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 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
221+ 2.57% |
$7.59K - $8.25K
|
8.83K
$474K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
82New |
$2.82K - $3.06K
|
82
$4.4K
|
|
| Q2 2023 | |||||||
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.58KNew |
$245K - $273K
|
7.58K
$407K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
BUY
|
- |
150+ 11.27% |
$4.85K - $5.39K
|
1.48K
$79.5K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$821K - $910K
|
27K
$1.45M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$813K - $902K
|
26.8K
$1.44M
|
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
855+ 58.76% |
$26K - $28.8K
|
2.31K
$124K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
110New |
$3.34K - $3.71K
|
110
$5.91K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$196K - $229K
|
7.07K
$379K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.8KNew |
$49.8K - $58.3K
|
1.8K
$96.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
180New |
$4.99K - $5.84K
|
180
$9.66K
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
144New |
$3.99K - $4.67K
|
144
$7.73K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.44% |
$27.7 - $32.5
|
226
$12.1K
|
|
| Q3 2022 | |||||||
|
Nov 10, 2022
Q3 2022
|
Plancorp, LLC
|
BUY
|
- |
45.5K+ 294.21% |
$1.28M - $1.55M
|
61K
$3.28M
|
|
|
Oct 31, 2022
Q3 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
38.9KNew |
$1.09M - $1.33M
|
38.9K
$2.09M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.27KNew |
$35.6K - $43.3K
|
1.27K
$68.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
79New |
$2.21K - $2.69K
|
79
$4.24K
|
|
| Q2 2022 | |||||||
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
7.41KNew |
$212K - $268K
|
7.41K
$398K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
4.17KNew |
$120K - $151K
|
4.17K
$224K
|
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
3.09KNew |
$88.5K - $112K
|
3.09K
$166K
|
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$1.72K - $2.17K
|
60
$3.22K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
14+ 7.82% |
$460 - $550
|
193
$10.4K
|
|
| Q2 2021 | |||||||
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.1K+ 71.9% |
$36.9K - $40K
|
2.63K
$141K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
150New |
$4.64K - $5K
|
150
$8.05K
|
|