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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.04KNew |
$168K - $218K
|
4.04K
$230K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.07K- 27.96% |
$85.9K - $112K
|
5.33K
$303K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 3.14% |
$28.7K - $37.2K
|
21.3K
$1.21M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.54K- 18.2% |
$230K - $299K
|
24.9K
$1.42M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110K- 84.14% |
$4.56M - $5.92M
|
20.7K
$1.18M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-418K- 35.2% |
$17.4M - $22.6M
|
770K
$43.9M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.16K- 94.98% |
$89.6K - $116K
|
114
$6.49K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
960+ 19.58% |
$39.9K - $51.8K
|
5.86K
$334K
|
|
|
Jul 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.73K- 25.76% |
$71.7K - $93.1K
|
4.98K
$283K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 33.59% |
$64.8K - $84.1K
|
3.08K
$176K
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.06K+ 0.93% |
$85.6K - $111K
|
223K
$12.7M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
173+ 3.91% |
$7.19K - $9.33K
|
4.59K
$262K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 1.05% |
$4.86K - $6.31K
|
11.2K
$640K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.95K+ 36.68% |
$164K - $213K
|
14.7K
$839K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
946+ 1.12% |
$39.3K - $51K
|
85.2K
$4.85M
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
514+ 6.75% |
$21.4K - $27.7K
|
8.13K
$463K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.9K- 42.88% |
$662K - $860K
|
21.2K
$1.21M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 5.3% |
$49.1K - $63.8K
|
23.5K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1KNew |
$920K - $1.19M
|
22.1K
$1.26M
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4.49KNew |
$186K - $242K
|
4.49K
$255K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2K- 23.63% |
$83K - $108K
|
6.46K
$368K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-46- 0.58% |
$1.91K - $2.48K
|
7.88K
$449K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.44K- 28.72% |
$143K - $185K
|
8.53K
$486K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$42.8K - $55.5K
|
1.03K
$58.7K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
735+ 3.35% |
$30.5K - $39.6K
|
22.7K
$1.29M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-159- 28.55% |
$6.6K - $8.57K
|
398
$22.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 0.25% |
$2.2K - $2.86K
|
21.5K
$1.23M
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.08K- 13.71% |
$44.7K - $58K
|
6.77K
$385K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 0.64% |
$177K - $229K
|
673K
$38.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$79.2K - $103K
|
1.91K
$109K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84New |
$3.49K - $4.53K
|
84
$4.78K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 2.8% |
$110K - $143K
|
91.7K
$5.22M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$965K - $1.25M
|
23.2K
$1.32M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
684+ 2.27% |
$28.4K - $36.9K
|
30.8K
$1.75M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 20.3% |
$1.01M - $1.32M
|
95.8K
$5.46M
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43- 0.36% |
$1.79K - $2.32K
|
11.8K
$675K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 1.75% |
$45.2K - $58.7K
|
63.2K
$3.6M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.51K- 17.26% |
$62.6K - $81.3K
|
7.23K
$412K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.85K+ 54.05% |
$118K - $154K
|
8.12K
$462K
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 32.75% |
$595K - $772K
|
29.4K
$1.68M
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-184- 0.66% |
$7.64K - $9.92K
|
27.8K
$1.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 8.41% |
$364K - $473K
|
113K
$6.43M
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.51K- 32.61% |
$146K - $189K
|
7.25K
$413K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.42% |
$1.45K - $1.89K
|
8.44K
$481K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
792+ 11.41% |
$32.9K - $42.7K
|
7.74K
$441K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 18.21% |
$245K - $318K
|
38.3K
$2.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-137- 0.97% |
$5.69K - $7.39K
|
14K
$795K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.59K- 31.09% |
$149K - $193K
|
7.95K
$453K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.93K- 24.89% |
$80K - $104K
|
5.82K
$331K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109K- 21.69% |
$4.52M - $5.87M
|
393K
$22.4M
|