Purchases and Sales Made in Q4 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
149K+ 10.93% |
$7.2M - $7.81M
|
1.51M
$76.9M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 64.05% |
$6.3M - $6.83M
|
333K
$17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 17.12% |
$3.28M - $3.56M
|
464K
$23.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
27.7K+ 30.39% |
$1.34M - $1.46M
|
119K
$6.07M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$1.17M - $1.27M
|
24.1K
$1.23M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
21.9K+ 291.03% |
$1.06M - $1.15M
|
29.5K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
21KNew |
$1.02M - $1.1M
|
21K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$985K - $1.07M
|
20.3K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
16.6K+ 8.21% |
$805K - $874K
|
219K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
15.1KNew |
$730K - $792K
|
15.1K
$768K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.5KNew |
$653K - $709K
|
13.5K
$688K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 15.59% |
$591K - $641K
|
90.5K
$4.61M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
11.3KNew |
$549K - $595K
|
11.3K
$577K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11K+ 81.02% |
$531K - $576K
|
24.5K
$1.25M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
9.99K+ 161.06% |
$484K - $525K
|
16.2K
$826K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.88K+ 27.22% |
$430K - $467K
|
41.5K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 30.39% |
$417K - $453K
|
37K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
8.25K+ 4.84% |
$399K - $433K
|
179K
$9.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.18K+ 16.17% |
$396K - $430K
|
58.8K
$3M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 7.24% |
$393K - $426K
|
120K
$6.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
7.9K+ 13.28% |
$383K - $415K
|
67.4K
$3.44M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.88K+ 5.95% |
$382K - $414K
|
140K
$7.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.91K+ 33.72% |
$335K - $363K
|
27.4K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.66KNew |
$323K - $350K
|
6.66K
$339K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.84KNew |
$283K - $307K
|
5.84K
$298K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.8K+ 8.37% |
$281K - $305K
|
75.2K
$3.83M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.44KNew |
$264K - $286K
|
5.44K
$277K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.38K+ 7.5% |
$261K - $283K
|
77K
$3.93M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.31K+ 6.2% |
$257K - $279K
|
90.9K
$4.63M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
5.12KNew |
$248K - $269K
|
5.12K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.91K+ 2.34% |
$238K - $258K
|
214K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.9K+ 7.06% |
$237K - $257K
|
74.2K
$3.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$246K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.8KNew |
$233K - $253K
|
4.8K
$245K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.67KNew |
$226K - $245K
|
4.67K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$212K - $230K
|
4.38K
$223K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$209K - $226K
|
4.31K
$219K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.22KNew |
$204K - $222K
|
4.22K
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
4.05K+ 22.85% |
$196K - $213K
|
21.8K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $213K
|
4.04K
$206K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
3.82K+ 17.06% |
$185K - $201K
|
26.2K
$1.34M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.75K+ 12.1% |
$182K - $197K
|
34.8K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.73K+ 13.49% |
$180K - $196K
|
31.3K
$1.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3KNew |
$145K - $158K
|
3K
$153K
|
|
|
Feb 04, 2025
Q4 2024
|
Sofi Wealth, LLC
|
BUY
|
- |
2.79KNew |
$135K - $147K
|
2.79K
$142K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.69K+ 23.44% |
$130K - $142K
|
14.2K
$723K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.29K+ 14.41% |
$111K - $120K
|
18.2K
$925K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.2K+ 5.83% |
$106K - $115K
|
39.9K
$2.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.08K+ 43.21% |
$101K - $109K
|
6.89K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.95K+ 22.02% |
$94.3K - $102K
|
10.8K
$550K
|