Purchases and Sales Made in Q1 2023 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 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
Apr 17, 2023 Q1 2023
Crew Capital Management, Ltd.

BUY
 -
1.9K
+ 12.94%
$57.8K - $64.1K
16.6K $864K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
1.58K
+ 16.07%
$48.1K - $53.3K
11.4K $595K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
1.51K
New
$45.9K - $50.9K
1.51K $78.7K
May 09, 2023 Q1 2023
Tortoise Investment Management, LLC

BUY
 -
1.5K
+ 28.52%
$45.6K - $50.6K
6.76K $352K
Apr 27, 2023 Q1 2023
Comerica Securities,Inc.

BUY
 -
1.34K
+ 17.05%
$40.6K - $45.1K
9.18K $478K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
1.28K
+ 2.4%
$38.8K - $43K
54.4K $2.84M
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.11K
New
$33.8K - $37.5K
1.11K $58K
Apr 20, 2023 Q1 2023
Walkner Condon Financial Advisors LLC

BUY
 -
1.06K
+ 1.21%
$32.1K - $35.6K
88.7K $4.62M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
1.04K
+ 4.45%
$31.6K - $35K
24.4K $1.27M
May 15, 2023 Q1 2023
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
1.03K
New
$31.4K - $34.8K
1.03K $53.9K
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
812
+ 16.14%
$24.7K - $27.4K
5.84K $304K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
758
New
$23K - $25.5K
758 $39.5K
May 15, 2023 Q1 2023
Wealthsource Partners, LLC

BUY
 -
525
+ 0.95%
$16K - $17.7K
55.5K $2.89M
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
383
+ 6.61%
$11.6K - $12.9K
6.18K $322K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
280
+ 145.83%
$8.51K - $9.44K
472 $24.6K
May 13, 2024 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
269
+ 1.7%
$8.17K - $9.07K
16.1K $840K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
229
+ 0.86%
$6.96K - $7.72K
26.8K $1.39M
Apr 18, 2023 Q1 2023
Sharkey, Howes & Javer

BUY
 -
176
+ 0.13%
$5.35K - $5.93K
131K $6.84M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
153
+ 3.75%
$4.65K - $5.16K
4.23K $220K
Apr 20, 2023 Q1 2023
Uma Financial Services, Inc.

BUY
 -
132
+ 1.07%
$4.01K - $4.45K
12.4K $648K
May 11, 2023 Q1 2023
Cerity Partners LLC

New York, NY
BUY
 -
125
+ 0.29%
$3.8K - $4.21K
42.9K $2.23M
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
113
+ 16.89%
$3.43K - $3.81K
782 $40.7K
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
110
+ 0.47%
$3.34K - $3.71K
23.7K $1.23M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
110
New
$3.34K - $3.71K
110 $5.73K
Jul 17, 2024 Q1 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
94
+ 30.62%
$2.86K - $3.17K
401 $20.9K
May 15, 2023 Q1 2023
Orion Portfolio Solutions, LLC

BUY
 -
85
+ 0.47%
$2.58K - $2.86K
18.3K $952K
May 01, 2023 Q1 2023
Rkl Wealth Management LLC

BUY
 -
66
+ 0.31%
$2.01K - $2.22K
21.1K $1.1M
May 15, 2023 Q1 2023
Northwestern Mutual Wealth Management CO

BUY
 -
46
+ 0.25%
$1.4K - $1.55K
18.6K $966K
May 16, 2023 Q1 2023
Milestone Investment Advisors LLC

Middleton, WI
BUY
 -
38
+ 1.31%
$1.15K - $1.28K
2.94K $153K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
19
+ 105.56%
$577 - $640
37 $1.93K
Apr 12, 2023 Q1 2023
Clearview Wealth Advisors LLC

BUY
 -
11
+ 1.97%
$334 - $371
569 $29.6K
Apr 17, 2023 Q1 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
4
+ 0.02%
$122 - $135
20.4K $1.06M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
SELL
 -
-2
- 0.01%
$60.8 - $67.4
21.2K $1.11M
May 03, 2023 Q1 2023
Aspire Private Capital, LLC

SELL
 -
-14
- 3.09%
$425 - $472
439 $22.9K
May 30, 2023 Q1 2023
Aspire Private Capital, LLC

SELL
 -
-14
- 3.09%
$425 - $472
439 $22.9K
Apr 26, 2023 Q1 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-32
- 0.66%
$972 - $1.08K
4.81K $250K
May 11, 2023 Q1 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-46
- 2.08%
$1.4K - $1.55K
2.17K $113K
May 15, 2023 Q1 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-73
- 4.09%
$2.22K - $2.46K
1.71K $89.2K
May 08, 2023 Q1 2023
Verity Wealth Advisors

SELL
 -
-91
- 0.57%
$2.77K - $3.07K
15.8K $820K
May 09, 2023 Q1 2023
Wedbush Securities Inc

SELL
 -
-98
- 1.46%
$2.98K - $3.3K
6.61K $344K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

SELL
 -
-106
- 6.86%
$3.22K - $3.57K
1.44K $75K
May 15, 2023 Q1 2023
Hoxton Planning & Management, LLC

Shepherdstown, WV
SELL
 -
-143
- 0.77%
$4.35K - $4.82K
18.3K $954K
Apr 28, 2023 Q1 2023
Van Hulzen Asset Management, LLC

SELL
 -
-200
- 1.78%
$6.08K - $6.74K
11K $575K
May 08, 2023 Q1 2023
Buttonwood Financial Group, LLC

SELL
 -
-214
- 2.76%
$6.5K - $7.21K
7.55K $393K
Apr 28, 2023 Q1 2023
Horst & Graben Wealth Management LLC

SELL
 -
-215
- 0.31%
$6.53K - $7.25K
69.7K $3.63M
Jun 13, 2024 Q1 2023
Bank Of Montreal

Toronto, A6
SELL
 -
-218
- 20.92%
$6.63K - $7.35K
824 $42.9K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-222
- 2.12%
$6.75K - $7.48K
10.2K $533K
Apr 20, 2023 Q1 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-224
- 1.26%
$6.81K - $7.55K
17.6K $917K
May 05, 2023 Q1 2023
Financial Connections Group, Inc.

SELL
 -
-269
- 0.2%
$8.17K - $9.07K
133K $6.93M

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