Purchases and Sales Made in Q4 2025 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2025. 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 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
46K+ 104.55% |
$2.59M - $2.73M
|
90K
$5.13M
|
|
|
Jan 29, 2026
Q4 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
12.1KNew |
$682K - $720K
|
12.1K
$690K
|
|
|
Jan 08, 2026
Q4 2025
|
Asempa Wealth Advisors
Baton Rouge, LA |
BUY
|
- |
11.5KNew |
$650K - $686K
|
11.5K
$658K
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
7.97KNew |
$448K - $473K
|
7.97K
$454K
|
|
|
Jan 26, 2026
Q4 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
6.34K+ 34.05% |
$357K - $377K
|
25K
$1.42M
|
|
|
Jan 23, 2026
Q4 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
5.44K+ 7.0% |
$306K - $323K
|
83.2K
$4.74M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
5.26KNew |
$296K - $312K
|
5.26K
$299K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.99K+ 1.66% |
$280K - $296K
|
305K
$17.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.62K+ 1.95% |
$260K - $275K
|
242K
$13.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.45KNew |
$250K - $264K
|
4.45K
$254K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.17K+ 17.81% |
$235K - $248K
|
27.6K
$1.57M
|
|
|
Jan 13, 2026
Q4 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
3.89K+ 3.38% |
$219K - $231K
|
119K
$6.78M
|
|
|
Jan 16, 2026
Q4 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.99K+ 0.45% |
$168K - $177K
|
670K
$38.2M
|
|
|
Jan 29, 2026
Q4 2025
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
2.81K+ 5.65% |
$158K - $167K
|
52.6K
$3M
|
|
|
Jan 28, 2026
Q4 2025
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
2.73K+ 73.1% |
$153K - $162K
|
6.45K
$368K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.4K+ 7.94% |
$135K - $142K
|
32.6K
$1.85M
|
|
|
Jan 20, 2026
Q4 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
2.2K+ 3.31% |
$123K - $130K
|
68.5K
$3.9M
|
|
|
Jan 26, 2026
Q4 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
1.16K+ 38.28% |
$65.3K - $68.9K
|
4.19K
$239K
|
|
|
Jan 15, 2026
Q4 2025
|
Rcs Financial Planning, LLC
Annapolis, MD |
BUY
|
- |
1.15K+ 14.9% |
$64.6K - $68.2K
|
8.85K
$504K
|
|
|
Jan 29, 2026
Q4 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
997+ 6.05% |
$56.1K - $59.2K
|
17.5K
$996K
|
|
|
Jan 06, 2026
Q4 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
983+ 7.06% |
$55.3K - $58.4K
|
14.9K
$849K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
918+ 8.6% |
$51.6K - $54.5K
|
11.6K
$661K
|
|
|
Jan 29, 2026
Q4 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
907New |
$51K - $53.9K
|
907
$51.7K
|
|
|
Jan 13, 2026
Q4 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
843+ 2.21% |
$47.4K - $50.1K
|
38.9K
$2.22M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
773+ 2.01% |
$43.5K - $45.9K
|
39.3K
$2.24M
|
|
|
Jan 15, 2026
Q4 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
581+ 3.73% |
$32.7K - $34.5K
|
16.2K
$921K
|
|
|
Jan 09, 2026
Q4 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
448+ 10.0% |
$25.2K - $26.6K
|
4.93K
$281K
|
|
|
Jan 20, 2026
Q4 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
410+ 3.5% |
$23.1K - $24.3K
|
12.1K
$691K
|
|
|
Jan 22, 2026
Q4 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
402+ 1.32% |
$22.6K - $23.9K
|
30.8K
$1.75M
|
|
|
Jan 06, 2026
Q4 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
358+ 4.78% |
$20.1K - $21.3K
|
7.85K
$447K
|
|
|
Jan 27, 2026
Q4 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
307+ 0.71% |
$17.3K - $18.2K
|
43.5K
$2.48M
|
|
|
Jan 20, 2026
Q4 2025
|
Jb Capital LLC
|
BUY
|
- |
274+ 7.16% |
$15.4K - $16.3K
|
4.1K
$234K
|
|
|
Jan 21, 2026
Q4 2025
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
271+ 5.84% |
$15.2K - $16.1K
|
4.91K
$280K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
BUY
|
- |
248+ 82.39% |
$14K - $14.7K
|
549
$31.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
246+ 3.62% |
$13.8K - $14.6K
|
7.05K
$402K
|
|
|
Jan 29, 2026
Q4 2025
|
Camelot Portfolios, LLC
|
BUY
|
- |
224New |
$12.6K - $13.3K
|
224
$12.8K
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
187+ 1.11% |
$10.5K - $11.1K
|
17.1K
$974K
|
|
|
Jan 20, 2026
Q4 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
179+ 3.07% |
$10.1K - $10.6K
|
6.01K
$342K
|
|
|
Jan 12, 2026
Q4 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
138+ 3.68% |
$7.76K - $8.19K
|
3.89K
$221K
|
|
|
Jan 21, 2026
Q4 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
130New |
$7.31K - $7.72K
|
130
$7.41K
|
|
|
Jan 26, 2026
Q4 2025
|
Wbh Advisory Inc
|
BUY
|
- |
97+ 1.9% |
$5.46K - $5.76K
|
5.21K
$297K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
96+ 2.48% |
$5.4K - $5.7K
|
3.97K
$226K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
86+ 0.89% |
$4.84K - $5.11K
|
9.71K
$553K
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
56+ 1.16% |
$3.15K - $3.33K
|
4.87K
$278K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
40+ 0.14% |
$2.25K - $2.38K
|
27.8K
$1.58M
|
|
|
Jan 26, 2026
Q4 2025
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
BUY
|
- |
37New |
$2.08K - $2.2K
|
37
$2.11K
|
|
|
Jan 14, 2026
Q4 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
25+ 18.52% |
$1.41K - $1.48K
|
160
$9.12K
|
|
|
Jan 07, 2026
Q4 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
15+ 0.37% |
$844 - $891
|
4.09K
$233K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7+ 0.05% |
$394 - $416
|
15.1K
$857K
|
|
|
Jan 14, 2026
Q4 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4+ 0.02% |
$225 - $238
|
22.7K
$1.29M
|
|