Purchases and Sales Made in Q1 2024 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 Q1 2024. 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
May 07, 2024 Q1 2024
Sei Investments CO

Oaks, PA
BUY
 -
171K
New
$6.63M - $7.72M
171K $8.64M
May 13, 2024 Q1 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
142K
+ 272.45%
$5.5M - $6.41M
194K $9.8M
May 15, 2024 Q1 2024
Federation Des Caisses Desjardins Du Quebec

Levis, A8
BUY
 -
133K
New
$5.17M - $6.02M
133K $6.73M
May 13, 2024 Q1 2024
Retirement Capital Strategies

BUY
 -
102K
+ 974.32%
$3.94M - $4.59M
112K $5.66M
May 24, 2024 Q1 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
94.8K
+ 70.04%
$3.68M - $4.29M
230K $11.6M
Aug 22, 2024 Q1 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
77.5K
New
$3.01M - $3.51M
77.5K $3.92M
Apr 23, 2024 Q1 2024
Regatta Capital Group, LLC

El Segundo, CA
BUY
 -
63.3K
New
$2.46M - $2.86M
63.3K $3.2M
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
60.9K
New
$2.36M - $2.75M
60.9K $3.08M
May 10, 2024 Q1 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
60K
+ 15.13%
$2.33M - $2.71M
457K $23.1M
May 14, 2024 Q1 2024
Cerity Partners LLC

New York, NY
BUY
 -
55.3K
+ 123.33%
$2.14M - $2.5M
100K $5.06M
May 13, 2024 Q1 2024
Envestnet Asset Management Inc

BUY
 -
37.5K
+ 0.84%
$1.46M - $1.7M
4.5M $227M
May 10, 2024 Q1 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
36.5K
+ 8.98%
$1.42M - $1.65M
443K $22.4M
Aug 16, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
35.4K
+ 91.56%
$1.38M - $1.6M
74.1K $3.75M
May 15, 2024 Q1 2024
Morgan Stanley

New York, NY
BUY
 -
35.4K
+ 91.56%
$1.38M - $1.6M
74.1K $3.75M
Apr 30, 2024 Q1 2024
Diversify Advisory Services, LLC

Sandy, UT
BUY
 -
32.6K
New
$1.27M - $1.48M
32.6K $1.65M
May 01, 2024 Q1 2024
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
30.7K
New
$1.19M - $1.39M
30.7K $1.55M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
21.9K
+ 90.29%
$851K - $992K
46.2K $2.34M
May 01, 2024 Q1 2024
Janney Montgomery Scott LLC

BUY
 -
16.2K
+ 27.54%
$629K - $733K
75.1K $3.8M
May 01, 2024 Q1 2024
Fiera Capital Corp

Montreal, A8
BUY
 -
15.1K
+ 24.15%
$585K - $682K
77.5K $3.92M
May 03, 2024 Q1 2024
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
14.5K
New
$564K - $658K
14.5K $736K
Apr 15, 2024 Q1 2024
Dohj, LLC

Seattle, WA
BUY
 -
13K
New
$506K - $590K
13K $660K
May 14, 2024 Q1 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
12.3K
+ 4.34%
$477K - $556K
296K $15M
May 13, 2024 Q1 2024
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
10.3K
+ 8.43%
$398K - $464K
132K $6.67M
Apr 16, 2024 Q1 2024
Atwater Malick LLC

BUY
 -
10.1K
+ 27.71%
$393K - $458K
46.7K $2.36M
Apr 16, 2024 Q1 2024
Hart & Patterson Financial Group LLC

Amherst, MA
BUY
 -
9.89K
+ 63.63%
$384K - $447K
25.4K $1.29M
May 03, 2024 Q1 2024
Gould Asset Management LLC

Claremont, CA
BUY
 -
9.6K
+ 28.98%
$373K - $434K
42.7K $2.16M
Apr 25, 2024 Q1 2024
Allworth Financial LP

BUY
 -
9.05K
+ 3.23%
$351K - $409K
289K $14.6M
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
9K
New
$349K - $407K
9K $455K
May 03, 2024 Q1 2024
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
8.34K
New
$323K - $377K
8.34K $422K
May 13, 2024 Q1 2024
Financial Gravity Asset Management, Inc.

BUY
 -
7.95K
New
$308K - $359K
7.95K $402K
Apr 24, 2024 Q1 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.57K
+ 19.14%
$294K - $342K
47.1K $2.38M
May 16, 2024 Q1 2024
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
7.42K
+ 67.49%
$288K - $336K
18.4K $932K
May 15, 2024 Q1 2024
Gen Wealth Partners Inc

Zeeland, MI
BUY
 -
7.27K
New
$282K - $329K
7.27K $368K
Apr 09, 2024 Q1 2024
Monterey Private Wealth, Inc.

BUY
 -
6.78K
New
$263K - $307K
6.78K $343K
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
6.43K
+ 39.79%
$250K - $291K
22.6K $1.14M
Apr 15, 2024 Q1 2024
One Wealth Advisors, LLC

San Francisco, CA
BUY
 -
6.18K
+ 5.59%
$240K - $280K
117K $5.91M
May 13, 2024 Q1 2024
Theory Financial LLC

Fort Collins, CO
BUY
 -
5.62K
New
$218K - $254K
5.62K $284K
May 01, 2024 Q1 2024
Lincoln National Corp

BUY
 -
5.57K
+ 68.36%
$216K - $252K
13.7K $694K
May 03, 2024 Q1 2024
Transcend Capital Advisors, LLC

BUY
 -
5.55K
New
$215K - $251K
5.55K $281K
May 08, 2024 Q1 2024
Avantax Advisory Services, Inc.

BUY
 -
5.47K
+ 23.4%
$212K - $248K
28.9K $1.46M
May 06, 2024 Q1 2024
Assetmark, Inc

BUY
 -
5.38K
+ 7.75%
$209K - $243K
74.8K $3.78M
Apr 18, 2024 Q1 2024
Claro Advisors LLC

Boston, MA
BUY
 -
5.15K
New
$200K - $233K
5.15K $261K
Apr 30, 2024 Q1 2024
Jb Capital LLC

BUY
 -
5K
New
$194K - $226K
5K $253K
May 03, 2024 Q1 2024
Financial Connections Group, Inc.

BUY
 -
5K
+ 2.79%
$194K - $226K
184K $9.32M
May 06, 2024 Q1 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
4.94K
New
$192K - $224K
4.94K $250K
May 14, 2024 Q1 2024
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
4.87K
New
$189K - $220K
4.87K $246K
May 15, 2024 Q1 2024
Zacks Investment Management

Chicago, IL
BUY
 -
4.84K
New
$188K - $219K
4.84K $245K
May 02, 2024 Q1 2024
Equita Financial Network, Inc.

Fort Washington, PA
BUY
 -
4.73K
+ 17.09%
$183K - $214K
32.4K $1.64M
Apr 12, 2024 Q1 2024
Hoxton Planning & Management, LLC

Shepherdstown, WV
BUY
 -
4.72K
New
$183K - $214K
4.72K $239K

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