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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
23.2KNew |
$965K - $1.25M
|
23.2K
$1.25M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 117.8% |
$656K - $851K
|
29.2K
$1.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
8.77K+ 8.41% |
$364K - $473K
|
113K
$6.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
5.9K+ 18.21% |
$245K - $318K
|
38.3K
$2.06M
|
|
|
Jul 01, 2025
Q2 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
4.88K+ 53.93% |
$203K - $263K
|
13.9K
$747K
|
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
4.49KNew |
$186K - $242K
|
4.49K
$241K
|
|
|
Jul 18, 2025
Q2 2025
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
4.25K+ 0.64% |
$177K - $229K
|
673K
$36.1M
|
|
|
Jul 07, 2025
Q2 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
3.83KNew |
$159K - $207K
|
3.83K
$206K
|
|
|
Jul 16, 2025
Q2 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.85K+ 54.05% |
$118K - $154K
|
8.12K
$436K
|
|
|
Jul 17, 2025
Q2 2025
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$79.2K - $103K
|
1.91K
$102K
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 1.75% |
$45.2K - $58.7K
|
63.2K
$3.39M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$42.8K - $55.5K
|
1.03K
$55.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
792+ 11.41% |
$32.9K - $42.7K
|
7.74K
$415K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
735+ 3.35% |
$30.5K - $39.6K
|
22.7K
$1.22M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
695+ 2.01% |
$28.9K - $37.5K
|
35.3K
$1.9M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
684+ 2.27% |
$28.4K - $36.9K
|
30.8K
$1.65M
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
558+ 10.97% |
$23.2K - $30.1K
|
5.65K
$303K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
364+ 2.29% |
$15.1K - $19.6K
|
16.3K
$875K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
123New |
$5.11K - $6.63K
|
123
$6.6K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84New |
$3.49K - $4.53K
|
84
$4.51K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 0.25% |
$2.2K - $2.86K
|
21.5K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 2.14% |
$1.5K - $1.94K
|
1.72K
$92.2K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.42% |
$1.45K - $1.89K
|
8.44K
$453K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.13% |
$1.04K - $1.35K
|
19K
$1.02M
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
112K+ 10.64% |
$5.17M - $5.87M
|
1.16M
$62.3M
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
106K+ 20.57% |
$4.92M - $5.59M
|
622K
$33.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
95K+ 1.87% |
$4.4M - $5M
|
5.17M
$278M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
76.5KNew |
$3.55M - $4.03M
|
76.5K
$4.11M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
47.4KNew |
$2.2M - $2.49M
|
47.4K
$2.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
34.8K+ 12.55% |
$1.61M - $1.83M
|
312K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
28.2K+ 153.7% |
$1.31M - $1.48M
|
46.5K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
27.2K+ 8.03% |
$1.26M - $1.43M
|
366K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
27.1K+ 324.26% |
$1.26M - $1.43M
|
35.5K
$1.91M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
18.1K+ 429.56% |
$840K - $953K
|
22.3K
$1.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Sofi Wealth, LLC
|
BUY
|
- |
17.9K+ 641.18% |
$830K - $942K
|
20.7K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
17.1K+ 18.47% |
$792K - $899K
|
110K
$5.88M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 2.55% |
$719K - $816K
|
625K
$33.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
14.3KNew |
$665K - $755K
|
14.3K
$770K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.69KNew |
$449K - $510K
|
9.69K
$520K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.63K+ 3.4% |
$447K - $507K
|
293K
$15.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
9.44K+ 32.0% |
$438K - $497K
|
38.9K
$2.09M
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
6.94K+ 62.87% |
$322K - $365K
|
18K
$966K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.88K+ 32.84% |
$319K - $362K
|
27.8K
$1.49M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
6.66K+ 2.4% |
$309K - $351K
|
284K
$15.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.51K+ 4.97% |
$302K - $343K
|
137K
$7.38M
|
|
|
May 09, 2025
Q1 2025
|
Financial Connections Group, Inc.
|
BUY
|
- |
6.17K+ 2.88% |
$286K - $325K
|
221K
$11.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
5.81KNew |
$269K - $306K
|
5.81K
$312K
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.8KNew |
$269K - $305K
|
5.8K
$311K
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.52K+ 2.52% |
$256K - $291K
|
224K
$12.1M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.48K+ 68.93% |
$254K - $288K
|
13.4K
$721K
|
|