Latest Institutional Purchases of Ishares Esg Advanced Msci Usa (USXF)
This list provides information on the latest institutional transactions involving Ishares Esg Advanced Msci Usa (USXF) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
356K+ 751.03% |
$14.8M - $19.2M
|
403K
$22.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
93.1K+ 14.97% |
$3.87M - $5.02M
|
715K
$39.9M
|
|
|
Aug 06, 2025
Q2 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
83.5K+ 30161.73% |
$3.47M - $4.51M
|
83.8K
$4.67M
|
|
|
Aug 13, 2025
Q2 2025
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
34.2KNew |
$1.42M - $1.84M
|
34.2K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24.4KNew |
$1.02M - $1.32M
|
24.4K
$1.36M
|
|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$965K - $1.25M
|
23.2K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
22.1KNew |
$920K - $1.19M
|
22.1K
$1.23M
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
21.6K+ 56.81% |
$896K - $1.16M
|
59.5K
$3.32M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21K+ 307.37% |
$872K - $1.13M
|
27.8K
$1.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
19.3K+ 19.91% |
$801K - $1.04M
|
116K
$6.47M
|
|
|
Aug 14, 2025
Q2 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19K+ 24.97% |
$788K - $1.02M
|
95K
$5.29M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.9K+ 33.48% |
$786K - $1.02M
|
75.4K
$4.2M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 117.8% |
$656K - $851K
|
29.2K
$1.63M
|
|
|
Aug 11, 2025
Q2 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
13.3K+ 64.46% |
$554K - $719K
|
34K
$1.89M
|
|
|
Aug 07, 2025
Q2 2025
|
E Cio, Inc.
Madison, WI |
BUY
|
- |
13.1KNew |
$542K - $704K
|
13.1K
$727K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
9.42KNew |
$391K - $508K
|
9.42K
$525K
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 8.41% |
$364K - $473K
|
113K
$6.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
8.35K+ 3.07% |
$347K - $450K
|
281K
$15.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
7.88K+ 16.99% |
$327K - $425K
|
54.2K
$3.02M
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
7.43KNew |
$308K - $400K
|
7.43K
$414K
|
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
7.43KNew |
$308K - $400K
|
7.43K
$414K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.13K+ 50.4% |
$296K - $384K
|
21.3K
$1.19M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.66K+ 14.32% |
$277K - $359K
|
53.2K
$2.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.65K+ 46.34% |
$276K - $358K
|
21K
$1.17M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.6KNew |
$274K - $356K
|
6.6K
$368K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 18.21% |
$245K - $318K
|
38.3K
$2.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.71KNew |
$237K - $308K
|
5.71K
$318K
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.52KNew |
$229K - $298K
|
5.52K
$308K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.35K+ 55.9% |
$222K - $289K
|
14.9K
$832K
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.88K+ 53.93% |
$203K - $263K
|
13.9K
$776K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4.49KNew |
$186K - $242K
|
4.49K
$250K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 0.64% |
$177K - $229K
|
673K
$37.5M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.06K+ 5.68% |
$169K - $219K
|
75.6K
$4.21M
|
|
|
Jul 30, 2025
Q2 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
4.05KNew |
$168K - $218K
|
4.05K
$226K
|
|
|
Jul 28, 2025
Q2 2025
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
4.04KNew |
$168K - $218K
|
4.04K
$225K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
3.95K+ 36.68% |
$164K - $213K
|
14.7K
$821K
|
|
|
Jul 29, 2025
Q2 2025
|
Two West Capital Advisors LLC
Overland Park, KS |
BUY
|
- |
3.87KNew |
$161K - $209K
|
3.87K
$216K
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.83KNew |
$159K - $207K
|
3.83K
$214K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.83KNew |
$159K - $207K
|
3.83K
$213K
|
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3.75KNew |
$156K - $202K
|
3.75K
$209K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.05K+ 74.14% |
$127K - $164K
|
7.16K
$399K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.85K+ 54.05% |
$118K - $154K
|
8.12K
$452K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.67KNew |
$111K - $144K
|
2.67K
$149K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.62K+ 19.49% |
$109K - $141K
|
16K
$894K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.52KNew |
$105K - $136K
|
2.52K
$141K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.18K+ 3.49% |
$90.5K - $117K
|
64.6K
$3.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
2.06K+ 0.93% |
$85.6K - $111K
|
223K
$12.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.95KNew |
$80.8K - $105K
|
1.95K
$108K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$79.2K - $103K
|
1.91K
$106K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.45K+ 63.52% |
$60.3K - $78.3K
|
3.74K
$208K
|