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 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-96.6K- 20.74% |
$4.48M - $5.09M
|
369K
$19.8M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.64% |
$5.17M - $5.87M
|
1.16M
$62.3M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.89K+ 6.29% |
$227K - $257K
|
82.6K
$4.44M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.91K+ 20.71% |
$88.4K - $100K
|
11.1K
$597K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 21.43% |
$54.7K - $62.1K
|
4.33K
$232K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
163+ 2.76% |
$7.56K - $8.58K
|
6.08K
$326K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 8.88% |
$165K - $187K
|
43.5K
$2.34M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.03K+ 11.58% |
$187K - $212K
|
38.8K
$2.08M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
196+ 2.3% |
$9.09K - $10.3K
|
8.74K
$469K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 12.55% |
$1.61M - $1.83M
|
312K
$16.8M
|
|
|
May 06, 2025
Q1 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-15- 0.01% |
$696 - $790
|
120K
$6.45M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
142+ 1.3% |
$6.59K - $7.48K
|
11K
$593K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.96K+ 4.16% |
$230K - $261K
|
124K
$6.66M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
2.36K+ 43.03% |
$109K - $124K
|
7.84K
$421K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.21K- 26.57% |
$195K - $222K
|
11.6K
$625K
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.42K+ 13.13% |
$65.7K - $74.6K
|
12.2K
$655K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.08K- 12.88% |
$143K - $162K
|
20.8K
$1.12M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 36.97% |
$148K - $168K
|
11.9K
$636K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20+ 0.22% |
$928 - $1.05K
|
9.17K
$493K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-941- 3.59% |
$43.6K - $49.5K
|
25.3K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.04K- 15.82% |
$94.5K - $107K
|
10.8K
$582K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27KNew |
$105K - $120K
|
2.27K
$122K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 3.17% |
$1.21K - $1.37K
|
795
$42.7K
|
|
|
May 02, 2025
Q1 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
48+ 0.13% |
$2.23K - $2.53K
|
38K
$2.04M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
748+ 5.27% |
$34.7K - $39.4K
|
14.9K
$802K
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
131+ 0.81% |
$6.08K - $6.9K
|
16.3K
$877K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
7+ 0.81% |
$325 - $369
|
873
$46.9K
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.36K- 3.56% |
$295K - $335K
|
172K
$9.26M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75K+ 39.9% |
$128K - $145K
|
9.65K
$518K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
145+ 0.67% |
$6.73K - $7.63K
|
21.9K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.8K- 69.66% |
$1.15M - $1.31M
|
10.8K
$581K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-459- 9.41% |
$21.3K - $24.2K
|
4.42K
$237K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.81KNew |
$269K - $306K
|
5.81K
$312K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-20.6K- 62.86% |
$954K - $1.08M
|
12.2K
$652K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.42K- 8.24% |
$159K - $180K
|
38.1K
$2.04M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
283+ 5.89% |
$13.1K - $14.9K
|
5.09K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.66K+ 2.4% |
$309K - $351K
|
284K
$15.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.13K- 60.91% |
$238K - $270K
|
3.29K
$177K
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
844+ 1.25% |
$39.1K - $44.4K
|
68.2K
$3.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.6K- 12.96% |
$583K - $662K
|
84.5K
$4.54M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.47K+ 34.11% |
$68.2K - $77.4K
|
5.78K
$310K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764New |
$35.4K - $40.2K
|
764
$41K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
143+ 1.14% |
$6.63K - $7.53K
|
12.6K
$679K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 8.9% |
$86.4K - $98.1K
|
22.8K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95K+ 1.87% |
$4.4M - $5M
|
5.17M
$278M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.02K+ 6.98% |
$140K - $159K
|
46.3K
$2.49M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
181+ 2.39% |
$8.39K - $9.53K
|
7.74K
$416K
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.43K- 3.24% |
$113K - $128K
|
72.7K
$3.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.39KNew |
$111K - $126K
|
2.39K
$128K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
607+ 4.5% |
$28.2K - $32K
|
14.1K
$757K
|