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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.94K+ 17.58% |
$94.1K - $102K
|
13K
$663K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.91K+ 17.42% |
$92.6K - $100K
|
12.9K
$657K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.62K+ 2.01% |
$78.6K - $85.3K
|
82.4K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.54K+ 10.17% |
$74.5K - $80.8K
|
16.6K
$848K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.45K+ 18.7% |
$70.1K - $76K
|
9.18K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.41K+ 247.37% |
$68.3K - $74.1K
|
1.98K
$101K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.39K+ 4.83% |
$67.2K - $73K
|
30.1K
$1.54M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.12K+ 25.59% |
$54.1K - $58.7K
|
5.48K
$279K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.07K+ 14.36% |
$51.9K - $56.4K
|
8.54K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
892+ 15.15% |
$43.2K - $46.9K
|
6.78K
$346K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
879+ 25.34% |
$42.6K - $46.2K
|
4.35K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 9.88% |
$39.9K - $43.3K
|
9.15K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$34K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
606+ 8.71% |
$29.4K - $31.9K
|
7.56K
$386K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 12.89% |
$28.6K - $31K
|
5.17K
$263K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
543+ 7.65% |
$26.3K - $28.5K
|
7.64K
$390K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
500+ 1.27% |
$24.2K - $26.3K
|
40K
$2.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
460+ 10.59% |
$22.3K - $24.2K
|
4.8K
$245K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$115K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 2.17% |
$21.4K - $23.2K
|
20.8K
$1.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
430+ 33.99% |
$20.8K - $22.6K
|
1.7K
$86.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 28.89% |
$20.1K - $21.8K
|
1.85K
$94.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
400+ 5.33% |
$19.4K - $21K
|
7.9K
$403K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
400+ 1.61% |
$19.4K - $21K
|
25.2K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
372+ 6.65% |
$18K - $19.6K
|
5.97K
$304K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
341+ 4.5% |
$16.5K - $17.9K
|
7.92K
$404K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
337+ 5.16% |
$16.3K - $17.7K
|
6.87K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 19.24% |
$16.3K - $17.7K
|
2.09K
$106K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$13.4K - $14.6K
|
277
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
232+ 2.19% |
$11.2K - $12.2K
|
10.8K
$551K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
219+ 14.75% |
$10.6K - $11.5K
|
1.7K
$86.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 1.74% |
$7.56K - $8.2K
|
9.1K
$464K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142New |
$6.88K - $7.46K
|
142
$7.24K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
139+ 1.17% |
$6.73K - $7.31K
|
12K
$611K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
127New |
$6.15K - $6.68K
|
127
$6.47K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$52.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
91+ 0.34% |
$4.41K - $4.78K
|
26.8K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 0.8% |
$3.83K - $4.15K
|
9.99K
$509K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
75+ 0.2% |
$3.63K - $3.94K
|
37.9K
$1.93M
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
75+ 0.34% |
$3.63K - $3.94K
|
22K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$152K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 1.49% |
$3.15K - $3.42K
|
4.42K
$225K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 13.27% |
$2.71K - $2.94K
|
478
$24.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52+ 39.1% |
$2.52K - $2.73K
|
185
$9.43K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
42+ 0.4% |
$2.03K - $2.21K
|
10.6K
$540K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
33+ 0.52% |
$1.6K - $1.73K
|
6.32K
$322K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27+ 0.11% |
$1.31K - $1.42K
|
23.6K
$1.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.35% |
$1.16K - $1.26K
|
6.84K
$348K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10+ 0.03% |
$485 - $526
|
31.3K
$1.59M
|