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 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-223- 1.21% |
$9.26K - $12K
|
18.2K
$1.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.56K- 27.03% |
$64.9K - $84.3K
|
4.22K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
642+ 14.04% |
$26.7K - $34.6K
|
5.22K
$297K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 14.32% |
$277K - $359K
|
53.2K
$3.03M
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-6.22K- 17.17% |
$258K - $335K
|
30K
$1.71M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.34K- 32.62% |
$55.7K - $72.3K
|
2.77K
$158K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 30.82% |
$10.2K - $13.2K
|
550
$31.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52KNew |
$105K - $136K
|
2.52K
$144K
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-625- 9.79% |
$26K - $33.7K
|
5.76K
$328K
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
34.2KNew |
$1.42M - $1.84M
|
34.2K
$1.95M
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-330- 3.04% |
$13.7K - $17.8K
|
10.5K
$599K
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21K+ 307.37% |
$872K - $1.13M
|
27.8K
$1.58M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.88K+ 16.99% |
$327K - $425K
|
54.2K
$3.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
332New |
$13.8K - $17.9K
|
332
$18.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-341- 2.71% |
$14.2K - $18.4K
|
12.2K
$697K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.05% |
$41.5 - $53.9
|
1.98K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.3K- 25.2% |
$634K - $824K
|
45.3K
$2.58M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 62.66% |
$54.4K - $70.6K
|
3.4K
$194K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 10.22% |
$4.93M - $6.39M
|
1.04M
$59.3M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28- 0.24% |
$1.16K - $1.51K
|
11.4K
$651K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 15.84% |
$86.4K - $112K
|
11.1K
$630K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.24K- 3.25% |
$92.8K - $121K
|
66.6K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-18.7K- 40.42% |
$777K - $1.01M
|
27.6K
$1.57M
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$111K - $144K
|
2.67K
$152K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 13.4% |
$99.6K - $129K
|
15.5K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-587- 1.51% |
$24.4K - $31.7K
|
38.3K
$2.18M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 31.21% |
$154K - $199K
|
8.15K
$464K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-386- 50.52% |
$16K - $20.8K
|
378
$21.5K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-355- 2.58% |
$14.7K - $19.1K
|
13.4K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13.3K+ 64.46% |
$554K - $719K
|
34K
$1.94M
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.43KNew |
$308K - $400K
|
7.43K
$423K
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.66K- 21.78% |
$110K - $143K
|
9.55K
$544K
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.14K- 25.35% |
$172K - $223K
|
12.2K
$694K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.47K- 23.21% |
$144K - $187K
|
11.5K
$653K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-472- 2.62% |
$19.6K - $25.5K
|
17.5K
$997K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
44+ 14.1% |
$1.83K - $2.37K
|
356
$20.3K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
169+ 1.21% |
$7.02K - $9.11K
|
14.2K
$808K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
324+ 1.33% |
$13.5K - $17.5K
|
24.6K
$1.4M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.9K- 30.12% |
$1.03M - $1.34M
|
57.7K
$3.29M
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.82K- 24.66% |
$283K - $368K
|
20.8K
$1.19M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.42K- 25.39% |
$267K - $346K
|
18.9K
$1.07M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-4.01K- 4.86% |
$167K - $216K
|
78.6K
$4.48M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3.73K- 43.1% |
$155K - $201K
|
4.92K
$280K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-118- 22.1% |
$4.9K - $6.36K
|
416
$23.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-541- 34.79% |
$22.5K - $29.2K
|
1.01K
$57.7K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.7K- 23.3% |
$3.02M - $3.92M
|
239K
$13.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.62K+ 19.49% |
$109K - $141K
|
16K
$913K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-680- 8.56% |
$28.2K - $36.7K
|
7.26K
$414K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-266- 7.75% |
$11K - $14.3K
|
3.17K
$180K
|