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 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.2K- 5.53% |
$46.4K - $54.1K
|
20.4K
$1.03M
|
|
|
Apr 22, 2024
Q1 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-1.3K- 0.77% |
$50.3K - $58.7K
|
167K
$8.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.32K- 5.19% |
$51.2K - $59.7K
|
24.1K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.39K- 5.62% |
$53.8K - $62.7K
|
23.3K
$1.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-1.47K- 1.82% |
$57.1K - $66.6K
|
79.6K
$4.01M
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.6K- 4.04% |
$61.9K - $72.1K
|
37.9K
$1.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.6K- 1.51% |
$61.9K - $72.2K
|
104K
$5.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.67K- 2.4% |
$64.6K - $75.3K
|
67.7K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-1.73K- 2.63% |
$67.1K - $78.2K
|
63.9K
$3.22M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.76K- 2.43% |
$68.2K - $79.4K
|
70.5K
$3.55M
|
|
|
Jul 25, 2024
Q1 2024
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.84K- 24.25% |
$71.3K - $83.1K
|
5.74K
$289K
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
SELL
|
- |
-2.09K- 7.29% |
$81.2K - $94.6K
|
26.6K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.17K- 3.68% |
$84.3K - $98.3K
|
56.9K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-2.4K- 0.61% |
$93.2K - $109K
|
391K
$19.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.02K- 4.23% |
$117K - $137K
|
68.4K
$3.44M
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.1K- 16.69% |
$120K - $140K
|
15.4K
$778K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.2K- 2.59% |
$124K - $145K
|
121K
$6.07M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.34K- 2.41% |
$129K - $151K
|
135K
$6.8M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-4.6K- 16.19% |
$178K - $208K
|
23.8K
$1.2M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.01K- 1.47% |
$194K - $227K
|
335K
$16.9M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
SELL
|
- |
-5.08K- 3.01% |
$197K - $230K
|
164K
$8.25M
|
|
|
Apr 18, 2024
Q1 2024
|
Sharkey, Howes & Javer
|
SELL
|
- |
-5.4K- 8.48% |
$210K - $244K
|
58.3K
$2.93M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5.88K- 1.05% |
$228K - $266K
|
555K
$27.9M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-6.37K- 85.95% |
$247K - $288K
|
1.04K
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-7.08K- 49.61% |
$275K - $320K
|
7.19K
$362K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-8.09K- 9.84% |
$314K - $366K
|
74.1K
$3.73M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.35K- 98.6% |
$363K - $423K
|
133
$6.7K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.3K- 71.0% |
$556K - $648K
|
5.85K
$295K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-16K- 72.21% |
$620K - $722K
|
6.14K
$309K
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-17.7K- 32.49% |
$686K - $799K
|
36.7K
$1.85M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-17.9K- 11.7% |
$696K - $812K
|
135K
$6.82M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-25.5K- 63.69% |
$990K - $1.15M
|
14.5K
$732K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-32.6K- 6.85% |
$1.26M - $1.47M
|
443K
$22.3M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-40.5K- 38.81% |
$1.57M - $1.83M
|
63.8K
$3.21M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-62.9K- 4.45% |
$2.44M - $2.85M
|
1.35M
$68.1M
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-315K- 10.5% |
$12.2M - $14.2M
|
2.68M
$135M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-343K- 84.8% |
$13.3M - $15.5M
|
61.5K
$3.1M
|