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 11, 2025
Q1 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.82K- 8.72% |
$84.2K - $95.6K
|
19K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
740+ 11.12% |
$34.3K - $39K
|
7.4K
$397K
|
|
|
Apr 10, 2025
Q1 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.27KNew |
$244K - $278K
|
5.27K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
8+ 0.13% |
$371 - $421
|
6.33K
$340K
|
|
|
Apr 10, 2025
Q1 2025
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-311- 0.5% |
$14.4K - $16.4K
|
62.1K
$3.34M
|
|
|
Apr 09, 2025
Q1 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19.7K+ 3.04% |
$915K - $1.04M
|
669K
$35.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
825New |
$38.3K - $43.4K
|
825
$44.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.1K+ 429.56% |
$840K - $953K
|
22.3K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 21.12% |
$240K - $272K
|
29.7K
$1.59M
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
22.6K+ 229.83% |
$1.05M - $1.19M
|
32.4K
$1.74M
|
|
|
Apr 07, 2025
Q1 2025
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
27+ 5.65% |
$1.25K - $1.42K
|
505
$27.1K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 15.75% |
$928 - $1.05K
|
107
$5.74K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
24+ 0.21% |
$1.11K - $1.26K
|
11.6K
$623K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-996- 33.17% |
$46.2K - $52.4K
|
2.01K
$108K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16.9K+ 29.99% |
$821K - $891K
|
73.4K
$3.94M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
791New |
$38.3K - $41.6K
|
791
$42.5K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-29- 1.69% |
$1.41K - $1.52K
|
1.68K
$90.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
1+ 0.36% |
$48.5 - $52.6
|
281
$15.1K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
4.22KNew |
$205K - $222K
|
4.22K
$227K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 25.92% |
$196K - $213K
|
11.6K
$621K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-242- 6.59% |
$11.7K - $12.7K
|
3.43K
$184K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
304+ 6.19% |
$14.7K - $16K
|
5.22K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
393+ 3.12% |
$19K - $20.7K
|
13K
$697K
|
|
|
Feb 11, 2025
Q4 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.02KNew |
$195K - $212K
|
4.02K
$216K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.66K- 13.42% |
$80.2K - $87K
|
10.7K
$573K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 4.8% |
$19.4K - $21K
|
7.94K
$426K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
BUY
|
- |
15.1KNew |
$730K - $792K
|
15.1K
$809K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
1.39K+ 4.83% |
$67.2K - $73K
|
30.1K
$1.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.57K- 3.91% |
$125K - $135K
|
63.3K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$121K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$35.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 19.24% |
$16.3K - $17.7K
|
2.09K
$112K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$160K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.41K+ 247.37% |
$68.3K - $74.1K
|
1.98K
$106K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$632K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 28.89% |
$20.1K - $21.8K
|
1.85K
$99.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 1.52% |
$533 - $578
|
713
$38.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$13.4K - $14.6K
|
277
$14.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27+ 0.11% |
$1.31K - $1.42K
|
23.6K
$1.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$48.5 - $52.6
|
186
$9.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.59K- 95.62% |
$222K - $241K
|
210
$11.3K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$55K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$1.17M - $1.27M
|
24.1K
$1.29M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 26.33% |
$147K - $167K
|
9.47K
$508K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
340New |
$14.8K - $16.8K
|
340
$18.3K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-13- 0.11% |
$567 - $642
|
12.3K
$660K
|
|
|
Nov 14, 2024
Q3 2024
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
754New |
$32.9K - $37.2K
|
754
$40.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$252K - $286K
|
5.79K
$311K
|
|