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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.11K+ 8.78% |
$53.8K - $58.4K
|
13.8K
$712K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.07K+ 14.36% |
$51.9K - $56.4K
|
8.54K
$441K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
892+ 15.15% |
$43.2K - $46.9K
|
6.78K
$351K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
879+ 25.34% |
$42.6K - $46.2K
|
4.35K
$225K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
870+ 2.14% |
$42.2K - $45.7K
|
41.5K
$2.14M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 9.88% |
$39.9K - $43.3K
|
9.15K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
821New |
$39.8K - $43.2K
|
821
$42.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
794New |
$38.5K - $41.7K
|
794
$41K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$34.5K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
658+ 3.78% |
$31.9K - $34.6K
|
18.1K
$934K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
606+ 8.71% |
$29.4K - $31.9K
|
7.56K
$391K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 12.89% |
$28.6K - $31K
|
5.17K
$267K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
543+ 7.65% |
$26.3K - $28.5K
|
7.64K
$395K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
500+ 1.27% |
$24.2K - $26.3K
|
40K
$2.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
481+ 8.85% |
$23.3K - $25.3K
|
5.92K
$306K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
460+ 10.59% |
$22.3K - $24.2K
|
4.8K
$248K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 2.17% |
$21.4K - $23.2K
|
20.8K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
430+ 33.99% |
$20.8K - $22.6K
|
1.7K
$87.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 28.89% |
$20.1K - $21.8K
|
1.85K
$95.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
400+ 5.33% |
$19.4K - $21K
|
7.9K
$408K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
400+ 1.61% |
$19.4K - $21K
|
25.2K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
393+ 3.12% |
$19K - $20.7K
|
13K
$671K
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
372+ 6.65% |
$18K - $19.6K
|
5.97K
$308K
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
341+ 4.5% |
$16.5K - $17.9K
|
7.92K
$409K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
337+ 5.16% |
$16.3K - $17.7K
|
6.87K
$355K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 19.24% |
$16.3K - $17.7K
|
2.09K
$108K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
334+ 4.31% |
$16.2K - $17.6K
|
8.08K
$418K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
316+ 3.08% |
$15.3K - $16.6K
|
10.6K
$547K
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
304+ 6.19% |
$14.7K - $16K
|
5.22K
$270K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$13.4K - $14.6K
|
277
$14.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
240+ 6.57% |
$11.6K - $12.6K
|
3.89K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
232+ 2.19% |
$11.2K - $12.2K
|
10.8K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
228+ 2.95% |
$11K - $12K
|
7.95K
$411K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
219+ 14.75% |
$10.6K - $11.5K
|
1.7K
$88.1K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 1.74% |
$7.56K - $8.2K
|
9.1K
$471K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
142New |
$6.88K - $7.46K
|
142
$7.34K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
139+ 1.17% |
$6.73K - $7.31K
|
12K
$620K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
127New |
$6.15K - $6.68K
|
127
$6.56K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$53K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
91+ 0.34% |
$4.41K - $4.78K
|
26.8K
$1.38M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
79+ 0.8% |
$3.83K - $4.15K
|
9.99K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
75+ 0.34% |
$3.63K - $3.94K
|
22K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
75+ 0.2% |
$3.63K - $3.94K
|
37.9K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$154K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
65+ 1.49% |
$3.15K - $3.42K
|
4.42K
$229K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 13.27% |
$2.71K - $2.94K
|
478
$24.7K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52+ 39.1% |
$2.52K - $2.73K
|
185
$9.56K
|
|
|
Feb 12, 2025
Q4 2024
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
46+ 0.34% |
$2.23K - $2.42K
|
13.6K
$704K
|