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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2023
Q1 2023
|
Dentgroup LLC
|
SELL
|
- |
-296- 2.47% |
$9K - $9.98K
|
11.7K
$609K
|
|
|
Apr 06, 2023
Q1 2023
|
First Community Trust Na
|
SELL
|
- |
-300- 30.93% |
$9.12K - $10.1K
|
670
$34.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-337- 1.93% |
$10.2K - $11.4K
|
17.1K
$893K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
SELL
|
- |
-370- 2.38% |
$11.2K - $12.5K
|
15.2K
$790K
|
|
|
Apr 11, 2023
Q1 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-382- 0.5% |
$11.6K - $12.9K
|
76.2K
$3.97M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-406- 1.48% |
$12.3K - $13.7K
|
26.9K
$1.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-410- 5.17% |
$12.5K - $13.8K
|
7.53K
$392K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
SELL
|
- |
-678- 5.01% |
$20.6K - $22.8K
|
12.9K
$669K
|
|
|
Apr 06, 2023
Q1 2023
|
West Wealth Group, LLC
|
SELL
|
- |
-761- 6.45% |
$23.1K - $25.6K
|
11K
$575K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-811- 1.7% |
$24.6K - $27.3K
|
47K
$2.45M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-895- 4.28% |
$27.2K - $30.2K
|
20K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-905- 1.6% |
$27.5K - $30.5K
|
55.5K
$2.89M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-962- 13.46% |
$29.2K - $32.4K
|
6.19K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.12K- 10.09% |
$34.1K - $37.8K
|
10K
$521K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.2K- 1.07% |
$36.6K - $40.5K
|
112K
$5.81M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.25K- 13.21% |
$38.1K - $42.2K
|
8.23K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-1.27K- 5.93% |
$38.5K - $42.7K
|
20.1K
$1.05M
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.35K- 10.28% |
$41.1K - $45.6K
|
11.8K
$615K
|
|
|
May 15, 2023
Q1 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.37K- 11.21% |
$41.5K - $46K
|
10.8K
$563K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-1.38K- 6.32% |
$41.9K - $46.5K
|
20.4K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.64K- 1.37% |
$49.7K - $55.1K
|
118K
$6.15M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.78K- 48.29% |
$54K - $59.9K
|
1.9K
$99.2K
|
|
|
Apr 07, 2023
Q1 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-2.36K- 9.03% |
$71.8K - $79.6K
|
23.8K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.56K- 1.37% |
$77.8K - $86.2K
|
184K
$9.56M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.57K- 18.62% |
$78K - $86.5K
|
11.2K
$584K
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3K- 12.05% |
$91.1K - $101K
|
21.9K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-3.04K- 18.64% |
$92.3K - $102K
|
13.3K
$690K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.33K- 12.91% |
$101K - $112K
|
22.4K
$1.17M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.75K- 7.54% |
$114K - $126K
|
46K
$2.4M
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.72K- 7.17% |
$143K - $159K
|
61K
$3.18M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.02K- 11.46% |
$183K - $203K
|
46.5K
$2.42M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.16K- 76.04% |
$187K - $207K
|
1.94K
$101K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.48K- 24.87% |
$227K - $252K
|
22.6K
$1.18M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-8.46K- 97.08% |
$257K - $285K
|
254
$13.2K
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-8.7K- 45.25% |
$264K - $293K
|
10.5K
$548K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-12.3K- 4.02% |
$374K - $414K
|
294K
$15.3M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13.4K- 12.06% |
$409K - $453K
|
98.1K
$5.11M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.6K- 27.39% |
$567K - $628K
|
49.4K
$2.57M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-20.4K- 55.79% |
$619K - $686K
|
16.1K
$840K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-28.2K- 5.6% |
$856K - $949K
|
475K
$24.7M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-35.5K- 94.31% |
$1.08M - $1.2M
|
2.14K
$111K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-47.2K- 63.4% |
$1.44M - $1.59M
|
27.3K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-56.2K- 0.87% |
$1.71M - $1.89M
|
6.43M
$335M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-57.6K- 27.9% |
$1.75M - $1.94M
|
149K
$7.75M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-213K- 5.81% |
$6.47M - $7.17M
|
3.45M
$180M
|