Purchases and Sales Made in Q1 2025 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
120K+ 84380.28% |
$5.56M - $6.31M
|
120K
$6.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.64% |
$5.17M - $5.87M
|
1.16M
$58.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
106K+ 20.57% |
$4.92M - $5.59M
|
622K
$31.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95K+ 1.87% |
$4.4M - $5M
|
5.17M
$260M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.5KNew |
$3.55M - $4.03M
|
76.5K
$3.85M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
47.4KNew |
$2.2M - $2.49M
|
47.4K
$2.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.8K+ 8.14% |
$1.75M - $1.99M
|
502K
$25.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 12.55% |
$1.61M - $1.83M
|
312K
$15.7M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 153.7% |
$1.31M - $1.48M
|
46.5K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27.2K+ 8.03% |
$1.26M - $1.43M
|
366K
$18.4M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.1K+ 324.26% |
$1.26M - $1.43M
|
35.5K
$1.79M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.08M - $1.23M
|
23.3K
$1.17M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 229.83% |
$1.05M - $1.19M
|
32.4K
$1.63M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 3.04% |
$915K - $1.04M
|
669K
$33.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.1K+ 429.56% |
$840K - $953K
|
22.3K
$1.12M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
17.9K+ 641.18% |
$830K - $942K
|
20.7K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.1K+ 18.47% |
$792K - $899K
|
110K
$5.51M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 2.55% |
$719K - $816K
|
625K
$31.4M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.3KNew |
$665K - $755K
|
14.3K
$721K
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 14.68% |
$619K - $702K
|
104K
$5.24M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.69KNew |
$449K - $510K
|
9.69K
$487K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.63K+ 3.4% |
$447K - $507K
|
293K
$14.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.44K+ 32.0% |
$438K - $497K
|
38.9K
$1.96M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.06K+ 146.07% |
$327K - $372K
|
11.9K
$598K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.94K+ 62.87% |
$322K - $365K
|
18K
$904K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.88K+ 32.84% |
$319K - $362K
|
27.8K
$1.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 18.34% |
$314K - $357K
|
43.7K
$2.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.66K+ 2.4% |
$309K - $351K
|
284K
$14.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.51K+ 4.97% |
$302K - $343K
|
137K
$6.91M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.17K+ 2.88% |
$286K - $325K
|
221K
$11.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.02KNew |
$279K - $317K
|
6.02K
$303K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.81KNew |
$269K - $306K
|
5.81K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.8KNew |
$269K - $305K
|
5.8K
$292K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.52K+ 2.52% |
$256K - $291K
|
224K
$11.3M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.48K+ 68.93% |
$254K - $288K
|
13.4K
$675K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.27KNew |
$244K - $278K
|
5.27K
$265K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.17K+ 96.4% |
$240K - $272K
|
10.5K
$530K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 21.12% |
$240K - $272K
|
29.7K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.06K+ 62.61% |
$235K - $266K
|
13.1K
$661K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.96K+ 4.16% |
$230K - $261K
|
124K
$6.24M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.94K+ 84.52% |
$229K - $260K
|
10.8K
$542K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.89K+ 6.29% |
$227K - $257K
|
82.6K
$4.15M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.88K+ 11.78% |
$227K - $257K
|
46.4K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 25.36% |
$225K - $256K
|
24K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$224K - $254K
|
4.83K
$243K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
4.27K+ 55.59% |
$198K - $225K
|
12K
$601K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.13K+ 8.4% |
$191K - $217K
|
53.2K
$2.68M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.11KNew |
$191K - $216K
|
4.11K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.03K+ 11.58% |
$187K - $212K
|
38.8K
$1.95M
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.89K+ 96.09% |
$180K - $205K
|
7.93K
$399K
|