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 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
557+ 8.25% |
$25.8K - $29.3K
|
7.31K
$368K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
548+ 2.0% |
$25.4K - $28.9K
|
27.9K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
535+ 10.45% |
$24.8K - $28.2K
|
5.66K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
439+ 7.36% |
$20.4K - $23.1K
|
6.41K
$322K
|
|
|
May 15, 2025
Q1 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
428+ 2.37% |
$19.9K - $22.5K
|
18.5K
$930K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
367+ 1.02% |
$17K - $19.3K
|
36.2K
$1.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
293+ 6.74% |
$13.6K - $15.4K
|
4.64K
$233K
|
|
|
Apr 09, 2025
Q1 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
283+ 5.89% |
$13.1K - $14.9K
|
5.09K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
283+ 3.57% |
$13.1K - $14.9K
|
8.21K
$413K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
283+ 5.89% |
$13.1K - $14.9K
|
5.09K
$256K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
237+ 5.08% |
$11K - $12.5K
|
4.9K
$247K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
228+ 0.95% |
$10.6K - $12K
|
24.3K
$1.22M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
224New |
$10.4K - $11.8K
|
224
$11.3K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
219+ 5.63% |
$10.2K - $11.5K
|
4.11K
$207K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
200+ 1.09% |
$9.28K - $10.5K
|
18.6K
$935K
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
196+ 2.3% |
$9.09K - $10.3K
|
8.74K
$439K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
185+ 49.73% |
$8.58K - $9.74K
|
557
$28K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
181+ 2.39% |
$8.39K - $9.53K
|
7.74K
$389K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 2.76% |
$7.56K - $8.58K
|
6.08K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
158+ 3.06% |
$7.33K - $8.32K
|
5.32K
$268K
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
151+ 1.94% |
$7K - $7.95K
|
7.95K
$400K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
147+ 2.14% |
$6.82K - $7.74K
|
7.02K
$353K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
145+ 0.67% |
$6.73K - $7.63K
|
21.9K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
143+ 1.14% |
$6.63K - $7.53K
|
12.6K
$635K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
142+ 1.3% |
$6.59K - $7.48K
|
11K
$555K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
131+ 0.81% |
$6.08K - $6.9K
|
16.3K
$821K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
113+ 0.16% |
$5.24K - $5.95K
|
68.8K
$3.46M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 58.38% |
$5.01K - $5.69K
|
293
$14.7K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
72+ 0.78% |
$3.34K - $3.79K
|
9.25K
$465K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
54+ 6.8% |
$2.5K - $2.84K
|
848
$42.6K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
48+ 0.13% |
$2.23K - $2.53K
|
38K
$1.91M
|
|
|
May 14, 2025
Q1 2025
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
30+ 0.22% |
$1.39K - $1.58K
|
13.6K
$686K
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 5.65% |
$1.25K - $1.42K
|
505
$25.4K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
24+ 0.21% |
$1.11K - $1.26K
|
11.6K
$584K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.22% |
$928 - $1.05K
|
9.17K
$461K
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18+ 0.4% |
$835 - $948
|
4.57K
$230K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
10+ 0.2% |
$464 - $527
|
4.98K
$250K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.13% |
$371 - $421
|
6.33K
$318K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$371 - $421
|
13.8K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7+ 0.81% |
$325 - $369
|
873
$43.9K
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 100.0% |
$139 - $158
|
6
$302
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$46.4 - $52.7
|
1.88K
$94.5K
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.01% |
$696 - $790
|
120K
$6.04M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 15.75% |
$928 - $1.05K
|
107
$5.38K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 3.17% |
$1.21K - $1.37K
|
795
$40K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-27- 0.35% |
$1.25K - $1.42K
|
7.62K
$383K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-41- 0.6% |
$1.9K - $2.16K
|
6.74K
$339K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49- 0.82% |
$2.27K - $2.58K
|
5.9K
$297K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-71- 3.14% |
$3.29K - $3.74K
|
2.19K
$110K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-78- 1.45% |
$3.62K - $4.11K
|
5.31K
$267K
|