Purchases and Sales Made in Q1 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q1 2023. 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 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
75.7K+ 30.5% |
$2.3M - $2.55M
|
324K
$16.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
70KNew |
$2.13M - $2.36M
|
70K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
63.3K+ 18.77% |
$1.92M - $2.13M
|
400K
$20.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
44K+ 32.54% |
$1.34M - $1.48M
|
179K
$9.25M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
36.8K+ 52.53% |
$1.12M - $1.24M
|
107K
$5.51M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
36KNew |
$1.09M - $1.21M
|
36K
$1.86M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
33.4KNew |
$1.01M - $1.12M
|
33.4K
$1.72M
|
|
|
Apr 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
30.5K+ 11.58% |
$928K - $1.03M
|
294K
$15.2M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
30.1K+ 35.9% |
$915K - $1.01M
|
114K
$5.89M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
27KNew |
$821K - $910K
|
27K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
26.8KNew |
$813K - $902K
|
26.8K
$1.38M
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
23.7KNew |
$720K - $798K
|
23.7K
$1.22M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
23.6KNew |
$717K - $795K
|
23.6K
$1.22M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.4KNew |
$651K - $722K
|
21.4K
$1.11M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
14.3KNew |
$434K - $481K
|
14.3K
$737K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 13.71% |
$409K - $453K
|
112K
$5.76M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.2K+ 104.11% |
$371K - $411K
|
23.9K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.6KNew |
$351K - $390K
|
11.6K
$597K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
9.26K+ 15.94% |
$281K - $312K
|
67.3K
$3.48M
|
|
|
Apr 18, 2023
Q1 2023
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.09KNew |
$246K - $273K
|
8.09K
$418K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
7.99K+ 43.19% |
$243K - $269K
|
26.5K
$1.37M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
7.95K+ 52.83% |
$241K - $268K
|
23K
$1.19M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
7.57KNew |
$230K - $255K
|
7.57K
$391K
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.31KNew |
$222K - $246K
|
7.31K
$377K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
7.29KNew |
$222K - $246K
|
7.29K
$376K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.26K+ 4.83% |
$221K - $245K
|
157K
$8.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
7.18K+ 1.72% |
$218K - $242K
|
424K
$21.9M
|
|
|
May 01, 2023
Q1 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
7.06K+ 18.95% |
$214K - $238K
|
44.3K
$2.29M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.01K+ 54.72% |
$213K - $236K
|
19.8K
$1.02M
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.94KNew |
$211K - $234K
|
6.94K
$358K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
BUY
|
- |
6.8K+ 37.89% |
$207K - $229K
|
24.8K
$1.28M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6.51K+ 21.89% |
$198K - $219K
|
36.3K
$1.87M
|
|
|
Apr 04, 2023
Q1 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.41KNew |
$195K - $216K
|
6.41K
$331K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
6.35KNew |
$193K - $214K
|
6.35K
$328K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.24KNew |
$190K - $210K
|
6.24K
$322K
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.11KNew |
$186K - $206K
|
6.11K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
6.05KNew |
$184K - $204K
|
6.05K
$312K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.4K+ 64.12% |
$164K - $182K
|
13.8K
$714K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
BUY
|
- |
5.26K+ 0.85% |
$160K - $177K
|
621K
$32.1M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.18K+ 20.31% |
$158K - $175K
|
30.7K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
4.36K+ 34.69% |
$133K - $147K
|
16.9K
$874K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.79K+ 31.15% |
$115K - $128K
|
16K
$824K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.76K+ 7.93% |
$114K - $127K
|
51.1K
$2.64M
|
|
|
May 10, 2023
Q1 2023
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
3.4K+ 31.3% |
$103K - $114K
|
14.2K
$736K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.26KNew |
$99.2K - $110K
|
3.26K
$168K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
3.24K+ 7.49% |
$98.5K - $109K
|
46.5K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.9K+ 6.49% |
$88K - $97.6K
|
47.5K
$2.45M
|
|
|
Apr 26, 2023
Q1 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
2.63K+ 17.02% |
$79.9K - $88.6K
|
18.1K
$933K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.07K+ 4.91% |
$62.8K - $69.7K
|
44.1K
$2.28M
|
|
|
May 01, 2023
Q1 2023
|
F
|
BUY
|
- |
1.9K+ 12.94% |
$57.8K - $64.1K
|
16.6K
$857K
|