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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.13K+ 8.4% |
$191K - $217K
|
53.2K
$2.86M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-401- 4.07% |
$18.6K - $21.1K
|
9.45K
$507K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-596- 5.08% |
$27.6K - $31.4K
|
11.1K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-394- 5.81% |
$18.3K - $20.7K
|
6.38K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-559- 5.18% |
$25.9K - $29.4K
|
10.2K
$549K
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.94K+ 84.52% |
$229K - $260K
|
10.8K
$579K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
SELL
|
- |
-5.31K- 19.84% |
$246K - $280K
|
21.5K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
108+ 58.38% |
$5.01K - $5.69K
|
293
$15.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-60.6K- 18.19% |
$2.81M - $3.19M
|
272K
$14.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-927- 3.68% |
$43K - $48.8K
|
24.3K
$1.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-469- 7.35% |
$21.8K - $24.7K
|
5.91K
$317K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.36K+ 10.75% |
$109K - $124K
|
24.3K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
6.02KNew |
$279K - $317K
|
6.02K
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
3.89K+ 96.09% |
$180K - $205K
|
7.93K
$426K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.8KNew |
$269K - $305K
|
5.8K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.78K+ 18.34% |
$314K - $357K
|
43.7K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 2.17% |
$4.45K - $5.05K
|
4.33K
$232K
|
|
|
Apr 23, 2025
Q1 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
2.84K+ 30.4% |
$132K - $149K
|
12.2K
$654K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-78- 1.45% |
$3.62K - $4.11K
|
5.31K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
1.66K+ 18.22% |
$76.9K - $87.3K
|
10.8K
$578K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 0.94% |
$31.4K - $35.7K
|
71.5K
$3.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Mbe Wealth Management, LLC
|
BUY
|
- |
7.06K+ 146.07% |
$327K - $372K
|
11.9K
$638K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
293+ 6.74% |
$13.6K - $15.4K
|
4.64K
$249K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-187- 2.71% |
$8.67K - $9.85K
|
6.7K
$360K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-27- 0.35% |
$1.25K - $1.42K
|
7.62K
$409K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
3.29K+ 19.35% |
$153K - $173K
|
20.3K
$1.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.05K- 5.68% |
$188K - $213K
|
67.4K
$3.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-71- 3.14% |
$3.29K - $3.74K
|
2.19K
$118K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-319K- 21.16% |
$14.8M - $16.8M
|
1.19M
$63.8M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
17.9K+ 641.18% |
$830K - $942K
|
20.7K
$1.11M
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.13K+ 5.42% |
$52.2K - $59.3K
|
21.9K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.78K+ 13.76% |
$129K - $146K
|
23K
$1.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.88K+ 4.29% |
$180K - $204K
|
94.3K
$5.06M
|
|
|
Apr 17, 2025
Q1 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
2.93K+ 22.54% |
$136K - $154K
|
15.9K
$855K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.86K+ 2.25% |
$86.2K - $97.8K
|
84.3K
$4.53M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.7K- 6.78% |
$125K - $142K
|
37.2K
$2M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.25K- 38.11% |
$383K - $435K
|
13.4K
$720K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.05% |
$46.4 - $52.7
|
1.88K
$101K
|
|
|
Apr 15, 2025
Q1 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
3.44K+ 11.04% |
$160K - $181K
|
34.6K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
158+ 3.06% |
$7.33K - $8.32K
|
5.32K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
My Legacy Advisors, LLC
|
BUY
|
- |
283+ 3.57% |
$13.1K - $14.9K
|
8.21K
$441K
|
|
|
Apr 14, 2025
Q1 2025
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
734+ 6.8% |
$34K - $38.6K
|
11.5K
$619K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-311- 3.55% |
$14.4K - $16.4K
|
8.46K
$454K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
37.8K+ 8.14% |
$1.75M - $1.99M
|
502K
$26.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.3KNew |
$1.08M - $1.23M
|
23.3K
$1.25M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 25.36% |
$225K - $256K
|
24K
$1.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
13.3K+ 14.68% |
$619K - $702K
|
104K
$5.59M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$224K - $254K
|
4.83K
$259K
|
|
|
Apr 14, 2025
Q1 2025
|
Attessa Capital LLC
Tucson, AZ |
SELL
|
- |
-4.38K- 38.68% |
$203K - $231K
|
6.94K
$373K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
548+ 2.0% |
$25.4K - $28.9K
|
27.9K
$1.5M
|