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 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 0.78% |
$4.17K - $4.74K
|
11.5K
$576K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 2.17% |
$4.45K - $5.05K
|
4.33K
$217K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 8.26% |
$6.49K - $7.37K
|
1.56K
$78.2K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-175- 0.56% |
$8.12K - $9.21K
|
31.2K
$1.57M
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-187- 2.71% |
$8.67K - $9.85K
|
6.7K
$337K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 3.68% |
$9.28K - $10.5K
|
5.24K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-253- 1.39% |
$11.7K - $13.3K
|
17.9K
$900K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-311- 3.55% |
$14.4K - $16.4K
|
8.46K
$425K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-311- 0.5% |
$14.4K - $16.4K
|
62.1K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-394- 5.81% |
$18.3K - $20.7K
|
6.38K
$321K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-401- 4.07% |
$18.6K - $21.1K
|
9.45K
$475K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-435- 6.38% |
$20.2K - $22.9K
|
6.39K
$321K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-436- 6.73% |
$20.2K - $23K
|
6.05K
$304K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-459- 9.41% |
$21.3K - $24.2K
|
4.42K
$222K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-469- 7.35% |
$21.8K - $24.7K
|
5.91K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-494- 5.55% |
$22.9K - $26K
|
8.41K
$423K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-559- 5.18% |
$25.9K - $29.4K
|
10.2K
$514K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-596- 5.08% |
$27.6K - $31.4K
|
11.1K
$560K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 2.15% |
$31.1K - $35.3K
|
30.6K
$1.54M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 0.94% |
$31.4K - $35.7K
|
71.5K
$3.6M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-700- 8.86% |
$32.5K - $36.9K
|
7.2K
$362K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-802- 2.57% |
$37.2K - $42.2K
|
30.4K
$1.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-927- 3.68% |
$43K - $48.8K
|
24.3K
$1.22M
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-941- 3.59% |
$43.6K - $49.5K
|
25.3K
$1.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-996- 33.17% |
$46.2K - $52.4K
|
2.01K
$101K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03K- 95.12% |
$47.9K - $54.4K
|
53
$2.66K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.17K- 68.66% |
$54.3K - $61.6K
|
534
$26.8K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 21.43% |
$54.7K - $62.1K
|
4.33K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 2.16% |
$77.4K - $87.8K
|
75.4K
$3.79M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.78K- 17.77% |
$82.3K - $93.5K
|
8.21K
$413K
|
|
|
Apr 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 8.72% |
$84.2K - $95.6K
|
19K
$955K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 11.37% |
$87.8K - $99.6K
|
14.8K
$742K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.04K- 15.82% |
$94.5K - $107K
|
10.8K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.26K- 33.11% |
$105K - $119K
|
4.57K
$230K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.43K- 3.24% |
$113K - $128K
|
72.7K
$3.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.7K- 6.78% |
$125K - $142K
|
37.2K
$1.87M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.08K- 12.88% |
$143K - $162K
|
20.8K
$1.05M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.36K- 2.89% |
$156K - $177K
|
113K
$5.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.42K- 8.24% |
$159K - $180K
|
38.1K
$1.91M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.51K- 11.41% |
$163K - $185K
|
27.3K
$1.37M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.72K- 4.67% |
$173K - $196K
|
76K
$3.82M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.05K- 5.68% |
$188K - $213K
|
67.4K
$3.39M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.21K- 26.57% |
$195K - $222K
|
11.6K
$585K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-4.38K- 38.68% |
$203K - $231K
|
6.94K
$349K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.13K- 60.91% |
$238K - $270K
|
3.29K
$165K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.31K- 19.84% |
$246K - $280K
|
21.5K
$1.08M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-6.03K- 41.08% |
$280K - $317K
|
8.65K
$435K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 6.91% |
$285K - $323K
|
82.6K
$4.15M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.36K- 3.56% |
$295K - $335K
|
172K
$8.67M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.25K- 38.11% |
$383K - $435K
|
13.4K
$674K
|