Purchases and Sales Made in Q2 2021 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2021
Q2 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
863K+ 32.76% |
$29M - $31.4M
|
3.5M
$179M
|
|
|
Aug 09, 2021
Q2 2021
|
Spinnaker Trust
|
BUY
|
- |
148KNew |
$4.98M - $5.39M
|
148K
$7.6M
|
|
|
Aug 02, 2021
Q2 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
70.3K+ 25.97% |
$2.36M - $2.55M
|
341K
$17.5M
|
|
|
Jul 17, 2024
Q2 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
62.9K+ 28979.26% |
$2.11M - $2.28M
|
63.1K
$3.23M
|
|
|
Aug 13, 2021
Q2 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
61.7K+ 50.18% |
$2.07M - $2.24M
|
185K
$9.47M
|
|
|
Aug 05, 2021
Q2 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
52K+ 34.91% |
$1.74M - $1.89M
|
201K
$10.3M
|
|
|
Aug 10, 2021
Q2 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
38.4K+ 421.96% |
$1.29M - $1.39M
|
47.5K
$2.43M
|
|
|
Aug 11, 2021
Q2 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
37.9KNew |
$1.27M - $1.38M
|
37.9K
$1.94M
|
|
|
Aug 13, 2021
Q2 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
28.8K+ 24.85% |
$965K - $1.04M
|
144K
$7.41M
|
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
24.1KNew |
$808K - $874K
|
24.1K
$1.23M
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
BUY
|
- |
22.5KNew |
$756K - $819K
|
22.5K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.3KNew |
$747K - $809K
|
22.3K
$1.14M
|
|
|
Aug 16, 2021
Q2 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
20.5K+ 36.67% |
$688K - $745K
|
76.4K
$3.92M
|
|
|
Aug 13, 2021
Q2 2021
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
17.7KNew |
$595K - $644K
|
17.7K
$909K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.6K+ 48.24% |
$559K - $605K
|
51.1K
$2.62M
|
|
|
Aug 24, 2021
Q2 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
15.4KNew |
$518K - $561K
|
15.4K
$791K
|
|
|
Aug 11, 2021
Q2 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
15.1K+ 202.41% |
$508K - $550K
|
22.6K
$1.16M
|
|
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.1K+ 6678.76% |
$507K - $548K
|
15.3K
$785K
|
|
|
Aug 09, 2021
Q2 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
14.9KNew |
$501K - $542K
|
14.9K
$765K
|
|
|
Aug 16, 2021
Q2 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
14.9K+ 219.75% |
$499K - $540K
|
21.6K
$1.11M
|
|
|
Sep 24, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13.9KNew |
$467K - $505K
|
13.9K
$713K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.5K+ 147.29% |
$452K - $489K
|
22.6K
$1.16M
|
|
|
Jul 22, 2021
Q2 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
13.2KNew |
$444K - $480K
|
13.2K
$678K
|
|
|
Jul 28, 2021
Q2 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.2KNew |
$442K - $478K
|
13.2K
$674K
|
|
|
Aug 10, 2021
Q2 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
12.9KNew |
$433K - $469K
|
12.9K
$661K
|
|
|
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
11.7KNew |
$391K - $424K
|
11.7K
$597K
|
|
|
Aug 16, 2021
Q2 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
11.3KNew |
$380K - $412K
|
11.3K
$581K
|
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.4K+ 24.54% |
$349K - $377K
|
52.7K
$2.7M
|
|
|
Jul 21, 2021
Q2 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
9.76KNew |
$328K - $355K
|
9.76K
$500K
|
|
|
Aug 13, 2021
Q2 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.26KNew |
$311K - $336K
|
9.26K
$474K
|
|
|
Aug 13, 2021
Q2 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.32KNew |
$279K - $302K
|
8.32K
$426K
|
|
|
Jul 29, 2021
Q2 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
7.58KNew |
$254K - $275K
|
7.58K
$388K
|
|
|
Aug 10, 2021
Q2 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
7.51KNew |
$252K - $273K
|
7.51K
$385K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.19KNew |
$241K - $261K
|
7.19K
$368K
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
6.88KNew |
$231K - $250K
|
6.88K
$353K
|
|
|
Aug 09, 2021
Q2 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
6.6K+ 16.83% |
$221K - $240K
|
45.8K
$2.35M
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.46KNew |
$217K - $235K
|
6.46K
$331K
|
|
|
Aug 10, 2021
Q2 2021
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
5.83KNew |
$196K - $212K
|
5.83K
$299K
|
|
|
Jul 20, 2021
Q2 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
4.86K+ 13.34% |
$163K - $176K
|
41.2K
$2.11M
|
|
|
Aug 12, 2021
Q2 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
4.83KNew |
$162K - $175K
|
4.83K
$247K
|
|
|
Aug 16, 2021
Q2 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
4.4K+ 14.65% |
$148K - $160K
|
34.4K
$1.76M
|
|
|
Jul 30, 2021
Q2 2021
|
Accredited Investors Inc.
|
BUY
|
- |
3.64K+ 15.56% |
$122K - $132K
|
27.1K
$1.39M
|
|
|
Aug 10, 2021
Q2 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.94K+ 19.84% |
$98.5K - $107K
|
17.7K
$909K
|
|
|
Aug 12, 2021
Q2 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.9K+ 38.47% |
$97.2K - $105K
|
10.4K
$534K
|
|
|
Aug 03, 2021
Q2 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
2.82K+ 23.66% |
$94.5K - $102K
|
14.7K
$754K
|
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.18K+ 16.08% |
$73.1K - $79.2K
|
15.7K
$806K
|
|
|
Jan 08, 2024
Q2 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.96K+ 9.13% |
$65.6K - $71.1K
|
23.4K
$1.2M
|
|
|
Sep 13, 2021
Q2 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.66KNew |
$55.7K - $60.3K
|
1.66K
$85K
|
|
|
Jul 28, 2021
Q2 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
1.6K+ 32.15% |
$53.8K - $58.3K
|
6.59K
$338K
|
|
|
Jul 26, 2021
Q2 2021
|
Private Capital Group, LLC
|
BUY
|
- |
1.49K+ 97.32% |
$50K - $54.1K
|
3.02K
$155K
|