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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$217K - $246K
|
4.98K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
BUY
|
- |
500+ 308.64% |
$21.8K - $24.7K
|
662
$35.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.15KNew |
$224K - $254K
|
5.15K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.65KNew |
$203K - $230K
|
4.65K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04K+ 14.76% |
$263K - $298K
|
46.9K
$2.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
13+ 0.28% |
$567 - $642
|
4.73K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.37% |
$49.6K - $56.2K
|
14.3K
$768K
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$3.86M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
18.2KNew |
$792K - $897K
|
18.2K
$975K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
483New |
$21.1K - $23.8K
|
483
$25.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46+ 1.02% |
$2.01K - $2.27K
|
4.56K
$245K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 8.64% |
$49.6K - $56.2K
|
12K
$647K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
58New |
$2.53K - $2.86K
|
58
$3.11K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-955- 7.77% |
$41.6K - $47.1K
|
11.3K
$609K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.27K+ 33.31% |
$98.9K - $112K
|
9.08K
$487K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$272K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32KNew |
$232K - $263K
|
5.32K
$286K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-852- 5.87% |
$37.1K - $42K
|
13.7K
$733K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
863+ 18.36% |
$35.9K - $41.2K
|
5.56K
$299K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 0.47% |
$522K - $600K
|
2.69M
$145M
|
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.37M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.16K - $4.78K
|
100
$5.37K
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$185K - $213K
|
4.46K
$239K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 16.05% |
$540 - $621
|
94
$5.05K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$44.6K - $51.3K
|
1.07K
$57.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$1.37K - $1.58K
|
33
$1.77K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
15.2KNew |
$630K - $725K
|
15.2K
$814K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184New |
$7.65K - $8.79K
|
184
$9.88K
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-818- 5.0% |
$34K - $39.1K
|
15.5K
$835K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$41.6 - $47.8
|
225
$12.1K
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.16K- 10.11% |
$48.1K - $55.3K
|
10.3K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-68- 23.94% |
$2.83K - $3.25K
|
216
$11.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.42K
|
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$975K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$99.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152KNew |
$6.32M - $7.27M
|
152K
$8.16M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$106K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77.5KNew |
$3.01M - $3.51M
|
77.5K
$4.16M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.8% |
$9.74K - $11.4K
|
4.98K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
488+ 1.01% |
$18.9K - $22.1K
|
48.6K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 90.29% |
$851K - $992K
|
46.2K
$2.48M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-654- 10.44% |
$25.4K - $29.6K
|
5.61K
$301K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.9KNew |
$2.36M - $2.75M
|
60.9K
$3.27M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.35K- 98.6% |
$363K - $423K
|
133
$7.14K
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.34KNew |
$323K - $377K
|
8.34K
$448K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.6K+ 28.98% |
$373K - $434K
|
42.7K
$2.29M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.57K+ 68.36% |
$216K - $252K
|
13.7K
$736K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.35K+ 4.06% |
$91.1K - $106K
|
60.1K
$3.23M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 9.56% |
$25K - $29.1K
|
6.09K
$327K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.55% |
$699 - $814
|
378
$20.3K
|
|