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 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.88K- 7.04% |
$458K - $520K
|
131K
$6.56M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.1K- 9.41% |
$561K - $637K
|
116K
$5.85M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.6K- 12.96% |
$583K - $662K
|
84.5K
$4.25M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.8KClosed |
$778K - $883K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 23.91% |
$823K - $935K
|
56.5K
$2.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-20.6K- 62.86% |
$954K - $1.08M
|
12.2K
$611K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.8K- 69.66% |
$1.15M - $1.31M
|
10.8K
$544K
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.2K- 83.75% |
$1.63M - $1.85M
|
6.83K
$343K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-60.6K- 18.19% |
$2.81M - $3.19M
|
272K
$13.7M
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-96.6K- 20.74% |
$4.48M - $5.09M
|
369K
$18.6M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-319K- 21.16% |
$14.8M - $16.8M
|
1.19M
$59.8M
|