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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
144New |
$3.99K - $4.67K
|
144
$8.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
180New |
$4.99K - $5.84K
|
180
$10.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$196K - $229K
|
7.07K
$402K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$49.8K - $58.3K
|
1.8K
$102K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-12.1K- 3.08% |
$339K - $412K
|
381K
$21.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
45.5K+ 294.21% |
$1.28M - $1.55M
|
61K
$3.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-10.9K- 19.9% |
$306K - $371K
|
43.9K
$2.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
79New |
$2.21K - $2.69K
|
79
$4.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38.9KNew |
$1.09M - $1.33M
|
38.9K
$2.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$35.6K - $43.3K
|
1.27K
$72.4K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.41KNew |
$212K - $268K
|
7.41K
$422K
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.59KClosed |
$189K - $238K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-4.58K- 36.99% |
$131K - $165K
|
7.8K
$444K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.82KClosed |
$109K - $138K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-8.34KClosed |
$239K - $302K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$120K - $151K
|
4.17K
$238K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.09KNew |
$88.5K - $112K
|
3.09K
$176K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-176Closed |
$5.04K - $6.36K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$1.72K - $2.17K
|
60
$3.42K
|
|
| Q1 2022 | |||||||
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-300Closed |
$9.86K - $11.8K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-330Closed |
$10.9K - $13K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-150Closed |
$4.93K - $5.89K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-5.68KClosed |
$187K - $223K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-575Closed |
$18.9K - $22.6K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-178Closed |
$5.85K - $6.99K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Capital Cs Group, LLC
|
SELL
|
- |
-37.2KClosed |
$1.22M - $1.46M
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
14+ 7.82% |
$460 - $550
|
193
$11K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-666Closed |
$21.9K - $26.1K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-15.5KClosed |
$511K - $610K
|
0
$0
|
|
|
Apr 04, 2022
Q1 2022
|
Impac Tfolio, LLC
|
SELL
|
- |
-32.7KClosed |
$1.08M - $1.29M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-195Closed |
$6.99K - $7.77K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-14KClosed |
$500K - $556K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-8.38KClosed |
$301K - $334K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.1K+ 71.9% |
$36.9K - $40K
|
2.63K
$150K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.26KClosed |
$311K - $336K
|
0
$0
|
|
| Q1 2021 | |||||||
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.65K- 98.81% |
$268K - $288K
|
104
$5.92K
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
150New |
$4.64K - $5K
|
150
$8.54K
|
|