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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18+ 0.4% |
$835 - $948
|
4.57K
$246K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
228+ 0.95% |
$10.6K - $12K
|
24.3K
$1.31M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 0.78% |
$4.17K - $4.74K
|
11.5K
$616K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.1K+ 18.47% |
$792K - $899K
|
110K
$5.88M
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.15K+ 22.01% |
$146K - $166K
|
17.5K
$937K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
106K+ 20.57% |
$4.92M - $5.59M
|
622K
$33.4M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 11.37% |
$87.8K - $99.6K
|
14.8K
$792K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03K- 95.12% |
$47.9K - $54.4K
|
53
$2.85K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.52K+ 2.52% |
$256K - $291K
|
224K
$12.1M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 3.65% |
$114K - $129K
|
69.7K
$3.74M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
151+ 1.94% |
$7K - $7.95K
|
7.95K
$427K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 3.68% |
$9.28K - $10.5K
|
5.24K
$281K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.06K+ 62.61% |
$235K - $266K
|
13.1K
$706K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
8+ 0.06% |
$371 - $421
|
13.8K
$740K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.88K+ 32.84% |
$319K - $362K
|
27.8K
$1.49M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 6.91% |
$285K - $323K
|
82.6K
$4.44M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 3.11% |
$84.8K - $96.2K
|
60.6K
$3.25M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.1K- 9.41% |
$561K - $637K
|
116K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-435- 6.38% |
$20.2K - $22.9K
|
6.39K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.51K- 11.41% |
$163K - $185K
|
27.3K
$1.46M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3+ 100.0% |
$139 - $158
|
6
$322
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
224New |
$10.4K - $11.8K
|
224
$12K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
683+ 10.33% |
$31.7K - $36K
|
7.3K
$392K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-175- 0.56% |
$8.12K - $9.21K
|
31.2K
$1.67M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-41- 0.6% |
$1.9K - $2.16K
|
6.74K
$362K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 2.55% |
$719K - $816K
|
625K
$33.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.44K+ 32.0% |
$438K - $497K
|
38.9K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-253- 1.39% |
$11.7K - $13.3K
|
17.9K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-700- 8.86% |
$32.5K - $36.9K
|
7.2K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 8.63% |
$102K - $116K
|
27.7K
$1.49M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.79K+ 2.06% |
$176K - $199K
|
187K
$10.1M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 8.26% |
$6.49K - $7.37K
|
1.56K
$83.5K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 2.16% |
$77.4K - $87.8K
|
75.4K
$4.05M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
581+ 5.49% |
$26.9K - $30.6K
|
11.2K
$599K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.24K+ 18.15% |
$104K - $118K
|
14.6K
$782K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 153.7% |
$1.31M - $1.48M
|
46.5K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.88K- 7.04% |
$458K - $520K
|
131K
$7.01M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.17K+ 2.88% |
$286K - $325K
|
221K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.72K- 4.67% |
$173K - $196K
|
76K
$4.08M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.17K- 68.66% |
$54.3K - $61.6K
|
534
$28.7K
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
72+ 0.78% |
$3.34K - $3.79K
|
9.25K
$497K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-6.03K- 41.08% |
$280K - $317K
|
8.65K
$464K
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-494- 5.55% |
$22.9K - $26K
|
8.41K
$451K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.78K- 17.77% |
$82.3K - $93.5K
|
8.21K
$441K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-802- 2.57% |
$37.2K - $42.2K
|
30.4K
$1.63M
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
367+ 1.02% |
$17K - $19.3K
|
36.2K
$1.94M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
147+ 2.14% |
$6.82K - $7.74K
|
7.02K
$377K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49- 0.82% |
$2.27K - $2.58K
|
5.9K
$317K
|
|
|
May 08, 2025
Q1 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
237+ 5.08% |
$11K - $12.5K
|
4.9K
$263K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.17K+ 96.4% |
$240K - $272K
|
10.5K
$566K
|