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 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.72K- 9.58% |
$154K - $200K
|
35.1K
$2M
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.24% |
$582 - $755
|
5.81K
$331K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 0.25% |
$955 - $1.24K
|
9.2K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.58K- 15.45% |
$65.7K - $85.3K
|
8.65K
$493K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-944- 0.33% |
$39.2K - $50.9K
|
283K
$16.1M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
13.1KNew |
$542K - $704K
|
13.1K
$743K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49K- 1.97% |
$61.8K - $80.2K
|
73.9K
$4.21M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.44K- 92.07% |
$226K - $293K
|
469
$26.7K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-753- 13.31% |
$31.3K - $40.6K
|
4.9K
$279K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
139+ 0.21% |
$5.77K - $7.5K
|
67.5K
$3.84M
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.5K- 6.44% |
$312K - $405K
|
109K
$6.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 6.94% |
$20.8K - $27K
|
6.7K
$382K
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83.5K+ 30161.73% |
$3.47M - $4.51M
|
83.8K
$4.77M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.81K- 29.76% |
$75.1K - $97.6K
|
4.27K
$243K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.15K- 26.58% |
$47.8K - $62K
|
3.18K
$181K
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.29K- 34.16% |
$303K - $393K
|
14K
$800K
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-6.66K- 32.77% |
$276K - $359K
|
13.7K
$778K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.23K- 57.56% |
$259K - $336K
|
4.59K
$262K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 528.3% |
$11.6K - $15.1K
|
333
$19K
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.22% |
$955 - $1.24K
|
1.86K
$106K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 4.04% |
$18.7K - $24.3K
|
11.6K
$660K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-726- 16.79% |
$30.2K - $39.2K
|
3.6K
$205K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 12.1% |
$55.5K - $72.1K
|
9.71K
$553K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-22.1K- 17.82% |
$918K - $1.19M
|
102K
$5.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-141- 1.93% |
$5.86K - $7.6K
|
7.16K
$408K
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
8.35K+ 3.07% |
$347K - $450K
|
281K
$16M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.01K- 26.34% |
$249K - $324K
|
16.8K
$956K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-491- 20.55% |
$20.4K - $26.5K
|
1.9K
$108K
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.55K- 14.18% |
$314K - $407K
|
45.7K
$2.6M
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.26K- 20.09% |
$260K - $338K
|
24.9K
$1.42M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44M- 27.9% |
$60M - $77.9M
|
3.73M
$212M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.06K+ 5.68% |
$169K - $219K
|
75.6K
$4.3M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.05KNew |
$168K - $218K
|
4.05K
$231K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89+ 1.03% |
$3.7K - $4.8K
|
8.72K
$497K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.5K- 27.71% |
$145K - $189K
|
9.14K
$520K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.26K+ 2.89% |
$52.3K - $68K
|
44.8K
$2.55M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28K- 3.36% |
$53.1K - $69K
|
36.8K
$2.09M
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-517- 8.9% |
$21.5K - $27.9K
|
5.29K
$301K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$161K - $209K
|
3.87K
$220K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.42KNew |
$391K - $508K
|
9.42K
$536K
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8- 0.15% |
$332 - $431
|
5.3K
$302K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.75KNew |
$156K - $202K
|
3.75K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
21.6K+ 56.81% |
$896K - $1.16M
|
59.5K
$3.39M
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.14K- 23.11% |
$88.8K - $115K
|
7.11K
$405K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
558+ 10.97% |
$23.2K - $30.1K
|
5.65K
$321K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.4K- 28.31% |
$349K - $453K
|
21.3K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.76K- 16.34% |
$156K - $203K
|
19.2K
$1.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.52KNew |
$229K - $298K
|
5.52K
$314K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-634- 9.03% |
$26.3K - $34.2K
|
6.39K
$364K
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.3K- 22.46% |
$679K - $881K
|
56.4K
$3.21M
|