Latest Institutional Transactions on Ishares Esg Advanced Msci Usa (USXF)
This table provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
232+ 2.19% |
$11.2K - $12.2K
|
10.8K
$544K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 19.24% |
$16.3K - $17.7K
|
2.09K
$105K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.57K- 3.91% |
$125K - $135K
|
63.3K
$3.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$113K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.88K+ 5.95% |
$382K - $414K
|
140K
$7.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-214- 2.27% |
$10.4K - $11.2K
|
9.21K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$212K - $230K
|
4.38K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$33.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 64.05% |
$6.3M - $6.83M
|
333K
$16.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-626- 5.05% |
$30.3K - $32.9K
|
11.8K
$592K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
543+ 7.65% |
$26.3K - $28.5K
|
7.64K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
500+ 1.27% |
$24.2K - $26.3K
|
40K
$2.01M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.45K+ 18.7% |
$70.1K - $76K
|
9.18K
$462K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
879+ 25.34% |
$42.6K - $46.2K
|
4.35K
$219K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
6+ 0.04% |
$291 - $315
|
17K
$857K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.8K- 6.98% |
$1.01M - $1.09M
|
277K
$14M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 12.89% |
$28.6K - $31K
|
5.17K
$260K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.91K+ 2.34% |
$238K - $258K
|
214K
$10.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.3K- 5.68% |
$208K - $226K
|
71.4K
$3.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.84KNew |
$283K - $307K
|
5.84K
$294K
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
11.3KNew |
$549K - $595K
|
11.3K
$570K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
33+ 0.52% |
$1.6K - $1.73K
|
6.32K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 9.88% |
$39.9K - $43.3K
|
9.15K
$461K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.07K- 17.93% |
$51.6K - $56K
|
4.88K
$246K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$209K - $226K
|
4.31K
$217K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.41K+ 247.37% |
$68.3K - $74.1K
|
1.98K
$99.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$593K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.88K+ 27.22% |
$430K - $467K
|
41.5K
$2.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.12K+ 25.59% |
$54.1K - $58.7K
|
5.48K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.18M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
606+ 8.71% |
$29.4K - $31.9K
|
7.56K
$381K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.11% |
$96.9 - $105
|
1.88K
$94.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.8K+ 8.37% |
$281K - $305K
|
75.2K
$3.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.08K+ 43.21% |
$101K - $109K
|
6.89K
$347K
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.5KNew |
$653K - $709K
|
13.5K
$679K
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 7.24% |
$393K - $426K
|
120K
$6.06M
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.62K+ 2.01% |
$78.6K - $85.3K
|
82.4K
$4.15M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.07K+ 14.36% |
$51.9K - $56.4K
|
8.54K
$430K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52+ 39.1% |
$2.52K - $2.73K
|
185
$9.32K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 17.06% |
$125K - $135K
|
12.5K
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 28.89% |
$20.1K - $21.8K
|
1.85K
$93.1K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-658- 1.32% |
$31.9K - $34.6K
|
49.1K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $213K
|
4.04K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.73K+ 13.49% |
$180K - $196K
|
31.3K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.2K+ 5.83% |
$106K - $115K
|
39.9K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
460+ 10.59% |
$22.3K - $24.2K
|
4.8K
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.91K+ 17.42% |
$92.6K - $100K
|
12.9K
$649K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 1.74% |
$7.56K - $8.2K
|
9.1K
$459K
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$243K
|