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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 21.16% |
$311K - $337K
|
23.9K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.97K- 40.51% |
$289K - $314K
|
8.77K
$441K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.59K- 95.62% |
$222K - $241K
|
210
$10.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.3K- 5.68% |
$208K - $226K
|
71.4K
$3.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 17.06% |
$125K - $135K
|
12.5K
$628K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.35K- 16.03% |
$114K - $124K
|
12.3K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.2K- 3.4% |
$106K - $115K
|
62.4K
$3.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.9K- 14.1% |
$92.2K - $100K
|
11.6K
$582K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-1.83K- 9.12% |
$88.4K - $95.9K
|
18.2K
$913K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.65K- 7.36% |
$80.1K - $86.9K
|
20.8K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.07K- 17.93% |
$51.6K - $56K
|
4.88K
$245K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-658- 1.32% |
$31.9K - $34.6K
|
49.1K
$2.47M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-588- 12.0% |
$28.5K - $30.9K
|
4.31K
$217K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$592K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-295- 5.19% |
$14.3K - $15.5K
|
5.39K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 1.52% |
$533 - $578
|
713
$35.8K
|
|
| Q3 2024 | |||||||
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-452K- 77.51% |
$19.7M - $22.3M
|
131K
$6.59M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-168K- 70.56% |
$7.34M - $8.31M
|
70.2K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-29.6K- 23.35% |
$1.29M - $1.46M
|
97.3K
$4.89M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-28.8K- 72.65% |
$1.25M - $1.42M
|
10.8K
$544K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.6K- 4.51% |
$547K - $620K
|
266K
$13.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-8.52K- 41.82% |
$371K - $420K
|
11.9K
$595K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.18K- 8.18% |
$269K - $305K
|
69.4K
$3.48M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 26.33% |
$147K - $167K
|
9.47K
$476K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.39K- 17.45% |
$104K - $118K
|
11.3K
$569K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.51K- 4.62% |
$66K - $74.7K
|
31.3K
$1.57M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.21K- 8.73% |
$52.7K - $59.7K
|
12.7K
$636K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.14K- 16.93% |
$49.8K - $56.4K
|
5.6K
$282K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.37% |
$49.6K - $56.2K
|
14.3K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 8.64% |
$49.6K - $56.2K
|
12K
$605K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.01K- 0.5% |
$43.9K - $49.6K
|
200K
$10M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-997- 1.25% |
$43.5K - $49.2K
|
78.8K
$3.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-955- 7.77% |
$41.6K - $47.1K
|
11.3K
$570K
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-892- 6.62% |
$38.9K - $44K
|
12.6K
$633K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-889- 11.13% |
$38.8K - $43.9K
|
7.1K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-852- 5.87% |
$37.1K - $42K
|
13.7K
$686K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-781- 38.17% |
$34K - $38.5K
|
1.27K
$63.6K
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-749- 0.16% |
$32.6K - $37K
|
476K
$23.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-653- 2.83% |
$28.5K - $32.2K
|
22.4K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-599- 3.49% |
$26.1K - $29.6K
|
16.5K
$831K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
SELL
|
- |
-440- 2.61% |
$19.2K - $21.7K
|
16.4K
$824K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-296- 10.49% |
$12.9K - $14.6K
|
2.53K
$127K
|
|
|
Oct 16, 2024
Q3 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-187- 0.65% |
$8.15K - $9.23K
|
28.7K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-141- 0.69% |
$6.15K - $6.96K
|
20.2K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-65- 0.34% |
$2.83K - $3.21K
|
18.9K
$950K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-64- 0.36% |
$2.79K - $3.16K
|
17.7K
$891K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-29- 0.83% |
$1.26K - $1.43K
|
3.47K
$174K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-29- 0.57% |
$1.26K - $1.43K
|
5.07K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-27- 0.22% |
$1.18K - $1.33K
|
12.4K
$622K
|
|