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 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.55% |
$699 - $814
|
378
$19.4K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.79K+ 12.01% |
$108K - $126K
|
26K
$1.33M
|
|
| Q4 2023 | |||||||
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
20New |
$665 - $798
|
20
$1.02K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
301New |
$10K - $12K
|
301
$15.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92KNew |
$97.1K - $117K
|
2.92K
$150K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$1.76K - $2.11K
|
53
$2.72K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 10.11% |
$4.49K - $5.39K
|
1.47K
$75.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.12K- 16.96% |
$37.1K - $44.5K
|
5.47K
$280K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.44K- 17.24% |
$81.1K - $97.4K
|
11.7K
$600K
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
58+ 0.79% |
$1.93K - $2.31K
|
7.39K
$379K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.55KNew |
$84.9K - $102K
|
2.55K
$131K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
526New |
$17.5K - $21K
|
526
$26.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.7K- 7.64% |
$123K - $148K
|
44.7K
$2.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$282K - $338K
|
8.47K
$434K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.44K- 7.31% |
$81.2K - $97.5K
|
31K
$1.59M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.3KNew |
$216K - $235K
|
6.3K
$323K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-114- 50.0% |
$3.91K - $4.26K
|
114
$5.84K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-606- 6.55% |
$20.8K - $22.6K
|
8.65K
$443K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82New |
$2.82K - $3.06K
|
82
$4.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 2.57% |
$7.59K - $8.25K
|
8.83K
$453K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-143- 1.22% |
$4.91K - $5.34K
|
11.6K
$592K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
150+ 11.27% |
$4.85K - $5.39K
|
1.48K
$75.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
570New |
$18.4K - $20.5K
|
570
$29.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 1.41% |
$259 - $288
|
561
$28.7K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 76.92% |
$970 - $1.08K
|
9
$461
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.02KNew |
$227K - $253K
|
7.02K
$360K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.58KNew |
$245K - $273K
|
7.58K
$388K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$351K - $390K
|
11.6K
$592K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106- 6.86% |
$3.22K - $3.57K
|
1.44K
$73.8K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$821K - $910K
|
27K
$1.38M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
110New |
$3.34K - $3.71K
|
110
$5.64K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$813K - $902K
|
26.8K
$1.37M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35.5K- 94.31% |
$1.08M - $1.2M
|
2.14K
$110K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
855+ 58.76% |
$26K - $28.8K
|
2.31K
$118K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
758New |
$23K - $25.5K
|
758
$38.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-410- 5.17% |
$12.5K - $13.8K
|
7.53K
$386K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-300- 30.93% |
$9.12K - $10.1K
|
670
$34.3K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.51K- 8.12% |
$69.6K - $81.5K
|
28.4K
$1.46M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.44% |
$27.7 - $32.5
|
226
$11.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
180New |
$4.99K - $5.84K
|
180
$9.22K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
144New |
$3.99K - $4.67K
|
144
$7.38K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$196K - $229K
|
7.07K
$362K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.4K+ 27.72% |
$122K - $143K
|
20.3K
$1.04M
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$49.8K - $58.3K
|
1.8K
$92K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.1K- 3.08% |
$339K - $412K
|
381K
$19.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
79New |
$2.21K - $2.69K
|
79
$4.05K
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-10.9K- 19.9% |
$306K - $371K
|
43.9K
$2.25M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
45.5K+ 294.21% |
$1.28M - $1.55M
|
61K
$3.13M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38.9KNew |
$1.09M - $1.33M
|
38.9K
$1.99M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$35.6K - $43.3K
|
1.27K
$65.1K
|
|