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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88K+ 4.29% |
$180K - $204K
|
94.3K
$4.74M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.79K+ 2.06% |
$176K - $199K
|
187K
$9.42M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 8.88% |
$165K - $187K
|
43.5K
$2.19M
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.44K+ 11.04% |
$160K - $181K
|
34.6K
$1.74M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.43K+ 65.87% |
$159K - $180K
|
8.63K
$434K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
3.29K+ 19.35% |
$153K - $173K
|
20.3K
$1.02M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 36.97% |
$148K - $168K
|
11.9K
$596K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.15K+ 22.01% |
$146K - $166K
|
17.5K
$877K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.05K+ 5.13% |
$141K - $161K
|
62.4K
$3.14M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.02K+ 6.98% |
$140K - $159K
|
46.3K
$2.33M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.93K+ 22.54% |
$136K - $154K
|
15.9K
$801K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.84K+ 30.4% |
$132K - $149K
|
12.2K
$612K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.78K+ 13.76% |
$129K - $146K
|
23K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75K+ 39.9% |
$128K - $145K
|
9.65K
$485K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 3.65% |
$114K - $129K
|
69.7K
$3.51M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.39KNew |
$111K - $126K
|
2.39K
$120K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.36K+ 10.75% |
$109K - $124K
|
24.3K
$1.22M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 43.03% |
$109K - $124K
|
7.84K
$394K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27KNew |
$105K - $120K
|
2.27K
$114K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 19.25% |
$105K - $119K
|
14K
$705K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.24K+ 18.15% |
$104K - $118K
|
14.6K
$732K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 30.05% |
$103K - $117K
|
9.58K
$482K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 8.63% |
$102K - $116K
|
27.7K
$1.39M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.08K+ 48.2% |
$96.2K - $109K
|
6.38K
$321K
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.91K+ 20.71% |
$88.4K - $100K
|
11.1K
$559K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 8.9% |
$86.4K - $98.1K
|
22.8K
$1.15M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.86K+ 2.25% |
$86.2K - $97.8K
|
84.3K
$4.24M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 3.11% |
$84.8K - $96.2K
|
60.6K
$3.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.66K+ 18.22% |
$76.9K - $87.3K
|
10.8K
$541K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.47K+ 34.11% |
$68.2K - $77.4K
|
5.78K
$291K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45K+ 1.52% |
$67.3K - $76.3K
|
96.8K
$4.87M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.42K+ 13.13% |
$65.7K - $74.6K
|
12.2K
$614K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4K+ 31.94% |
$64.9K - $73.7K
|
5.78K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 9.45% |
$56.6K - $64.3K
|
14.1K
$711K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 5.42% |
$52.2K - $59.3K
|
21.9K
$1.1M
|
|
|
Apr 08, 2025
Q1 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.1K+ 6.02% |
$50.8K - $57.7K
|
19.3K
$969K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 5.98% |
$48.1K - $54.7K
|
18.4K
$926K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1K+ 8.24% |
$46.4K - $52.7K
|
13.1K
$660K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
991+ 4.87% |
$46K - $52.2K
|
21.3K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
844+ 1.25% |
$39.1K - $44.4K
|
68.2K
$3.43M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830+ 10.48% |
$38.5K - $43.7K
|
8.75K
$440K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
825New |
$38.3K - $43.4K
|
825
$41.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764New |
$35.4K - $40.2K
|
764
$38.4K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
748+ 5.27% |
$34.7K - $39.4K
|
14.9K
$751K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
740+ 11.12% |
$34.3K - $39K
|
7.4K
$372K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
734+ 6.8% |
$34K - $38.6K
|
11.5K
$580K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
683+ 10.33% |
$31.7K - $36K
|
7.3K
$367K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
607+ 4.5% |
$28.2K - $32K
|
14.1K
$709K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
590+ 4.92% |
$27.4K - $31.1K
|
12.6K
$633K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
581+ 5.49% |
$26.9K - $30.6K
|
11.2K
$561K
|