Purchases and Sales Made in Q1 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q1 2024. 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 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
78+ 0.41% |
$3.03K - $3.53K
|
19.2K
$984K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
70New |
$2.72K - $3.17K
|
70
$3.59K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43+ 0.04% |
$1.67K - $1.94K
|
121K
$6.17M
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
20+ 1.14% |
$776 - $905
|
1.77K
$90.7K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
13+ 0.25% |
$505 - $588
|
5.24K
$268K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
11+ 2.78% |
$427 - $498
|
407
$20.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3+ 0.01% |
$116 - $136
|
20.3K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Aufman Associates Inc
Sewickley, PA |
SELL
|
- |
-5- 0.04% |
$194 - $226
|
13.5K
$694K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-7- 0.33% |
$272 - $317
|
2.11K
$108K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-18- 4.55% |
$699 - $814
|
378
$19.4K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-18- 0.93% |
$699 - $814
|
1.92K
$98.4K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-24- 0.21% |
$931 - $1.09K
|
11.5K
$587K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 0.4% |
$1.05K - $1.22K
|
6.7K
$343K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-27- 0.14% |
$1.05K - $1.22K
|
20K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-45- 0.4% |
$1.75K - $2.04K
|
11.1K
$571K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-51- 3.51% |
$1.98K - $2.31K
|
1.4K
$71.7K
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-57- 0.25% |
$2.21K - $2.58K
|
23K
$1.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-70- 3.53% |
$2.72K - $3.17K
|
1.91K
$98K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-105- 2.33% |
$4.08K - $4.75K
|
4.4K
$225K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-116- 1.14% |
$4.5K - $5.25K
|
10K
$515K
|
|
|
May 08, 2024
Q1 2024
|
West Wealth Group, LLC
|
SELL
|
- |
-172- 1.46% |
$6.68K - $7.78K
|
11.6K
$596K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-184- 3.29% |
$7.14K - $8.32K
|
5.4K
$277K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-238- 0.72% |
$9.24K - $10.8K
|
32.9K
$1.68M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-248- 4.83% |
$9.62K - $11.2K
|
4.89K
$250K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-251- 4.8% |
$9.74K - $11.4K
|
4.98K
$255K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-253- 6.86% |
$9.82K - $11.4K
|
3.43K
$176K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-263- 7.33% |
$10.2K - $11.9K
|
3.33K
$170K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-263- 5.11% |
$10.2K - $11.9K
|
4.89K
$250K
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-295- 64.55% |
$11.4K - $13.3K
|
162
$8.3K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-322- 1.7% |
$12.5K - $14.6K
|
18.6K
$951K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-341- 6.29% |
$13.2K - $15.4K
|
5.08K
$260K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-435- 3.89% |
$16.9K - $19.7K
|
10.8K
$551K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-488- 8.99% |
$18.9K - $22.1K
|
4.94K
$253K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-493- 4.21% |
$19.1K - $22.3K
|
11.2K
$575K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-527- 2.14% |
$20.5K - $23.8K
|
24.1K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-530- 7.21% |
$20.6K - $24K
|
6.82K
$349K
|
|
|
Apr 17, 2024
Q1 2024
|
Skyline Advisors, Inc.
Bellingham, WA |
SELL
|
- |
-543- 1.83% |
$21.1K - $24.6K
|
29.1K
$1.49M
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-550- 8.77% |
$21.3K - $24.9K
|
5.72K
$293K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-576- 1.21% |
$22.4K - $26.1K
|
47.2K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-634- 9.51% |
$24.6K - $28.7K
|
6.03K
$309K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-644- 9.56% |
$25K - $29.1K
|
6.09K
$312K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-654- 10.44% |
$25.4K - $29.6K
|
5.61K
$288K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-674- 6.69% |
$26.2K - $30.5K
|
9.4K
$481K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-787- 5.27% |
$30.5K - $35.6K
|
14.2K
$725K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-841- 4.96% |
$32.6K - $38K
|
16.1K
$826K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-911- 5.47% |
$35.4K - $41.2K
|
15.8K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-942- 9.7% |
$36.6K - $42.6K
|
8.77K
$449K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-975- 10.28% |
$37.8K - $44.1K
|
8.51K
$436K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1K- 11.71% |
$38.9K - $45.4K
|
7.56K
$387K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.11K- 6.7% |
$43.2K - $50.3K
|
15.5K
$793K
|