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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-3.08K- 12.88% |
$143K - $162K
|
20.8K
$1.12M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-2.7K- 6.78% |
$125K - $142K
|
37.2K
$2M
|
|
|
Apr 29, 2025
Q1 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-2.43K- 3.24% |
$113K - $128K
|
72.7K
$3.9M
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-2.26K- 33.11% |
$105K - $119K
|
4.57K
$245K
|
|
|
May 05, 2025
Q1 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-2.04K- 15.82% |
$94.5K - $107K
|
10.8K
$582K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.89K- 11.37% |
$87.8K - $99.6K
|
14.8K
$792K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.78K- 17.77% |
$82.3K - $93.5K
|
8.21K
$441K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.67K- 2.16% |
$77.4K - $87.8K
|
75.4K
$4.05M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.18K- 21.43% |
$54.7K - $62.1K
|
4.33K
$232K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.17K- 68.66% |
$54.3K - $61.6K
|
534
$28.7K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.03K- 95.12% |
$47.9K - $54.4K
|
53
$2.85K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-996- 33.17% |
$46.2K - $52.4K
|
2.01K
$108K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-941- 3.59% |
$43.6K - $49.5K
|
25.3K
$1.36M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-802- 2.57% |
$37.2K - $42.2K
|
30.4K
$1.63M
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-700- 8.86% |
$32.5K - $36.9K
|
7.2K
$387K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-678- 0.94% |
$31.4K - $35.7K
|
71.5K
$3.84M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-671- 2.15% |
$31.1K - $35.3K
|
30.6K
$1.64M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-596- 5.08% |
$27.6K - $31.4K
|
11.1K
$598K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-559- 5.18% |
$25.9K - $29.4K
|
10.2K
$549K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-469- 7.35% |
$21.8K - $24.7K
|
5.91K
$317K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-459- 9.41% |
$21.3K - $24.2K
|
4.42K
$237K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-436- 6.73% |
$20.2K - $23K
|
6.05K
$325K
|
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-435- 6.38% |
$20.2K - $22.9K
|
6.39K
$343K
|
|
|
Apr 28, 2025
Q1 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-394- 5.81% |
$18.3K - $20.7K
|
6.38K
$343K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-253- 1.39% |
$11.7K - $13.3K
|
17.9K
$961K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-233- 42.75% |
$10.8K - $12.3K
|
312
$16.8K
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-200- 3.68% |
$9.28K - $10.5K
|
5.24K
$281K
|
|
|
Apr 22, 2025
Q1 2025
|
Jb Capital LLC
|
SELL
|
- |
-187- 2.71% |
$8.67K - $9.85K
|
6.7K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-175- 0.56% |
$8.12K - $9.21K
|
31.2K
$1.67M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-140- 8.26% |
$6.49K - $7.37K
|
1.56K
$83.5K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 2.17% |
$4.45K - $5.05K
|
4.33K
$232K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-90- 0.78% |
$4.17K - $4.74K
|
11.5K
$616K
|
|
|
Apr 23, 2025
Q1 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-78- 1.45% |
$3.62K - $4.11K
|
5.31K
$285K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-71- 3.14% |
$3.29K - $3.74K
|
2.19K
$118K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-49- 0.82% |
$2.27K - $2.58K
|
5.9K
$317K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-41- 0.6% |
$1.9K - $2.16K
|
6.74K
$362K
|
|
|
Apr 22, 2025
Q1 2025
|
Valmark Advisers, Inc.
|
SELL
|
- |
-27- 0.35% |
$1.25K - $1.42K
|
7.62K
$409K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-26- 3.17% |
$1.21K - $1.37K
|
795
$42.7K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-20- 15.75% |
$928 - $1.05K
|
107
$5.74K
|
|
| Q4 2024 | |||||||
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.59K- 95.62% |
$222K - $241K
|
210
$11.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.05K- 25.92% |
$196K - $213K
|
11.6K
$621K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.57K- 3.91% |
$125K - $135K
|
63.3K
$3.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
SELL
|
- |
-1.66K- 13.42% |
$80.2K - $87K
|
10.7K
$573K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$632K
|
|
|
Feb 07, 2025
Q4 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-400- 4.8% |
$19.4K - $21K
|
7.94K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-242- 6.59% |
$11.7K - $12.7K
|
3.43K
$184K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 1.52% |
$533 - $578
|
713
$38.3K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.38K- 26.33% |
$147K - $167K
|
9.47K
$508K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.14K- 7.37% |
$49.6K - $56.2K
|
14.3K
$768K
|
|