Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-95.1K- 84.92% |
$3.95M - $4.54M
|
16.9K
$827K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.1K- 5.79% |
$712K - $818K
|
278K
$13.6M
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-6.03K- 31.39% |
$251K - $288K
|
13.2K
$645K
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.57K- 30.26% |
$232K - $266K
|
12.8K
$629K
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
SELL
|
- |
-3.45K- 31.0% |
$144K - $165K
|
7.69K
$376K
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-3.4K- 2.91% |
$141K - $163K
|
113K
$5.55M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.02K- 1.31% |
$126K - $144K
|
227K
$11.1M
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.57K- 30.14% |
$107K - $123K
|
5.94K
$291K
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.28K- 0.17% |
$94.9K - $109K
|
1.35M
$66.1M
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.91K- 21.82% |
$79.5K - $91.5K
|
6.86K
$336K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.72K- 4.02% |
$71.3K - $82K
|
40.9K
$2M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.66K- 4.82% |
$68.9K - $79.2K
|
32.8K
$1.6M
|
|
Jul 16, 2024
Q2 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-1.55K- 6.09% |
$64.3K - $74K
|
23.9K
$1.17M
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.25K- 1.96% |
$52.1K - $59.9K
|
62.6K
$3.06M
|
|
Aug 07, 2024
Q2 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.2K- 14.29% |
$49.9K - $57.3K
|
7.2K
$353K
|
|
Aug 13, 2024
Q2 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
SELL
|
- |
-1.16K- 3.03% |
$48.4K - $55.6K
|
37.2K
$1.82M
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.16K- 6.33% |
$48.2K - $55.4K
|
17.1K
$839K
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-1.16K- 10.11% |
$48.1K - $55.3K
|
10.3K
$504K
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-949- 5.34% |
$39.4K - $45.4K
|
16.8K
$824K
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-928- 5.89% |
$38.6K - $44.3K
|
14.8K
$726K
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-826- 3.07% |
$34.3K - $39.5K
|
26.1K
$1.28M
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-818- 5.0% |
$34K - $39.1K
|
15.5K
$761K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-772- 8.4% |
$32.1K - $36.9K
|
8.42K
$412K
|
|
Jul 26, 2024
Q2 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-749- 3.96% |
$31.1K - $35.8K
|
18.2K
$890K
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-679- 4.67% |
$28.2K - $32.4K
|
13.9K
$679K
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-496- 5.51% |
$20.6K - $23.7K
|
8.51K
$416K
|
|
Jul 17, 2024
Q2 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-470- 0.69% |
$19.5K - $22.5K
|
68K
$3.33M
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-461- 0.44% |
$19.2K - $22K
|
104K
$5.08M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-448- 8.08% |
$18.6K - $21.4K
|
5.1K
$250K
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-426- 8.62% |
$17.7K - $20.4K
|
4.51K
$221K
|
|
Aug 01, 2024
Q2 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-376- 3.23% |
$15.6K - $18K
|
11.3K
$551K
|
|
Aug 13, 2024
Q2 2024
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.25M
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-369- 1.42% |
$15.3K - $17.6K
|
25.5K
$1.25M
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-300- 0.38% |
$12.5K - $14.3K
|
79.3K
$3.88M
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
SELL
|
- |
-221- 4.42% |
$9.18K - $10.6K
|
4.78K
$234K
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-210- 1.87% |
$8.73K - $10K
|
11K
$539K
|
|
Jul 26, 2024
Q2 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-182- 1.18% |
$7.56K - $8.7K
|
15.3K
$749K
|
|
Jul 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-173- 0.26% |
$7.19K - $8.27K
|
67.5K
$3.31M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-165- 0.13% |
$6.86K - $7.89K
|
132K
$6.45M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-152- 2.27% |
$6.32K - $7.26K
|
6.54K
$320K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-122- 11.71% |
$5.07K - $5.83K
|
920
$45K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-100- 0.42% |
$4.16K - $4.78K
|
23.7K
$1.16M
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-91- 1.93% |
$3.78K - $4.35K
|
4.63K
$227K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-82- 4.63% |
$3.41K - $3.92K
|
1.69K
$82.7K
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-76- 1.26% |
$3.16K - $3.63K
|
5.96K
$292K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-74- 1.32% |
$3.08K - $3.54K
|
5.54K
$271K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-72- 0.35% |
$2.99K - $3.44K
|
20.4K
$996K
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-68- 23.94% |
$2.83K - $3.25K
|
216
$10.6K
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-62- 0.5% |
$2.58K - $2.96K
|
12.3K
$603K
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-34- 0.23% |
$1.41K - $1.62K
|
14.5K
$710K
|