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
|
Nbt Bank N A
|
BUY
|
- |
500+ 308.64% |
$21.8K - $24.7K
|
662
$33.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
494+ 53.7% |
$21.5K - $24.4K
|
1.41K
$71.2K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
491+ 3.19% |
$21.4K - $24.2K
|
15.9K
$799K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
483New |
$21.1K - $23.8K
|
483
$24.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
458+ 6.31% |
$20K - $22.6K
|
7.72K
$389K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395+ 2.69% |
$17.2K - $19.5K
|
15.1K
$760K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
343+ 6.24% |
$15K - $16.9K
|
5.84K
$294K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
340New |
$14.8K - $16.8K
|
340
$17.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 4.17% |
$13.1K - $14.8K
|
7.5K
$378K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
240+ 20.12% |
$10.5K - $11.8K
|
1.43K
$72.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
239+ 1.61% |
$10.4K - $11.8K
|
15.1K
$758K
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
229+ 3.05% |
$9.98K - $11.3K
|
7.73K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
BUY
|
- |
224+ 0.96% |
$9.76K - $11.1K
|
23.6K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182+ 0.59% |
$7.93K - $8.98K
|
31K
$1.56M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
171+ 2.53% |
$7.45K - $8.44K
|
6.93K
$349K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
125+ 7.46% |
$5.45K - $6.17K
|
1.8K
$90.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
121+ 0.21% |
$5.27K - $5.97K
|
58.8K
$2.96M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
117+ 0.73% |
$5.1K - $5.77K
|
16.2K
$817K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107+ 1.05% |
$4.66K - $5.28K
|
10.3K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
96+ 1.25% |
$4.18K - $4.74K
|
7.75K
$390K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
85+ 1.45% |
$3.71K - $4.19K
|
5.93K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
76+ 1.57% |
$3.31K - $3.75K
|
4.91K
$247K
|
|
|
Nov 01, 2024
Q3 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
73+ 0.27% |
$3.18K - $3.6K
|
26.7K
$1.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
65+ 95.59% |
$2.83K - $3.21K
|
133
$6.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Keystone Financial Services
|
BUY
|
- |
62+ 0.37% |
$2.7K - $3.06K
|
17K
$856K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
58New |
$2.53K - $2.86K
|
58
$2.92K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
56+ 0.6% |
$2.44K - $2.76K
|
9.42K
$474K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.08% |
$2.05K - $2.32K
|
59.5K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46+ 1.02% |
$2.01K - $2.27K
|
4.56K
$230K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
42+ 17.65% |
$1.83K - $2.07K
|
280
$14.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.57% |
$1.35K - $1.53K
|
5.44K
$274K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.63% |
$1.31K - $1.48K
|
4.81K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
28+ 0.41% |
$1.22K - $1.38K
|
6.88K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
22+ 1.3% |
$959 - $1.09K
|
1.71K
$86.1K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 0.26% |
$785 - $888
|
6.81K
$343K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.28% |
$567 - $642
|
4.73K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.1% |
$479 - $543
|
10.7K
$540K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.2% |
$392 - $444
|
4.58K
$230K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.06% |
$174 - $197
|
6.29K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$131 - $148
|
7.58K
$382K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3New |
$131 - $148
|
3
$151
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.01% |
$131 - $148
|
20.3K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.11% |
$87.2 - $98.7
|
1.88K
$94.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
1+ 0.01% |
$43.6 - $49.4
|
13.6K
$683K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-6- 0.09% |
$262 - $296
|
6.54K
$329K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-7- 0.16% |
$305 - $345
|
4.36K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 0.11% |
$567 - $642
|
12.3K
$619K
|
|
|
Oct 07, 2024
Q3 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-20- 0.07% |
$872 - $987
|
29.2K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-24- 0.31% |
$1.05K - $1.18K
|
7.66K
$386K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27- 0.22% |
$1.18K - $1.33K
|
12.4K
$623K
|