Purchases and Sales Made in Q1 2024 in Ishares Esg Advanced Msci Usa (USXF)
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 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
4.71KNew |
$183K - $213K
|
4.71K
$247K
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.7KNew |
$182K - $213K
|
4.7K
$246K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.51K+ 15.07% |
$175K - $204K
|
34.4K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.44K+ 15.52% |
$172K - $201K
|
33K
$1.73M
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
4.02K+ 64.59% |
$156K - $182K
|
10.3K
$538K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.93K+ 63.28% |
$153K - $178K
|
10.1K
$532K
|
|
|
May 13, 2024
Q1 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
3.45K+ 42.77% |
$134K - $156K
|
11.5K
$604K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.03K+ 25.08% |
$117K - $137K
|
15.1K
$792K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.92K+ 21.85% |
$113K - $132K
|
16.3K
$853K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.79K+ 12.01% |
$108K - $126K
|
26K
$1.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.35K+ 4.06% |
$91.1K - $106K
|
60.1K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.31KNew |
$89.7K - $105K
|
2.31K
$121K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.23K+ 24.59% |
$86.6K - $101K
|
11.3K
$593K
|
|
|
Apr 11, 2024
Q1 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
2.06K+ 29.36% |
$79.9K - $93.1K
|
9.07K
$476K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.89K+ 16.7% |
$73.4K - $85.6K
|
13.2K
$693K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.83K+ 11.12% |
$71.1K - $82.9K
|
18.3K
$960K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.63K+ 10.08% |
$63.3K - $73.8K
|
17.8K
$935K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.63K+ 3.45% |
$63.2K - $73.6K
|
48.8K
$2.56M
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.53K+ 6.04% |
$59.5K - $69.3K
|
26.9K
$1.41M
|
|
|
Apr 23, 2024
Q1 2024
|
F
|
BUY
|
- |
1.32K+ 7.48% |
$51.1K - $59.6K
|
18.9K
$992K
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.32K+ 7.48% |
$51.1K - $59.6K
|
18.9K
$992K
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
1.19K+ 7.14% |
$46K - $53.6K
|
17.8K
$933K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.11K+ 9.25% |
$43.2K - $50.4K
|
13.2K
$690K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1K+ 4.45% |
$42.8K - $49.9K
|
25.9K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.1K+ 4.45% |
$42.8K - $49.9K
|
25.9K
$1.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
960New |
$37.3K - $43.4K
|
960
$50.3K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
930+ 23.8% |
$36.1K - $42.1K
|
4.84K
$254K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
862+ 6.89% |
$33.5K - $39K
|
13.4K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
775+ 1.39% |
$30.1K - $35.1K
|
56.5K
$2.96M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
700+ 11.72% |
$27.2K - $31.7K
|
6.67K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$21.8K - $25.4K
|
562
$29.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
488+ 1.01% |
$18.9K - $22.1K
|
48.6K
$2.55M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
467+ 3.92% |
$18.1K - $21.1K
|
12.4K
$649K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
422+ 3.69% |
$16.4K - $19.1K
|
11.9K
$622K
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
400+ 5.0% |
$15.5K - $18.1K
|
8.4K
$440K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
395+ 0.75% |
$15.3K - $17.9K
|
52.9K
$2.77M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
337+ 1.18% |
$13.1K - $15.2K
|
28.9K
$1.51M
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
299+ 4.24% |
$11.6K - $13.5K
|
7.35K
$385K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
280+ 6.12% |
$10.9K - $12.7K
|
4.85K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
229+ 0.6% |
$8.89K - $10.4K
|
38.4K
$2.01M
|
|
|
Jun 13, 2024
Q1 2024
|
Keystone Financial Services
|
BUY
|
- |
179+ 1.13% |
$6.95K - $8.1K
|
16.1K
$843K
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
171+ 1.06% |
$6.64K - $7.73K
|
16.4K
$858K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
153+ 0.97% |
$5.94K - $6.92K
|
15.8K
$831K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
132+ 2.09% |
$5.12K - $5.97K
|
6.45K
$338K
|
|
|
Jan 21, 2025
Q1 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
126+ 1.37% |
$4.89K - $5.7K
|
9.33K
$489K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
121+ 1.95% |
$4.7K - $5.47K
|
6.33K
$332K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
120+ 0.98% |
$4.66K - $5.43K
|
12.4K
$648K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
109+ 0.26% |
$4.23K - $4.93K
|
42.6K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
94+ 6.76% |
$3.65K - $4.25K
|
1.49K
$77.9K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
82+ 1.2% |
$3.18K - $3.71K
|
6.9K
$362K
|