Purchases and Sales Made in Q3 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.65KNew |
$203K - $230K
|
4.65K
$244K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.64K+ 29.29% |
$202K - $229K
|
20.5K
$1.07M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.37KNew |
$190K - $215K
|
4.37K
$229K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
4.34KNew |
$189K - $214K
|
4.34K
$228K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.31KNew |
$188K - $213K
|
4.31K
$226K
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.28K+ 17.77% |
$186K - $211K
|
28.3K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.86K+ 58.53% |
$168K - $190K
|
10.5K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3.68KNew |
$160K - $181K
|
3.68K
$193K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.47K+ 104.46% |
$151K - $171K
|
6.79K
$356K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.37K+ 9.06% |
$147K - $166K
|
40.6K
$2.13M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.08K+ 58.78% |
$134K - $152K
|
8.33K
$437K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.57K+ 51.8% |
$112K - $127K
|
7.54K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.46K+ 3.56% |
$107K - $121K
|
71.7K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 33.31% |
$98.9K - $112K
|
9.08K
$476K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.08K+ 11.88% |
$90.7K - $103K
|
19.6K
$1.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.85K+ 16.83% |
$80.8K - $91.5K
|
12.9K
$675K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.84K+ 2.73% |
$80.2K - $90.9K
|
69.4K
$3.64M
|
|
|
Oct 28, 2024
Q3 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.8K+ 13.94% |
$78.3K - $88.6K
|
14.7K
$770K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.74K+ 12.51% |
$75.8K - $85.8K
|
15.6K
$819K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.71K+ 3.5% |
$74.5K - $84.3K
|
50.6K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.67K+ 8.1% |
$72.7K - $82.3K
|
22.3K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.62K+ 0.96% |
$70.5K - $79.8K
|
171K
$8.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.61K+ 4.25% |
$70.2K - $79.5K
|
39.5K
$2.07M
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.57K+ 6.01% |
$68.2K - $77.2K
|
27.6K
$1.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
1.54K+ 1.94% |
$67.2K - $76K
|
80.8K
$4.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.53K+ 2.38% |
$66.5K - $75.3K
|
65.5K
$3.43M
|
|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 9.58% |
$66.4K - $75.2K
|
17.4K
$913K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 5.95% |
$66.3K - $75K
|
27.1K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.44K+ 20.86% |
$62.8K - $71.1K
|
8.34K
$437K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.39K+ 7.58% |
$60.6K - $68.6K
|
19.7K
$1.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.34K+ 17.64% |
$58.5K - $66.2K
|
8.95K
$469K
|
|
|
Oct 07, 2024
Q3 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
BUY
|
- |
1.11K+ 5.87% |
$48.4K - $54.8K
|
20K
$1.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.04K+ 146.07% |
$45.3K - $51.3K
|
1.75K
$91.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
954New |
$41.6K - $47.1K
|
954
$50K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
942+ 18.78% |
$41.1K - $46.5K
|
5.96K
$312K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
936+ 11.0% |
$40.8K - $46.2K
|
9.44K
$495K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
934+ 7.33% |
$40.7K - $46.1K
|
13.7K
$717K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
892+ 1.15% |
$38.9K - $44K
|
78.3K
$4.1M
|
|
|
Oct 15, 2024
Q3 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
864+ 8.9% |
$37.7K - $42.6K
|
10.6K
$554K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
838+ 3.47% |
$36.5K - $41.4K
|
25K
$1.31M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
827+ 0.63% |
$36K - $40.8K
|
133K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
754New |
$32.9K - $37.2K
|
754
$39.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
733+ 15.82% |
$32K - $36.2K
|
5.37K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
724New |
$31.6K - $35.7K
|
724
$38K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
661+ 1.78% |
$28.8K - $32.6K
|
37.9K
$1.99M
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
660+ 11.9% |
$28.8K - $32.6K
|
6.2K
$325K
|
|
|
Nov 13, 2024
Q3 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
635+ 8.47% |
$27.7K - $31.3K
|
8.13K
$426K
|
|
|
Oct 15, 2024
Q3 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
568+ 11.3% |
$24.8K - $28K
|
5.6K
$293K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
559+ 4.64% |
$24.4K - $27.6K
|
12.6K
$661K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
548+ 8.55% |
$23.9K - $27K
|
6.96K
$365K
|