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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$255K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.83% |
$1.26K - $1.43K
|
3.47K
$175K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-54- 1.11% |
$2.35K - $2.66K
|
4.8K
$242K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 0.36% |
$2.79K - $3.16K
|
17.7K
$893K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-65- 0.34% |
$2.83K - $3.21K
|
18.9K
$952K
|
|
|
Oct 22, 2024
Q3 2024
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-120- 1.58% |
$5.23K - $5.92K
|
7.47K
$376K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-141- 0.69% |
$6.15K - $6.96K
|
20.2K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-187- 0.65% |
$8.15K - $9.23K
|
28.7K
$1.45M
|
|
|
Oct 24, 2024
Q3 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-277- 4.65% |
$12.1K - $13.7K
|
5.68K
$286K
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-284- 1.19% |
$12.4K - $14K
|
23.6K
$1.19M
|
|
|
Oct 23, 2024
Q3 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-285- 2.53% |
$12.4K - $14.1K
|
11K
$552K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-296- 10.49% |
$12.9K - $14.6K
|
2.53K
$127K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-304- 0.92% |
$13.3K - $15K
|
32.6K
$1.64M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-382- 2.75% |
$16.7K - $18.9K
|
13.5K
$679K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-440- 2.61% |
$19.2K - $21.7K
|
16.4K
$825K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-548- 3.58% |
$23.9K - $27K
|
14.7K
$742K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-599- 3.49% |
$26.1K - $29.6K
|
16.5K
$833K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-653- 2.83% |
$28.5K - $32.2K
|
22.4K
$1.13M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-685- 0.17% |
$29.9K - $33.8K
|
396K
$19.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-749- 0.16% |
$32.6K - $37K
|
476K
$23.9M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-749- 0.16% |
$32.6K - $37K
|
476K
$23.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-781- 38.17% |
$34K - $38.5K
|
1.27K
$63.7K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-852- 5.87% |
$37.1K - $42K
|
13.7K
$687K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-889- 11.13% |
$38.8K - $43.9K
|
7.1K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-892- 6.62% |
$38.9K - $44K
|
12.6K
$634K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-955- 7.77% |
$41.6K - $47.1K
|
11.3K
$571K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997- 1.25% |
$43.5K - $49.2K
|
78.8K
$3.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.01K- 0.5% |
$43.9K - $49.6K
|
200K
$10.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 8.64% |
$49.6K - $56.2K
|
12K
$606K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.37% |
$49.6K - $56.2K
|
14.3K
$720K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 16.93% |
$49.8K - $56.4K
|
5.6K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 8.73% |
$52.7K - $59.7K
|
12.7K
$637K
|
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.24K- 1.09% |
$54K - $61.1K
|
112K
$5.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 4.62% |
$66K - $74.7K
|
31.3K
$1.57M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.99K- 8.13% |
$86.6K - $98.1K
|
22.5K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 17.45% |
$104K - $118K
|
11.3K
$570K
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.97K- 8.91% |
$129K - $146K
|
30.3K
$1.53M
|
|
|
Oct 11, 2024
Q3 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.33K- 4.9% |
$145K - $164K
|
64.6K
$3.25M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 26.33% |
$147K - $167K
|
9.47K
$476K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-4.22K- 25.63% |
$184K - $208K
|
12.2K
$616K
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-4.37K- 79.21% |
$190K - $215K
|
1.15K
$57.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.18K- 8.18% |
$269K - $305K
|
69.4K
$3.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.52K- 41.82% |
$371K - $420K
|
11.9K
$597K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.6K- 4.51% |
$547K - $620K
|
266K
$13.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-28.1K- 27.08% |
$1.23M - $1.39M
|
75.7K
$3.81M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.8K- 72.65% |
$1.25M - $1.42M
|
10.8K
$545K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.6K- 23.35% |
$1.29M - $1.46M
|
97.3K
$4.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-168K- 70.56% |
$7.34M - $8.31M
|
70.2K
$3.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-452K- 77.51% |
$19.7M - $22.3M
|
131K
$6.61M
|