
West Wealth Group, LLC
|
BUY
|
- |
5.3KNew |
$190K - $211K
|
5.3K
$267K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5.18KNew |
$186K - $206K
|
5.18K
$261K
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.17K+ 91.75% |
$186K - $206K
|
10.8K
$544K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
4.57K+ 35.16% |
$164K - $182K
|
17.6K
$883K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.11K+ 33.68% |
$147K - $164K
|
16.3K
$820K
|
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
3.62K+ 13.59% |
$130K - $144K
|
30.3K
$1.52M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.28K+ 52.08% |
$117K - $130K
|
9.56K
$481K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.23K+ 16.21% |
$116K - $129K
|
23.2K
$1.16M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.18K+ 17.29% |
$114K - $127K
|
21.6K
$1.08M
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.17K+ 45.84% |
$114K - $126K
|
10.1K
$507K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.92K+ 9.02% |
$105K - $116K
|
35.3K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.89KNew |
$104K - $115K
|
2.89K
$145K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.41K+ 8.1% |
$86.6K - $96.1K
|
32.2K
$1.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Pecaut & Co.
|
BUY
|
- |
2.17KNew |
$77.7K - $86.3K
|
2.17K
$109K
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
BUY
|
- |
1.64K+ 23.87% |
$58.8K - $65.3K
|
8.51K
$428K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.5K+ 4.14% |
$53.7K - $59.6K
|
37.6K
$1.89M
|
|
|
Feb 10, 2022
Q4 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.44K+ 104.13% |
$51.5K - $57.3K
|
2.82K
$142K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.17K+ 13.51% |
$42.1K - $46.7K
|
9.85K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.11K+ 1.24% |
$39.9K - $44.3K
|
90.7K
$4.56M
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
970New |
$34.8K - $38.6K
|
970
$48.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
763+ 6.43% |
$27.4K - $30.4K
|
12.6K
$635K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
756+ 12.97% |
$27.1K - $30.1K
|
6.59K
$331K
|
|
|
Feb 07, 2022
Q4 2021
|
Wrapmanager Inc
|
BUY
|
- |
705+ 4.76% |
$25.3K - $28.1K
|
15.5K
$780K
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
666New |
$23.9K - $26.5K
|
666
$33.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
575New |
$20.6K - $22.9K
|
575
$28.9K
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
575New |
$20.6K - $22.9K
|
575
$28.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
456+ 6.11% |
$16.4K - $18.2K
|
7.92K
$398K
|
|
|
Jan 31, 2022
Q4 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
425+ 1.68% |
$15.2K - $16.9K
|
25.8K
$1.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
364New |
$13.1K - $14.5K
|
364
$18.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
344+ 4.71% |
$12.3K - $13.7K
|
7.64K
$384K
|
|
|
Jan 20, 2022
Q4 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
300+ 0.44% |
$10.8K - $12K
|
69K
$3.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
300New |
$10.8K - $12K
|
300
$15.1K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
244+ 82.71% |
$8.75K - $9.72K
|
539
$27.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
243+ 2.9% |
$8.72K - $9.68K
|
8.62K
$434K
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
232+ 1.32% |
$8.32K - $9.24K
|
17.9K
$898K
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
219+ 10.02% |
$7.86K - $8.72K
|
2.4K
$121K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
177+ 2.64% |
$6.35K - $7.05K
|
6.88K
$346K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
158New |
$5.67K - $6.29K
|
158
$7.95K
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
155+ 0.91% |
$5.56K - $6.18K
|
17.2K
$867K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
150New |
$5.38K - $5.98K
|
150
$7.54K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
118+ 0.76% |
$4.23K - $4.7K
|
15.5K
$782K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
93+ 113.41% |
$3.34K - $3.71K
|
175
$8.8K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
89+ 42.58% |
$3.19K - $3.55K
|
298
$15K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
60+ 22.22% |
$2.15K - $2.39K
|
330
$16.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
40+ 0.54% |
$1.43K - $1.59K
|
7.44K
$374K
|