Purchases and Sales Made in Q4 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.13MNew |
$37.6M - $45.1M
|
1.13M
$56.9M
|
|
|
Jan 16, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
168KNew |
$5.59M - $6.71M
|
168K
$8.46M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
72.3KNew |
$2.4M - $2.88M
|
72.3K
$3.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
67.7K+ 15.4% |
$2.25M - $2.7M
|
507K
$25.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
56.7K+ 16.68% |
$1.88M - $2.26M
|
397K
$19.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
54.3K+ 108.67% |
$1.81M - $2.17M
|
104K
$5.25M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
52KNew |
$1.73M - $2.08M
|
52K
$2.62M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
44.9K+ 256.41% |
$1.49M - $1.79M
|
62.4K
$3.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
44.9K+ 256.41% |
$1.49M - $1.79M
|
62.4K
$3.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
37.8K+ 227.46% |
$1.26M - $1.51M
|
54.4K
$2.74M
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
29.9K+ 16.01% |
$993K - $1.19M
|
216K
$10.9M
|
|
|
Mar 15, 2024
Q4 2023
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
29.6KNew |
$985K - $1.18M
|
29.6K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
29.2K+ 305.96% |
$970K - $1.16M
|
38.7K
$1.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28.5KNew |
$949K - $1.14M
|
28.5K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
27.5K+ 219.73% |
$915K - $1.1M
|
40.1K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
26K+ 27.51% |
$864K - $1.04M
|
120K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
24.8KNew |
$824K - $990K
|
24.8K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
23.9K+ 9.33% |
$794K - $953K
|
280K
$14.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
20.7KNew |
$689K - $827K
|
20.7K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
16.2KNew |
$538K - $646K
|
16.2K
$814K
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
15.5KNew |
$517K - $620K
|
15.5K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
14.3KNew |
$474K - $569K
|
14.3K
$718K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
13.9K+ 120.24% |
$461K - $554K
|
25.4K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11.4K+ 12.01% |
$377K - $453K
|
106K
$5.33M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 10.03% |
$368K - $442K
|
122K
$6.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
10.7KNew |
$356K - $427K
|
10.7K
$538K
|
|
|
Jan 30, 2024
Q4 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
10.7K+ 3.25% |
$356K - $427K
|
340K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
BUY
|
- |
10.4KNew |
$346K - $416K
|
10.4K
$524K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
10.1K+ 497.87% |
$334K - $401K
|
12.1K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
9.87KNew |
$328K - $394K
|
9.87K
$496K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.48KNew |
$315K - $378K
|
9.48K
$477K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.38K+ 2.36% |
$312K - $374K
|
406K
$20.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.13K+ 38.02% |
$303K - $364K
|
33.1K
$1.67M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$282K - $338K
|
8.47K
$426K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
7.5K+ 67.92% |
$249K - $299K
|
18.5K
$933K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
7.41KNew |
$246K - $296K
|
7.41K
$373K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
7.28K+ 12.46% |
$242K - $290K
|
65.7K
$3.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
7.25KNew |
$241K - $289K
|
7.25K
$365K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
BUY
|
- |
7.05KNew |
$234K - $281K
|
7.05K
$355K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.94K+ 4.03% |
$231K - $277K
|
179K
$9.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
6.79K+ 297.37% |
$226K - $271K
|
9.07K
$456K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
6.53K+ 29.65% |
$217K - $261K
|
28.6K
$1.44M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
6.27KNew |
$208K - $250K
|
6.27K
$315K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.23KNew |
$207K - $249K
|
6.23K
$313K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.21KNew |
$206K - $248K
|
6.21K
$312K
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.43KNew |
$180K - $217K
|
5.43K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
5.42KNew |
$180K - $216K
|
5.42K
$272K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.28K+ 1.36% |
$176K - $211K
|
393K
$19.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.23KNew |
$174K - $209K
|
5.23K
$263K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.22KNew |
$174K - $208K
|
5.22K
$263K
|