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 |
|---|---|---|---|---|---|---|---|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.02K- 1.31% |
$126K - $144K
|
227K
$11.1M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.57K- 30.26% |
$232K - $266K
|
12.8K
$629K
|
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 4.63% |
$3.41K - $3.92K
|
1.69K
$82.7K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
219+ 6.38% |
$9.1K - $10.5K
|
3.65K
$179K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 115.38% |
$309K - $356K
|
13.9K
$680K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
68+ 0.95% |
$2.83K - $3.25K
|
7.26K
$355K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
928+ 5.7% |
$38.6K - $44.3K
|
17.2K
$842K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 38.52% |
$78K - $89.7K
|
6.75K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.5KNew |
$2.55M - $2.94M
|
61.5K
$3.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.76KNew |
$281K - $323K
|
6.76K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-5- 0.1% |
$208 - $239
|
4.84K
$237K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72- 0.35% |
$2.99K - $3.44K
|
20.4K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
20.9K+ 6.25% |
$870K - $1M
|
356K
$17.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
532+ 2.98% |
$22.1K - $25.4K
|
18.4K
$899K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
863+ 18.36% |
$35.9K - $41.2K
|
5.56K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
660+ 13.64% |
$27.4K - $31.5K
|
5.5K
$269K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.91K- 21.82% |
$79.5K - $91.5K
|
6.86K
$336K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-122- 11.71% |
$5.07K - $5.83K
|
920
$45K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 43.28% |
$878K - $1.01M
|
69.9K
$3.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.66K- 4.82% |
$68.9K - $79.2K
|
32.8K
$1.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
408+ 2.2% |
$17K - $19.5K
|
19K
$929K
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.45K- 31.0% |
$144K - $165K
|
7.69K
$376K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
$767K - $882K
|
18.5K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.2K+ 2.66% |
$133K - $153K
|
124K
$6.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.8% |
$89.2K - $103K
|
58.7K
$2.87M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 5.79% |
$712K - $818K
|
278K
$13.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
622+ 3.11% |
$25.9K - $29.7K
|
20.6K
$1.01M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.09% |
$1.87K - $2.15K
|
52.9K
$2.59M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.4KNew |
$847K - $974K
|
20.4K
$997K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.31K+ 13.2% |
$387K - $445K
|
79.8K
$3.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-496- 5.51% |
$20.6K - $23.7K
|
8.51K
$416K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.66K+ 15.39% |
$68.8K - $79.1K
|
12.4K
$608K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104+ 0.78% |
$4.32K - $4.97K
|
13.5K
$660K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4- 0.06% |
$166 - $191
|
6.32K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$500K - $575K
|
12K
$590K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.3K+ 7.09% |
$220K - $253K
|
80.1K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.23% |
$1.41K - $1.62K
|
14.5K
$710K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 597.2% |
$524K - $602K
|
14.7K
$720K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.3K+ 10.61% |
$596K - $685K
|
149K
$7.32M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
228K+ 133.6% |
$9.48M - $10.9M
|
399K
$19.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.72K- 4.02% |
$71.3K - $82K
|
40.9K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 22.71% |
$581K - $668K
|
75.5K
$3.7M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
20.8K+ 56.77% |
$866K - $996K
|
57.6K
$2.82M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 0.47% |
$522K - $600K
|
2.69M
$132M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 91.87% |
$1.26M - $1.45M
|
63.3K
$3.1M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.51% |
$1.04K - $1.19K
|
4.97K
$243K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.4K+ 72.86% |
$58.1K - $66.9K
|
3.32K
$162K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.19% |
$374 - $430
|
4.72K
$231K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 6.33% |
$48.2K - $55.4K
|
17.1K
$839K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89+ 1.18% |
$3.7K - $4.25K
|
7.65K
$375K
|