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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109K- 21.69% |
$4.52M - $5.87M
|
393K
$21.1M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 20.3% |
$1.01M - $1.32M
|
95.8K
$5.14M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.4K- 28.48% |
$807K - $1.05M
|
48.8K
$2.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 32.75% |
$595K - $772K
|
29.4K
$1.58M
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.59K- 31.09% |
$149K - $193K
|
7.95K
$427K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.51K- 32.61% |
$146K - $189K
|
7.25K
$389K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.44K- 28.72% |
$143K - $185K
|
8.53K
$458K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.37K- 27.7% |
$140K - $182K
|
8.81K
$473K
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.18K- 38.72% |
$132K - $171K
|
5.03K
$270K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 2.8% |
$110K - $143K
|
91.7K
$4.92M
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 8.24% |
$83.1K - $108K
|
22.3K
$1.2M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2K- 23.63% |
$83K - $108K
|
6.46K
$347K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.93K- 24.89% |
$80K - $104K
|
5.82K
$312K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 28.64% |
$63.3K - $82.2K
|
3.8K
$204K
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.51K- 17.26% |
$62.6K - $81.3K
|
7.23K
$388K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.12K- 17.55% |
$46.7K - $60.6K
|
5.28K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.08K- 13.71% |
$44.7K - $58K
|
6.77K
$363K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.01K- 16.74% |
$41.9K - $54.4K
|
5.01K
$269K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-834- 3.47% |
$34.6K - $45K
|
23.2K
$1.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-697- 11.45% |
$29K - $37.6K
|
5.39K
$289K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-572- 12.54% |
$23.8K - $30.8K
|
3.99K
$214K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-201- 2.13% |
$8.35K - $10.8K
|
9.25K
$497K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-184- 0.66% |
$7.64K - $9.92K
|
27.8K
$1.49M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-159- 28.55% |
$6.6K - $8.57K
|
398
$21.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.31% |
$6.06K - $7.87K
|
6.18K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-137- 0.97% |
$5.69K - $7.39K
|
14K
$749K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-46- 0.58% |
$1.91K - $2.48K
|
7.88K
$423K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43- 0.36% |
$1.79K - $2.32K
|
11.8K
$636K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 0.11% |
$872 - $1.13K
|
19.3K
$1.03M
|
|
| Q1 2025 | |||||||
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-319K- 21.16% |
$14.8M - $16.8M
|
1.19M
$63.8M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-118K- 98.09% |
$5.46M - $6.2M
|
2.29K
$123K
|
|
|
May 07, 2025
Q1 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-96.6K- 20.74% |
$4.48M - $5.09M
|
369K
$19.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-60.6K- 18.19% |
$2.81M - $3.19M
|
272K
$14.6M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-35.2K- 83.75% |
$1.63M - $1.85M
|
6.83K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-24.8K- 69.66% |
$1.15M - $1.31M
|
10.8K
$581K
|
|
|
Apr 30, 2025
Q1 2025
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-20.6K- 62.86% |
$954K - $1.08M
|
12.2K
$652K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-16.8KClosed |
$778K - $883K
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-12.6K- 12.96% |
$583K - $662K
|
84.5K
$4.54M
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
SELL
|
- |
-12.1K- 9.41% |
$561K - $637K
|
116K
$6.25M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.88K- 7.04% |
$458K - $520K
|
131K
$7.01M
|
|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
SELL
|
- |
-6.36K- 3.56% |
$295K - $335K
|
172K
$9.26M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-6.14K- 6.91% |
$285K - $323K
|
82.6K
$4.44M
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
SELL
|
- |
-6.03K- 41.08% |
$280K - $317K
|
8.65K
$464K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-5.13K- 60.91% |
$238K - $270K
|
3.29K
$177K
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-4.21K- 26.57% |
$195K - $222K
|
11.6K
$625K
|
|
|
Apr 22, 2025
Q1 2025
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.05K- 5.68% |
$188K - $213K
|
67.4K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.72K- 4.67% |
$173K - $196K
|
76K
$4.08M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-3.51K- 11.41% |
$163K - $185K
|
27.3K
$1.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.42K- 8.24% |
$159K - $180K
|
38.1K
$2.04M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.36K- 2.89% |
$156K - $177K
|
113K
$6.07M
|
|