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 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$1.01M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.51K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$103K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152KNew |
$6.32M - $7.27M
|
152K
$8.47M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$110K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77.5KNew |
$3.01M - $3.51M
|
77.5K
$4.32M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.8% |
$9.74K - $11.4K
|
4.98K
$277K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 90.29% |
$851K - $992K
|
46.2K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
488+ 1.01% |
$18.9K - $22.1K
|
48.6K
$2.71M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-654- 10.44% |
$25.4K - $29.6K
|
5.61K
$313K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.9KNew |
$2.36M - $2.75M
|
60.9K
$3.39M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-9.35K- 98.6% |
$363K - $423K
|
133
$7.41K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.6K+ 28.98% |
$373K - $434K
|
42.7K
$2.38M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.34KNew |
$323K - $377K
|
8.34K
$464K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.57K+ 68.36% |
$216K - $252K
|
13.7K
$764K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.35K+ 4.06% |
$91.1K - $106K
|
60.1K
$3.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 9.56% |
$25K - $29.1K
|
6.09K
$339K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.55% |
$699 - $814
|
378
$21.1K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.79K+ 12.01% |
$108K - $126K
|
26K
$1.45M
|
|
| Q4 2023 | |||||||
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
301New |
$10K - $12K
|
301
$16.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
53New |
$1.76K - $2.11K
|
53
$2.95K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.44K- 17.24% |
$81.1K - $97.4K
|
11.7K
$653K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
135+ 10.11% |
$4.49K - $5.39K
|
1.47K
$81.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-1.12K- 16.96% |
$37.1K - $44.5K
|
5.47K
$305K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.55KNew |
$84.9K - $102K
|
2.55K
$142K
|
|
|
Jan 18, 2024
Q4 2023
|
Trevian Wealth Management LLC
|
BUY
|
- |
58+ 0.79% |
$1.93K - $2.31K
|
7.39K
$412K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
526New |
$17.5K - $21K
|
526
$29.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
8.47KNew |
$282K - $338K
|
8.47K
$472K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.7K- 7.64% |
$123K - $148K
|
44.7K
$2.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.44K- 7.31% |
$81.2K - $97.5K
|
31K
$1.73M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.3KNew |
$216K - $235K
|
6.3K
$351K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-606- 6.55% |
$20.8K - $22.6K
|
8.65K
$482K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82New |
$2.82K - $3.06K
|
82
$4.57K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 2.57% |
$7.59K - $8.25K
|
8.83K
$492K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
SELL
|
- |
-143- 1.22% |
$4.91K - $5.34K
|
11.6K
$644K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
150+ 11.27% |
$4.85K - $5.39K
|
1.48K
$82.5K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-8- 1.41% |
$259 - $288
|
561
$31.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-30- 76.92% |
$970 - $1.08K
|
9
$501
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.58KNew |
$245K - $273K
|
7.58K
$422K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-106- 6.86% |
$3.22K - $3.57K
|
1.44K
$80.2K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$821K - $910K
|
27K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
110New |
$3.34K - $3.71K
|
110
$6.13K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$813K - $902K
|
26.8K
$1.49M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35.5K- 94.31% |
$1.08M - $1.2M
|
2.14K
$119K
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
855+ 58.76% |
$26K - $28.8K
|
2.31K
$129K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-410- 5.17% |
$12.5K - $13.8K
|
7.53K
$419K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-300- 30.93% |
$9.12K - $10.1K
|
670
$37.3K
|
|
| Q4 2022 | |||||||
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.51K- 8.12% |
$69.6K - $81.5K
|
28.4K
$1.58M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.44% |
$27.7 - $32.5
|
226
$12.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
180New |
$4.99K - $5.84K
|
180
$10K
|
|