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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-31K- 34.32% |
$1.5M - $1.63M
|
59.4K
$2.82M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.8K- 6.98% |
$1.01M - $1.09M
|
277K
$13.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-16K- 8.02% |
$776K - $842K
|
184K
$8.71M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-13.2K- 53.03% |
$642K - $696K
|
11.7K
$556K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-12.6K- 41.99% |
$609K - $661K
|
17.4K
$824K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 21.16% |
$311K - $337K
|
23.9K
$1.13M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.97K- 40.51% |
$289K - $314K
|
8.77K
$416K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.59K- 95.62% |
$222K - $241K
|
210
$9.96K
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.3K- 5.68% |
$208K - $226K
|
71.4K
$3.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 25.92% |
$196K - $213K
|
11.6K
$549K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-3.62K- 21.88% |
$175K - $190K
|
12.9K
$613K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.02K- 23.44% |
$146K - $159K
|
9.85K
$467K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-2.7K- 2.06% |
$131K - $142K
|
129K
$6.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.57K- 3.91% |
$125K - $135K
|
63.3K
$3M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 17.06% |
$125K - $135K
|
12.5K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.35K- 16.03% |
$114K - $124K
|
12.3K
$585K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.23K- 5.88% |
$108K - $117K
|
35.7K
$1.69M
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.2K- 3.4% |
$106K - $115K
|
62.4K
$2.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.9K- 14.1% |
$92.2K - $100K
|
11.6K
$549K
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-1.83K- 9.12% |
$88.4K - $95.9K
|
18.2K
$862K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.8K- 17.21% |
$87.1K - $94.5K
|
8.65K
$410K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-1.72K- 10.49% |
$83.3K - $90.4K
|
14.7K
$696K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.7K- 13.49% |
$82.4K - $89.4K
|
10.9K
$517K
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.66K- 13.42% |
$80.2K - $87K
|
10.7K
$507K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.65K- 7.36% |
$80.1K - $86.9K
|
20.8K
$987K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.51K- 1.14% |
$73.3K - $79.5K
|
131K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-1.35K- 21.38% |
$65.5K - $71.1K
|
4.97K
$236K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.07K- 17.93% |
$51.6K - $56K
|
4.88K
$231K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-736- 10.79% |
$35.7K - $38.7K
|
6.09K
$289K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-658- 1.32% |
$31.9K - $34.6K
|
49.1K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-626- 5.05% |
$30.3K - $32.9K
|
11.8K
$558K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-588- 12.0% |
$28.5K - $30.9K
|
4.31K
$205K
|
|
|
Feb 13, 2025
Q4 2024
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-500- 1.38% |
$24.2K - $26.3K
|
35.8K
$1.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$559K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-452- 2.31% |
$21.9K - $23.8K
|
19.1K
$908K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-421- 7.1% |
$20.4K - $22.1K
|
5.51K
$261K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 4.8% |
$19.4K - $21K
|
7.94K
$377K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-390- 2.4% |
$18.9K - $20.5K
|
15.8K
$751K
|
|
|
Feb 14, 2025
Q4 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-335- 4.12% |
$16.2K - $17.6K
|
7.8K
$370K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-328- 23.2% |
$15.9K - $17.2K
|
1.09K
$51.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-315- 4.55% |
$15.3K - $16.6K
|
6.62K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-295- 5.19% |
$14.3K - $15.5K
|
5.39K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-263- 10.41% |
$12.7K - $13.8K
|
2.26K
$107K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-242- 6.59% |
$11.7K - $12.7K
|
3.43K
$163K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-214- 2.27% |
$10.4K - $11.2K
|
9.21K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-193- 0.2% |
$9.35K - $10.1K
|
97.1K
$4.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-129- 1.87% |
$6.25K - $6.78K
|
6.76K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-40- 0.37% |
$1.94K - $2.1K
|
10.8K
$512K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 1.52% |
$533 - $578
|
713
$33.8K
|