Purchases and Sales Made in Q2 2025 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$965K - $1.25M
|
23.2K
$1.3M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1KNew |
$920K - $1.19M
|
22.1K
$1.24M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 117.8% |
$656K - $851K
|
29.2K
$1.63M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 8.41% |
$364K - $473K
|
113K
$6.32M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 18.21% |
$245K - $318K
|
38.3K
$2.14M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.88K+ 53.93% |
$203K - $263K
|
13.9K
$778K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4.49KNew |
$186K - $242K
|
4.49K
$251K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 0.64% |
$177K - $229K
|
673K
$37.6M
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.95K+ 36.68% |
$164K - $213K
|
14.7K
$823K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.83KNew |
$159K - $207K
|
3.83K
$214K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.85K+ 54.05% |
$118K - $154K
|
8.12K
$454K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.06K+ 0.93% |
$85.6K - $111K
|
223K
$12.4M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$79.2K - $103K
|
1.91K
$107K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 5.3% |
$49.1K - $63.8K
|
23.5K
$1.31M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 1.75% |
$45.2K - $58.7K
|
63.2K
$3.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$42.8K - $55.5K
|
1.03K
$57.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
960+ 19.58% |
$39.9K - $51.8K
|
5.86K
$328K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
946+ 1.12% |
$39.3K - $51K
|
85.2K
$4.77M
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
792+ 11.41% |
$32.9K - $42.7K
|
7.74K
$432K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
735+ 3.35% |
$30.5K - $39.6K
|
22.7K
$1.27M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
695+ 2.01% |
$28.9K - $37.5K
|
35.3K
$1.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
684+ 2.27% |
$28.4K - $36.9K
|
30.8K
$1.72M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
558+ 10.97% |
$23.2K - $30.1K
|
5.65K
$316K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
514+ 6.75% |
$21.4K - $27.7K
|
8.13K
$455K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
364+ 2.29% |
$15.1K - $19.6K
|
16.3K
$911K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
173+ 3.91% |
$7.19K - $9.33K
|
4.59K
$257K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
123New |
$5.11K - $6.63K
|
123
$6.88K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 1.05% |
$4.86K - $6.31K
|
11.2K
$628K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84New |
$3.49K - $4.53K
|
84
$4.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 0.25% |
$2.2K - $2.86K
|
21.5K
$1.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 2.14% |
$1.5K - $1.94K
|
1.72K
$96K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.42% |
$1.45K - $1.89K
|
8.44K
$472K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.13% |
$1.04K - $1.35K
|
19K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 0.11% |
$872 - $1.13K
|
19.3K
$1.08M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43- 0.36% |
$1.79K - $2.32K
|
11.8K
$662K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-46- 0.58% |
$1.91K - $2.48K
|
7.88K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-137- 0.97% |
$5.69K - $7.39K
|
14K
$780K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.31% |
$6.06K - $7.87K
|
6.18K
$346K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-159- 28.55% |
$6.6K - $8.57K
|
398
$22.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-184- 0.66% |
$7.64K - $9.92K
|
27.8K
$1.55M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-201- 2.13% |
$8.35K - $10.8K
|
9.25K
$517K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-572- 12.54% |
$23.8K - $30.8K
|
3.99K
$223K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 3.14% |
$28.7K - $37.2K
|
21.3K
$1.19M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-697- 11.45% |
$29K - $37.6K
|
5.39K
$301K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-834- 3.47% |
$34.6K - $45K
|
23.2K
$1.3M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.01K- 16.74% |
$41.9K - $54.4K
|
5.01K
$280K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.08K- 13.71% |
$44.7K - $58K
|
6.77K
$378K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.12K- 17.55% |
$46.7K - $60.6K
|
5.28K
$295K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.51K- 17.26% |
$62.6K - $81.3K
|
7.23K
$404K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 28.64% |
$63.3K - $82.2K
|
3.8K
$212K
|