Purchases and Sales Made in Q1 2022 in Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ESG ADVANCED MSCI USA .

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 27, 2022 Q1 2022
Horst & Graben Wealth Management LLC

BUY
 -
3.15K
+ 4.57%
$104K - $124K
72.1K $3.76M
May 13, 2022 Q1 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.05K
+ 18.69%
$100K - $120K
19.3K $1.01M
Apr 26, 2022 Q1 2022
Stratos Wealth Advisors, LLC

BUY
 -
3.03K
+ 36.38%
$99.6K - $119K
11.4K $591K
May 05, 2022 Q1 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.01K
+ 11.68%
$98.9K - $118K
28.8K $1.5M
May 13, 2022 Q1 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
2.75K
+ 39.77%
$90.4K - $108K
9.66K $503K
May 11, 2022 Q1 2022
Raymond James & Associates

St Petersburg, FL
BUY
 -
2.63K
+ 13.94%
$86.5K - $103K
21.5K $1.12M
May 04, 2022 Q1 2022
Aptus Capital Advisors, LLC

BUY
 -
2.58K
+ 49.0%
$84.7K - $101K
7.83K $408K
May 11, 2022 Q1 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
2.49K
+ 45.66%
$81.9K - $97.8K
7.95K $414K
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
BUY
 -
2.47K
+ 39.9%
$81.2K - $96.9K
8.66K $451K
May 13, 2022 Q1 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
2.39K
+ 24.22%
$78.5K - $93.7K
12.2K $637K
Apr 22, 2022 Q1 2022
F

BUY
 -
2.05K
+ 37.81%
$67.3K - $80.3K
7.46K $388K
Apr 28, 2022 Q1 2022
Crew Capital Management, Ltd.

BUY
 -
2.05K
+ 37.81%
$67.3K - $80.3K
7.46K $388K
Apr 14, 2022 Q1 2022
Advisor Net Financial, Inc

BUY
 -
1.94K
+ 257.85%
$63.8K - $76.1K
2.69K $140K
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
1.9K
+ 7.52%
$62.4K - $74.5K
27.1K $1.41M
May 09, 2022 Q1 2022
Northwestern Mutual Wealth Management CO

BUY
 -
1.59K
+ 1003.16%
$52.1K - $62.2K
1.74K $90.8K
Apr 26, 2022 Q1 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
1.37K
New
$45K - $53.8K
1.37K $71.3K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
1.21K
+ 10.61%
$39.7K - $47.3K
12.6K $655K
Apr 29, 2022 Q1 2022
Clearview Wealth Advisors LLC

BUY
 -
1.17K
+ 667.43%
$38.4K - $45.8K
1.34K $69.9K
May 10, 2022 Q1 2022
Tcwp LLC

Tampa, FL
BUY
 -
1.13K
+ 5.47%
$37.2K - $44.4K
21.8K $1.14M
May 09, 2022 Q1 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1K
+ 3.68%
$32.9K - $39.3K
28.2K $1.47M
Nov 13, 2023 Q1 2022
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
1K
+ 3.34%
$32.9K - $39.3K
30.9K $1.61M
Apr 27, 2022 Q1 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
937
+ 13.89%
$30.8K - $36.8K
7.68K $400K
Aug 12, 2022 Q1 2022
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
666
+ 2.84%
$21.9K - $26.1K
24.1K $1.26M
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
536
New
$17.6K - $21K
536 $27.9K
Apr 15, 2022 Q1 2022
Creative Financial Designs Inc

BUY
 -
490
+ 4.5%
$16.1K - $19.2K
11.4K $592K
May 12, 2022 Q1 2022
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
371
New
$12.2K - $14.6K
371 $19.3K
Apr 18, 2022 Q1 2022
Spectrum Planning & Advisory Services Inc.

BUY
 -
318
+ 3.69%
$10.5K - $12.5K
8.94K $466K
May 23, 2022 Q1 2022
Advisory Services Network, LLC

BUY
 -
291
+ 3.68%
$9.57K - $11.4K
8.21K $428K
May 16, 2022 Q1 2022
Betterment LLC

New York, NY
BUY
 -
185
+ 1.46%
$6.08K - $7.26K
12.8K $667K
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

BUY
 -
182
+ 2.14%
$5.98K - $7.14K
8.69K $452K
May 13, 2022 Q1 2022
Money Concepts Capital Corp

BUY
 -
176
New
$5.79K - $6.91K
176 $9.17K
May 06, 2022 Q1 2022
Tortoise Investment Management, LLC

BUY
 -
115
+ 5.82%
$3.78K - $4.51K
2.09K $109K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
62
+ 0.83%
$2.04K - $2.43K
7.5K $391K
Apr 18, 2022 Q1 2022
Spire Wealth Management

BUY
 -
36
New
$1.18K - $1.41K
36 $1.87K
May 15, 2024 Q1 2022
Global Financial Private Client, LLC

Sarasota, FL
BUY
 -
30
+ 6.32%
$986 - $1.18K
505 $26.3K
Apr 21, 2022 Q1 2022
Cwm, LLC

BUY
 -
15
+ 0.23%
$493 - $589
6.65K $346K
Apr 22, 2022 Q1 2022
Danda Trouve Investment Management, Inc.

BUY
 -
14
+ 7.82%
$460 - $550
193 $10.1K
Apr 21, 2022 Q1 2022
Private Capital Group, LLC

BUY
 -
8
+ 0.21%
$263 - $314
3.82K $199K
May 05, 2022 Q1 2022
Financial Architects, Inc

Marlton, NJ
BUY
 -
3
+ 0.05%
$98.6 - $118
6.59K $343K
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jul 17, 2024 Q1 2022
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-1
- 0.28%
$32.9 - $39.3
360 $18.7K
May 05, 2022 Q1 2022
Uma Financial Services, Inc.

SELL
 -
-47
- 0.36%
$1.55K - $1.84K
12.9K $670K
May 16, 2022 Q1 2022
Ubs Group Ag

SELL
 -
-82
- 3.7%
$2.7K - $3.22K
2.13K $111K
May 06, 2022 Q1 2022
Retirement Planning CO Of New England, Inc.

Warwick, RI
SELL
 -
-150
Closed
$4.93K - $5.89K
0 $0
Apr 26, 2022 Q1 2022
Newbridge Financial Services Group, Inc.

SELL
 -
-178
Closed
$5.85K - $6.99K
0 $0
May 25, 2022 Q1 2022
Ever Source Wealth Advisors, LLC

SELL
 -
-213
- 2.0%
$7K - $8.36K
10.4K $543K
May 13, 2022 Q1 2022
Signet Financial Management, LLC

Parsippany, NJ
SELL
 -
-300
Closed
$9.86K - $11.8K
0 $0
May 11, 2022 Q1 2022
Front Row Advisors LLC

Tiburon, CA
SELL
 -
-330
Closed
$10.9K - $13K
0 $0
May 26, 2022 Q1 2022
Gradient Investments LLC

SELL
 -
-539
Closed
$17.7K - $21.2K
0 $0

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