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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.48K+ 68.93% |
$254K - $288K
|
13.4K
$721K
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
5.17K+ 96.4% |
$240K - $272K
|
10.5K
$566K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.17K+ 21.12% |
$240K - $272K
|
29.7K
$1.59M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
5.06K+ 62.61% |
$235K - $266K
|
13.1K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
4.96K+ 4.16% |
$230K - $261K
|
124K
$6.66M
|
|
|
Apr 28, 2025
Q1 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
4.94K+ 84.52% |
$229K - $260K
|
10.8K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
BUY
|
- |
4.89K+ 6.29% |
$227K - $257K
|
82.6K
$4.44M
|
|
|
May 14, 2025
Q1 2025
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
4.88K+ 11.78% |
$227K - $257K
|
46.4K
$2.49M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
4.83KNew |
$224K - $254K
|
4.83K
$259K
|
|
|
Apr 28, 2025
Q1 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
4.13K+ 8.4% |
$191K - $217K
|
53.2K
$2.86M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.11KNew |
$191K - $216K
|
4.11K
$221K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.03K+ 11.58% |
$187K - $212K
|
38.8K
$2.08M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
3.79K+ 2.06% |
$176K - $199K
|
187K
$10.1M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
3.55K+ 8.88% |
$165K - $187K
|
43.5K
$2.34M
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.43K+ 65.87% |
$159K - $180K
|
8.63K
$463K
|
|
|
Apr 22, 2025
Q1 2025
|
Keystone Financial Services
|
BUY
|
- |
3.29K+ 19.35% |
$153K - $173K
|
20.3K
$1.09M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
3.2K+ 36.97% |
$148K - $168K
|
11.9K
$636K
|
|
|
May 13, 2025
Q1 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
3.15K+ 22.01% |
$146K - $166K
|
17.5K
$937K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.05K+ 5.13% |
$141K - $161K
|
62.4K
$3.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.02K+ 6.98% |
$140K - $159K
|
46.3K
$2.49M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
2.78K+ 13.76% |
$129K - $146K
|
23K
$1.23M
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.75K+ 39.9% |
$128K - $145K
|
9.65K
$518K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.46K+ 3.65% |
$114K - $129K
|
69.7K
$3.74M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.39KNew |
$111K - $126K
|
2.39K
$128K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
2.36K+ 10.75% |
$109K - $124K
|
24.3K
$1.31M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
2.27KNew |
$105K - $120K
|
2.27K
$122K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
2.26K+ 19.25% |
$105K - $119K
|
14K
$753K
|
|
|
May 09, 2025
Q1 2025
|
Wade Financial Advisory, Inc
|
BUY
|
- |
2.24K+ 18.15% |
$104K - $118K
|
14.6K
$782K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.21K+ 30.05% |
$103K - $117K
|
9.58K
$514K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.2K+ 8.63% |
$102K - $116K
|
27.7K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.91K+ 20.71% |
$88.4K - $100K
|
11.1K
$597K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.86K+ 8.9% |
$86.4K - $98.1K
|
22.8K
$1.22M
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
1.86K+ 2.25% |
$86.2K - $97.8K
|
84.3K
$4.53M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.83K+ 3.11% |
$84.8K - $96.2K
|
60.6K
$3.25M
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.47K+ 34.11% |
$68.2K - $77.4K
|
5.78K
$310K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.45K+ 1.52% |
$67.3K - $76.3K
|
96.8K
$5.2M
|
|
|
May 05, 2025
Q1 2025
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
1.42K+ 13.13% |
$65.7K - $74.6K
|
12.2K
$655K
|
|
|
May 15, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.4K+ 31.94% |
$64.9K - $73.7K
|
5.78K
$310K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.22K+ 9.45% |
$56.6K - $64.3K
|
14.1K
$759K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 5.98% |
$48.1K - $54.7K
|
18.4K
$988K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1K+ 8.24% |
$46.4K - $52.7K
|
13.1K
$705K
|
|
|
May 15, 2025
Q1 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
991+ 4.87% |
$46K - $52.2K
|
21.3K
$1.14M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
830+ 10.48% |
$38.5K - $43.7K
|
8.75K
$470K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
825New |
$38.3K - $43.4K
|
825
$44.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
764New |
$35.4K - $40.2K
|
764
$41K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
748+ 5.27% |
$34.7K - $39.4K
|
14.9K
$802K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
740+ 11.12% |
$34.3K - $39K
|
7.4K
$397K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
683+ 10.33% |
$31.7K - $36K
|
7.3K
$392K
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
590+ 4.92% |
$27.4K - $31.1K
|
12.6K
$676K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
581+ 5.49% |
$26.9K - $30.6K
|
11.2K
$599K
|