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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 3.54% |
$69.4K - $79.8K
|
48.9K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.66K+ 15.39% |
$68.8K - $79.1K
|
12.4K
$624K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.5K+ 6.43% |
$62.3K - $71.7K
|
24.8K
$1.25M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$44.6K - $51.3K
|
1.07K
$54K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
928+ 5.7% |
$38.6K - $44.3K
|
17.2K
$865K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
920New |
$38.2K - $44K
|
920
$46.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
869+ 5.4% |
$36.1K - $41.5K
|
16.9K
$852K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
863+ 18.36% |
$35.9K - $41.2K
|
5.56K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
660+ 13.64% |
$27.4K - $31.5K
|
5.5K
$276K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646+ 46.14% |
$26.8K - $30.9K
|
2.05K
$103K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
622+ 3.11% |
$25.9K - $29.7K
|
20.6K
$1.04M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
563+ 9.84% |
$23.4K - $26.9K
|
6.29K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
532+ 2.98% |
$22.1K - $25.4K
|
18.4K
$923K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
511+ 22.11% |
$21.2K - $24.4K
|
2.82K
$142K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
459+ 4.48% |
$19.1K - $21.9K
|
10.7K
$539K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
408+ 2.2% |
$17K - $19.5K
|
19K
$954K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
355+ 4.9% |
$14.8K - $17K
|
7.61K
$383K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
223+ 3.07% |
$9.27K - $10.7K
|
7.5K
$377K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
219+ 6.38% |
$9.1K - $10.5K
|
3.65K
$184K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
184New |
$7.65K - $8.79K
|
184
$9.25K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
104+ 0.78% |
$4.32K - $4.97K
|
13.5K
$678K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
100New |
$4.16K - $4.78K
|
100
$5.03K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
89+ 1.18% |
$3.7K - $4.25K
|
7.65K
$385K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
78+ 4.4% |
$3.24K - $3.73K
|
1.85K
$93.1K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
66+ 3.45% |
$2.74K - $3.15K
|
1.98K
$99.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
51+ 0.19% |
$2.12K - $2.44K
|
26.6K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
45+ 0.09% |
$1.87K - $2.15K
|
52.9K
$2.66M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
45New |
$1.87K - $2.15K
|
45
$2.26K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
45+ 5.77% |
$1.87K - $2.15K
|
825
$41.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
33New |
$1.37K - $1.58K
|
33
$1.66K
|
|
|
Aug 09, 2024
Q2 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
26+ 0.19% |
$1.08K - $1.24K
|
13.6K
$682K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
25+ 0.51% |
$1.04K - $1.19K
|
4.97K
$250K
|
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15+ 3.69% |
$623 - $717
|
422
$21.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
13+ 16.05% |
$540 - $621
|
94
$4.73K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
10+ 0.19% |
$416 - $478
|
5.25K
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
9+ 0.19% |
$374 - $430
|
4.72K
$237K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9+ 0.04% |
$374 - $430
|
23.1K
$1.16M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2+ 0.04% |
$83.1 - $95.6
|
5.4K
$272K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
1+ 0.45% |
$41.6 - $47.8
|
225
$11.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$41.6 - $47.8
|
185
$9.3K
|
|
| Q1 2024 | |||||||
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
77.5KNew |
$3.01M - $3.51M
|
77.5K
$3.9M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
60.9KNew |
$2.36M - $2.75M
|
60.9K
$3.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 90.29% |
$851K - $992K
|
46.2K
$2.32M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
9.6K+ 28.98% |
$373K - $434K
|
42.7K
$2.15M
|
|
|
May 03, 2024
Q1 2024
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
8.34KNew |
$323K - $377K
|
8.34K
$419K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.43K+ 39.79% |
$250K - $291K
|
22.6K
$1.14M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
5.57K+ 68.36% |
$216K - $252K
|
13.7K
$690K
|
|
|
Apr 04, 2024
Q1 2024
|
Verity Wealth Advisors
|
BUY
|
- |
2.79K+ 12.01% |
$108K - $126K
|
26K
$1.31M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
2.35K+ 4.06% |
$91.1K - $106K
|
60.1K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
562New |
$21.8K - $25.4K
|
562
$28.3K
|
|