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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
10.3K+ 91.33% |
$501K - $543K
|
21.7K
$1.04M
|
|
|
Feb 27, 2025
Q4 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
2K+ 6.86% |
$96.9K - $105K
|
31.2K
$1.49M
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
866New |
$42K - $45.5K
|
866
$41.5K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.9KNew |
$431K - $468K
|
8.9K
$426K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
372New |
$18K - $19.6K
|
372
$17.8K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
25+ 0.33% |
$1.21K - $1.31K
|
7.69K
$368K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
88.7K+ 23.5% |
$4.3M - $4.66M
|
466K
$22.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.16K+ 15.37% |
$202K - $219K
|
31.2K
$1.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.89K+ 19.24% |
$188K - $204K
|
24.1K
$1.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
2.08K+ 35.57% |
$101K - $109K
|
7.92K
$379K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-129- 1.87% |
$6.25K - $6.78K
|
6.76K
$323K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
316+ 3.08% |
$15.3K - $16.6K
|
10.6K
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
334+ 4.31% |
$16.2K - $17.6K
|
8.08K
$387K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31K- 34.32% |
$1.5M - $1.63M
|
59.4K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
18.4KNew |
$891K - $967K
|
18.4K
$881K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.62K+ 1.73% |
$78.4K - $85.1K
|
95.4K
$4.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 25.92% |
$196K - $213K
|
11.6K
$554K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.72K+ 10.27% |
$326K - $353K
|
72.2K
$3.46M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.51K- 1.14% |
$73.3K - $79.5K
|
131K
$6.27M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
228+ 2.95% |
$11K - $12K
|
7.95K
$381K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
26.2K+ 165.65% |
$1.27M - $1.38M
|
42K
$2.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-263- 10.41% |
$12.7K - $13.8K
|
2.26K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
2.22K+ 3.35% |
$108K - $117K
|
68.7K
$3.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
6.48KNew |
$314K - $341K
|
6.48K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
240+ 6.57% |
$11.6K - $12.6K
|
3.89K
$186K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 8.78% |
$53.8K - $58.4K
|
13.8K
$659K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
24.9K+ 27.14% |
$1.2M - $1.31M
|
116K
$5.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
43.3KNew |
$2.1M - $2.27M
|
43.3K
$2.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
5.49K+ 62.24% |
$266K - $288K
|
14.3K
$685K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-242- 6.59% |
$11.7K - $12.7K
|
3.43K
$164K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-335- 4.12% |
$16.2K - $17.6K
|
7.8K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.36% |
$48.5 - $52.6
|
281
$13.5K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.22KNew |
$205K - $222K
|
4.22K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40- 0.37% |
$1.94K - $2.1K
|
10.8K
$517K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.69K+ 28.52% |
$130K - $142K
|
12.1K
$581K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
17.4K+ 1821.28% |
$842K - $913K
|
18.3K
$878K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-315- 4.55% |
$15.3K - $16.6K
|
6.62K
$317K
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
20.2KNew |
$979K - $1.06M
|
20.2K
$968K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.11K+ 22.73% |
$151K - $163K
|
16.8K
$803K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
11K+ 55.89% |
$535K - $580K
|
30.8K
$1.47M
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-500- 1.38% |
$24.2K - $26.3K
|
35.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.5K+ 10.67% |
$363K - $394K
|
77.7K
$3.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-421- 7.1% |
$20.4K - $22.1K
|
5.51K
$264K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 21.38% |
$65.5K - $71.1K
|
4.97K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-193- 0.2% |
$9.35K - $10.1K
|
97.1K
$4.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-328- 23.2% |
$15.9K - $17.2K
|
1.09K
$52K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.77K+ 49.39% |
$134K - $146K
|
8.37K
$401K
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
3.2K+ 14.37% |
$155K - $168K
|
25.5K
$1.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
870+ 2.14% |
$42.2K - $45.7K
|
41.5K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36.3K+ 12.03% |
$1.76M - $1.91M
|
338K
$16.2M
|