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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83.2K+ 20.86% |
$3.63M - $4.11M
|
482K
$25M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
72.3K+ 31.47% |
$3.15M - $3.57M
|
302K
$15.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.8K+ 35.36% |
$2.3M - $2.61M
|
202K
$10.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
38.9K+ 23.71% |
$1.7M - $1.92M
|
203K
$10.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.5K+ 70.93% |
$1.64M - $1.85M
|
90.4K
$4.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
36.3KNew |
$1.58M - $1.79M
|
36.3K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 34.07% |
$1.04M - $1.18M
|
93.8K
$4.87M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4K+ 0.52% |
$1.02M - $1.15M
|
4.55M
$236M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 4.09% |
$1M - $1.14M
|
586K
$30.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21.9KNew |
$954K - $1.08M
|
21.9K
$1.14M
|
|
|
Oct 16, 2024
Q3 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
21.8K+ 135.81% |
$950K - $1.08M
|
37.8K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
21.2K+ 5.94% |
$922K - $1.04M
|
377K
$19.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 8.96% |
$887K - $1M
|
248K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19K+ 3.14% |
$826K - $935K
|
623K
$32.4M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
18.2KNew |
$792K - $897K
|
18.2K
$943K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.9K+ 81.53% |
$738K - $835K
|
37.7K
$1.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$689K - $780K
|
15.8K
$820K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15.2K+ 7.8% |
$661K - $748K
|
209K
$10.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 22.68% |
$626K - $709K
|
77.7K
$4.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$3.73M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$590K - $668K
|
13.5K
$702K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1K+ 21.0% |
$573K - $649K
|
75.7K
$3.93M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 74.09% |
$556K - $629K
|
29.9K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.5KNew |
$501K - $567K
|
11.5K
$596K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 15.28% |
$494K - $560K
|
85.6K
$4.44M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 14.04% |
$490K - $555K
|
91.3K
$4.74M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.1KNew |
$482K - $546K
|
11.1K
$574K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
9.91KNew |
$432K - $489K
|
9.91K
$514K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
9.4K+ 0.7% |
$410K - $464K
|
1.36M
$70.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
9.37K+ 11.39% |
$408K - $462K
|
91.6K
$4.75M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
9.36K+ 23.15% |
$408K - $462K
|
49.8K
$2.58M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
9.04KNew |
$394K - $446K
|
9.04K
$469K
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.84KNew |
$385K - $436K
|
8.84K
$459K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.74K+ 7.06% |
$381K - $431K
|
132K
$6.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
7.78KNew |
$339K - $384K
|
7.78K
$404K
|
|
|
Nov 05, 2024
Q3 2024
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.9KNew |
$301K - $341K
|
6.9K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
6.82KNew |
$297K - $337K
|
6.82K
$354K
|
|
|
Oct 10, 2024
Q3 2024
|
Atwater Malick LLC
|
BUY
|
- |
6.33K+ 10.39% |
$276K - $312K
|
67.2K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.04K+ 14.76% |
$263K - $298K
|
46.9K
$2.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.79KNew |
$252K - $286K
|
5.79K
$300K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
5.32KNew |
$232K - $263K
|
5.32K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.15KNew |
$224K - $254K
|
5.15K
$267K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
5.12K+ 1.75% |
$223K - $253K
|
298K
$15.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
5.01K+ 8.15% |
$218K - $247K
|
66.5K
$3.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.98KNew |
$217K - $246K
|
4.98K
$258K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.9KNew |
$214K - $242K
|
4.9K
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
4.74K+ 413.87% |
$207K - $234K
|
5.89K
$306K
|
|
|
Nov 14, 2024
Q3 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
4.65KNew |
$203K - $230K
|
4.65K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.64K+ 29.29% |
$202K - $229K
|
20.5K
$1.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
4.37KNew |
$190K - $215K
|
4.37K
$226K
|