Purchases and Sales Made in Q2 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.23K+ 9.41% |
$72.1K - $80.1K
|
25.9K
$1.31M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22K+ 12.13% |
$71.7K - $79.7K
|
20.5K
$1.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.21K+ 34.46% |
$71.4K - $79.3K
|
8.61K
$434K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.86K+ 7.87% |
$60K - $66.7K
|
25.4K
$1.28M
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.84K+ 26.51% |
$59.5K - $66.1K
|
8.78K
$442K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.66K+ 6.96% |
$53.5K - $59.5K
|
25.4K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
1.32K+ 6.26% |
$42.6K - $47.4K
|
22.4K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.25KNew |
$40.5K - $45K
|
1.25K
$63.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.12KNew |
$36.2K - $40.3K
|
1.12K
$56.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.08K+ 10.28% |
$35K - $38.9K
|
11.6K
$585K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
612+ 59.19% |
$19.8K - $22K
|
1.65K
$82.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
575+ 5.07% |
$18.6K - $20.7K
|
11.9K
$600K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
570New |
$18.4K - $20.5K
|
570
$28.7K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
463+ 0.61% |
$15K - $16.6K
|
76.7K
$3.86M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
392+ 3.43% |
$12.7K - $14.1K
|
11.8K
$595K
|
|
|
Jul 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
349+ 5.5% |
$11.3K - $12.5K
|
6.7K
$338K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
234+ 1.14% |
$7.57K - $8.41K
|
20.7K
$1.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
150+ 11.27% |
$4.85K - $5.39K
|
1.48K
$74.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
108+ 0.23% |
$3.49K - $3.88K
|
46.1K
$2.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
75+ 0.82% |
$2.42K - $2.7K
|
9.26K
$466K
|
|
|
Jul 26, 2023
Q2 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
66+ 38.82% |
$2.13K - $2.37K
|
236
$11.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
60+ 0.89% |
$1.94K - $2.16K
|
6.82K
$344K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
58+ 2.99% |
$1.88K - $2.09K
|
2K
$101K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
41+ 0.66% |
$1.33K - $1.47K
|
6.22K
$313K
|
|
|
Jul 26, 2023
Q2 2023
|
West Wealth Group, LLC
|
BUY
|
- |
39+ 0.35% |
$1.26K - $1.4K
|
11.1K
$558K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
26+ 6.67% |
$841 - $935
|
416
$21K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
26+ 1.72% |
$841 - $935
|
1.54K
$77.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
18+ 0.25% |
$582 - $647
|
7.34K
$370K
|
|
|
Aug 02, 2023
Q2 2023
|
Keystone Financial Services
|
BUY
|
- |
4+ 0.03% |
$129 - $144
|
15.2K
$765K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
3+ 0.05% |
$97 - $108
|
6.61K
$333K
|
|
|
Aug 09, 2023
Q2 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2+ 0.01% |
$64.7 - $71.9
|
20.4K
$1.03M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1+ 0.25% |
$32.3 - $36
|
402
$20.3K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$32.3 - $36
|
17.1K
$864K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 1.41% |
$259 - $288
|
561
$28.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 76.92% |
$970 - $1.08K
|
9
$453
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-43- 1.02% |
$1.39K - $1.55K
|
4.19K
$211K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-43- 0.71% |
$1.39K - $1.55K
|
6.01K
$303K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-43- 2.26% |
$1.39K - $1.55K
|
1.86K
$93.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-53- 0.4% |
$1.71K - $1.91K
|
13.2K
$665K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-89- 0.62% |
$2.88K - $3.2K
|
14.2K
$715K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-102- 0.64% |
$3.3K - $3.67K
|
15.9K
$799K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-124- 1.0% |
$4.01K - $4.46K
|
12.3K
$621K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-191- 11.16% |
$6.18K - $6.87K
|
1.52K
$76.6K
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-202- 1.7% |
$6.53K - $7.26K
|
11.7K
$588K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-202- 0.29% |
$6.53K - $7.26K
|
69.5K
$3.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-207- 1.18% |
$6.69K - $7.44K
|
17.4K
$877K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-224- 0.97% |
$7.24K - $8.05K
|
22.8K
$1.15M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-233- 2.08% |
$7.53K - $8.38K
|
11K
$553K
|
|
|
Aug 11, 2023
Q2 2023
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-247- 1.73% |
$7.99K - $8.88K
|
14K
$705K
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-291- 2.26% |
$9.41K - $10.5K
|
12.6K
$633K
|