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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.52K+ 9.58% |
$66.4K - $75.2K
|
17.4K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04K+ 14.76% |
$263K - $298K
|
46.9K
$2.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.08K+ 58.78% |
$134K - $152K
|
8.33K
$421K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
936+ 11.0% |
$40.8K - $46.2K
|
9.44K
$478K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
343+ 6.24% |
$15K - $16.9K
|
5.84K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 8.96% |
$887K - $1M
|
248K
$12.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.37K+ 9.06% |
$147K - $166K
|
40.6K
$2.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.39K+ 7.58% |
$60.6K - $68.6K
|
19.7K
$999K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
182+ 0.59% |
$7.93K - $8.98K
|
31K
$1.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.91KNew |
$432K - $489K
|
9.91K
$501K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 74.09% |
$556K - $629K
|
29.9K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.62K+ 0.96% |
$70.5K - $79.8K
|
171K
$8.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83.2K+ 20.86% |
$3.63M - $4.11M
|
482K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
4+ 0.06% |
$174 - $197
|
6.29K
$318K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.37% |
$49.6K - $56.2K
|
14.3K
$724K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997- 1.25% |
$43.5K - $49.2K
|
78.8K
$3.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-599- 3.49% |
$26.1K - $29.6K
|
16.5K
$837K
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.28% |
$567 - $642
|
4.73K
$239K
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 4.17% |
$13.1K - $14.8K
|
7.5K
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.67K+ 8.1% |
$72.7K - $82.3K
|
22.3K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
954New |
$41.6K - $47.1K
|
954
$48.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.6K- 23.35% |
$1.29M - $1.46M
|
97.3K
$4.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-781- 38.17% |
$34K - $38.5K
|
1.27K
$64K
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.34K+ 17.64% |
$58.5K - $66.2K
|
8.95K
$453K
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.52K- 41.82% |
$371K - $420K
|
11.9K
$600K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
31+ 0.57% |
$1.35K - $1.53K
|
5.44K
$275K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107+ 1.05% |
$4.66K - $5.28K
|
10.3K
$519K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
827+ 0.63% |
$36K - $40.8K
|
133K
$6.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-452K- 77.51% |
$19.7M - $22.3M
|
131K
$6.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 4.09% |
$1M - $1.14M
|
586K
$29.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
395+ 2.69% |
$17.2K - $19.5K
|
15.1K
$764K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
838+ 3.47% |
$36.5K - $41.4K
|
25K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.82KNew |
$297K - $337K
|
6.82K
$345K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$3.64M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.8K+ 35.36% |
$2.3M - $2.61M
|
202K
$10.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.74K+ 413.87% |
$207K - $234K
|
5.89K
$298K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
11+ 0.1% |
$479 - $543
|
10.7K
$543K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.84KNew |
$385K - $436K
|
8.84K
$447K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
660+ 11.9% |
$28.8K - $32.6K
|
6.2K
$314K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-440- 2.61% |
$19.2K - $21.7K
|
16.4K
$829K
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.36K+ 23.15% |
$408K - $462K
|
49.8K
$2.52M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.01K+ 8.15% |
$218K - $247K
|
66.5K
$3.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21.9KNew |
$954K - $1.08M
|
21.9K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.8K- 72.65% |
$1.25M - $1.42M
|
10.8K
$548K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-168K- 70.56% |
$7.34M - $8.31M
|
70.2K
$3.55M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4K+ 0.52% |
$1.02M - $1.15M
|
4.55M
$230M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 8.73% |
$52.7K - $59.7K
|
12.7K
$640K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.9KNew |
$301K - $341K
|
6.9K
$349K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
171+ 2.53% |
$7.45K - $8.44K
|
6.93K
$351K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-653- 2.83% |
$28.5K - $32.2K
|
22.4K
$1.13M
|