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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 17.12% |
$3.28M - $3.56M
|
464K
$23.8M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$1.17M - $1.27M
|
24.1K
$1.23M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$985K - $1.07M
|
20.3K
$1.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 15.59% |
$591K - $641K
|
90.5K
$4.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.91K+ 33.72% |
$335K - $363K
|
27.4K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.66KNew |
$323K - $350K
|
6.66K
$341K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.67KNew |
$226K - $245K
|
4.67K
$239K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.22KNew |
$204K - $222K
|
4.22K
$216K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3KNew |
$145K - $158K
|
3K
$154K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
892+ 15.15% |
$43.2K - $46.9K
|
6.78K
$347K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 2.17% |
$21.4K - $23.2K
|
20.8K
$1.07M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
400+ 1.61% |
$19.4K - $21K
|
25.2K
$1.29M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
372+ 6.65% |
$18K - $19.6K
|
5.97K
$306K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
341+ 4.5% |
$16.5K - $17.9K
|
7.92K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$13.4K - $14.6K
|
277
$14.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$52.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
75+ 0.2% |
$3.63K - $3.94K
|
37.9K
$1.94M
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 13.27% |
$2.71K - $2.94K
|
478
$24.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
42+ 0.4% |
$2.03K - $2.21K
|
10.6K
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27+ 0.11% |
$1.31K - $1.42K
|
23.6K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.35% |
$1.16K - $1.26K
|
6.84K
$350K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$48.5 - $52.6
|
186
$9.53K
|
|
| Q3 2024 | |||||||
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
83.2K+ 20.86% |
$3.63M - $4.11M
|
482K
$24.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
72.3K+ 31.47% |
$3.15M - $3.57M
|
302K
$15.5M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
65.9KNew |
$2.87M - $3.25M
|
65.9K
$3.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
52.8K+ 35.36% |
$2.3M - $2.61M
|
202K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
38.9K+ 23.71% |
$1.7M - $1.92M
|
203K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
37.5K+ 70.93% |
$1.64M - $1.85M
|
90.4K
$4.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
36.3KNew |
$1.58M - $1.79M
|
36.3K
$1.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
23.8K+ 34.07% |
$1.04M - $1.18M
|
93.8K
$4.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.4K+ 0.52% |
$1.02M - $1.15M
|
4.55M
$233M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23K+ 4.09% |
$1M - $1.14M
|
586K
$30M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
21.9KNew |
$954K - $1.08M
|
21.9K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
21.2K+ 5.94% |
$922K - $1.04M
|
377K
$19.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.4K+ 8.96% |
$887K - $1M
|
248K
$12.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
19K+ 3.14% |
$826K - $935K
|
623K
$31.9M
|
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
18.2KNew |
$792K - $897K
|
18.2K
$931K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.9K+ 81.53% |
$738K - $835K
|
37.7K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.8KNew |
$689K - $780K
|
15.8K
$810K
|
|
|
Oct 18, 2024
Q3 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
15.2K+ 7.8% |
$661K - $748K
|
209K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 22.68% |
$626K - $709K
|
77.7K
$3.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
14.3K+ 24.81% |
$623K - $705K
|
71.9K
$3.68M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
13.5KNew |
$590K - $668K
|
13.5K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
13.1K+ 21.0% |
$573K - $649K
|
75.7K
$3.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
12.7K+ 74.09% |
$556K - $629K
|
29.9K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.5KNew |
$501K - $567K
|
11.5K
$589K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11.3K+ 15.28% |
$494K - $560K
|
85.6K
$4.38M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 14.04% |
$490K - $555K
|
91.3K
$4.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
11.1KNew |
$482K - $546K
|
11.1K
$566K
|
|