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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
58New |
$2.53K - $2.86K
|
58
$2.92K
|
|
|
Oct 21, 2024
Q3 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
47+ 0.08% |
$2.05K - $2.32K
|
59.5K
$2.99M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
46+ 1.02% |
$2.01K - $2.27K
|
4.56K
$229K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
30+ 0.63% |
$1.31K - $1.48K
|
4.81K
$242K
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
18+ 0.26% |
$785 - $888
|
6.81K
$343K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9+ 0.2% |
$392 - $444
|
4.58K
$230K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
3New |
$131 - $148
|
3
$151
|
|
|
Oct 21, 2024
Q3 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$131 - $148
|
7.58K
$381K
|
|
|
Oct 09, 2024
Q3 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.01% |
$131 - $148
|
20.3K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.11% |
$87.2 - $98.7
|
1.88K
$94.3K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
228K+ 133.6% |
$9.48M - $10.9M
|
399K
$20.1M
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
152KNew |
$6.32M - $7.27M
|
152K
$7.65M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
107K+ 23.34% |
$4.43M - $5.09M
|
563K
$28.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
61.5KNew |
$2.55M - $2.94M
|
61.5K
$3.09M
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
46.8K+ 8.39% |
$1.94M - $2.24M
|
605K
$30.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
39.6KNew |
$1.65M - $1.89M
|
39.6K
$1.99M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
33.6K+ 0.75% |
$1.4M - $1.61M
|
4.53M
$228M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
33.3K+ 7.53% |
$1.39M - $1.59M
|
476K
$24M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.3K+ 91.87% |
$1.26M - $1.45M
|
63.3K
$3.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
28.9K+ 5.21% |
$1.2M - $1.38M
|
584K
$29.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
26.8K+ 26.84% |
$1.12M - $1.28M
|
127K
$6.38M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
21.1K+ 43.28% |
$878K - $1.01M
|
69.9K
$3.52M
|
|
|
Aug 14, 2024
Q2 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
20.9K+ 6.25% |
$870K - $1M
|
356K
$17.9M
|
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
20.8K+ 56.77% |
$866K - $996K
|
57.6K
$2.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
20.4KNew |
$847K - $974K
|
20.4K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18.5KNew |
$767K - $882K
|
18.5K
$928K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
15.2KNew |
$630K - $725K
|
15.2K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
14.3K+ 10.61% |
$596K - $685K
|
149K
$7.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 22.71% |
$581K - $668K
|
75.5K
$3.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12.6K+ 597.2% |
$524K - $602K
|
14.7K
$740K
|
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
12.5K+ 0.47% |
$522K - $600K
|
2.69M
$135M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
12KNew |
$500K - $575K
|
12K
$606K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
11.2KNew |
$467K - $537K
|
11.2K
$565K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
9.83KNew |
$408K - $470K
|
9.83K
$494K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
9.31K+ 13.2% |
$387K - $445K
|
79.8K
$4.01M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8.09K+ 10.91% |
$336K - $387K
|
82.2K
$4.13M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
8.04K+ 24.83% |
$334K - $384K
|
40.4K
$2.03M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.44K+ 115.38% |
$309K - $356K
|
13.9K
$698K
|
|
|
Jul 19, 2024
Q2 2024
|
Accredited Investors Inc.
|
BUY
|
- |
7.02K+ 10.98% |
$292K - $335K
|
71K
$3.57M
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
6.95K+ 3.59% |
$289K - $332K
|
201K
$10.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
6.76KNew |
$281K - $323K
|
6.76K
$340K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.52K+ 21.23% |
$271K - $312K
|
37.2K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
5.3K+ 7.09% |
$220K - $253K
|
80.1K
$4.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$185K - $213K
|
4.46K
$224K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.2K+ 2.66% |
$133K - $153K
|
124K
$6.22M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 20.8% |
$114K - $131K
|
15.9K
$799K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.8% |
$89.2K - $103K
|
58.7K
$2.95M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.04K+ 1.23% |
$84.9K - $97.7K
|
169K
$8.49M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 6.82% |
$81.8K - $94.1K
|
30.8K
$1.55M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 38.52% |
$78K - $89.7K
|
6.75K
$339K
|
|