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
May 04, 2022 Q1 2022
Absolute Capital Management, LLC

SELL
 -
-575
Closed
$18.9K - $22.6K
0 $0
Apr 29, 2022 Q1 2022
Mcdonald Partners LLC

SELL
 -
-575
Closed
$18.9K - $22.6K
0 $0
Apr 20, 2022 Q1 2022
Leverty Financial Group, LLC

SELL
 -
-666
Closed
$21.9K - $26.1K
0 $0
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-796
- 6.99%
$26.2K - $31.2K
10.6K $552K
May 10, 2022 Q1 2022
Wrapmanager Inc

SELL
 -
-806
- 5.2%
$26.5K - $31.6K
14.7K $766K
May 16, 2022 Q1 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
SELL
 -
-817
- 10.94%
$26.9K - $32.1K
6.65K $346K
May 10, 2022 Q1 2022
Pecaut & Co.

SELL
 -
-836
- 38.58%
$27.5K - $32.8K
1.33K $69.3K
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-851
- 2.26%
$28K - $33.4K
36.8K $1.91M
May 11, 2022 Q1 2022
Ashfield Capital Partners, LLC

SELL
 -
-1.13K
- 2.04%
$37.3K - $44.5K
54.5K $2.84M
May 16, 2022 Q1 2022
Goodwin Investment Advisory

Woodstock, GA
SELL
 -
-1.23K
- 4.21%
$40.6K - $48.4K
28.1K $1.46M
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
SELL
 -
-2.46K
- 87.11%
$80.9K - $96.6K
364 $19K
May 11, 2022 Q1 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
SELL
 -
-2.5K
- 7.75%
$82K - $97.9K
29.7K $1.55M
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-2.89K
Closed
$95K - $113K
0 $0
Apr 07, 2022 Q1 2022
Diversified Trust CO

SELL
 -
-3.15K
- 8.62%
$104K - $124K
33.4K $1.74M
May 12, 2022 Q1 2022
Cambridge Investment Research Advisors, Inc.

SELL
 -
-3.38K
- 8.08%
$111K - $133K
38.4K $2M
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

SELL
 -
-3.6K
- 9.71%
$118K - $141K
33.5K $1.74M
May 10, 2022 Q1 2022
Ascent Group, LLC

SELL
 -
-3.72K
- 22.22%
$122K - $146K
13K $678K
May 09, 2022 Q1 2022
Dentgroup LLC

SELL
 -
-4.26K
- 19.23%
$140K - $167K
17.9K $931K
May 10, 2022 Q1 2022
Mai Capital Management

SELL
 -
-4.31K
- 33.94%
$142K - $169K
8.39K $437K
Mar 21, 2023 Q1 2022
American Portfolios Advisors

Holbrook, NY
SELL
 -
-4.72K
- 53.93%
$155K - $185K
4.03K $210K
May 16, 2022 Q1 2022
High Falls Advisors, Inc

Rochester, NY
SELL
 -
-5.18K
Closed
$170K - $203K
0 $0
May 20, 2022 Q1 2022
Van Hulzen Asset Management, LLC

SELL
 -
-5.32K
- 30.86%
$175K - $209K
11.9K $621K
May 03, 2022 Q1 2022
Firethorn Wealth Partners, LLC

SELL
 -
-5.68K
Closed
$187K - $223K
0 $0
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-6.46K
Closed
$212K - $254K
0 $0
May 10, 2022 Q1 2022
Wealth Alliance

Mellville, NY
SELL
 -
-8.64K
- 24.46%
$284K - $339K
26.7K $1.39M
May 09, 2022 Q1 2022
Lincoln National Corp

SELL
 -
-12.9K
Closed
$425K - $508K
0 $0
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-15.5K
Closed
$511K - $610K
0 $0
Apr 21, 2022 Q1 2022
Retirement Capital Strategies

SELL
 -
-17.9K
Closed
$587K - $701K
0 $0
May 10, 2022 Q1 2022
First Horizon Advisors, Inc.

SELL
 -
-23.2K
Closed
$761K - $909K
0 $0
Apr 04, 2022 Q1 2022
Impac Tfolio, LLC

SELL
 -
-32.7K
Closed
$1.08M - $1.29M
0 $0
Apr 25, 2022 Q1 2022
Capital Cs Group, LLC

SELL
 -
-37.2K
Closed
$1.22M - $1.46M
0 $0

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