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 13, 2021
Q2 2021
|
Ubs Group Ag
|
BUY
|
- |
1.48KNew |
$49.6K - $53.7K
|
1.48K
$75.8K
|
|
|
Aug 09, 2021
Q2 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.22K+ 41.48% |
$40.8K - $44.1K
|
4.14K
$212K
|
|
|
Jul 27, 2021
Q2 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
1.16K+ 19.53% |
$38.8K - $42K
|
7.07K
$362K
|
|
|
Dec 19, 2023
Q2 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.1K+ 71.9% |
$36.9K - $40K
|
2.63K
$135K
|
|
|
Jul 28, 2021
Q2 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
777+ 3.89% |
$26.1K - $28.2K
|
20.7K
$1.06M
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
768New |
$25.8K - $27.9K
|
768
$39.4K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
745+ 2.88% |
$25K - $27.1K
|
26.6K
$1.36M
|
|
|
Jul 27, 2021
Q2 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
499+ 9.9% |
$16.7K - $18.1K
|
5.54K
$284K
|
|
|
Aug 16, 2021
Q2 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
386+ 186.47% |
$13K - $14K
|
593
$30.4K
|
|
|
Aug 06, 2021
Q2 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
200+ 1.92% |
$6.71K - $7.27K
|
10.6K
$543K
|
|
|
Jul 06, 2021
Q2 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
174+ 46.77% |
$5.84K - $6.32K
|
546
$28K
|
|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
160New |
$5.37K - $5.81K
|
160
$8.2K
|
|
|
May 15, 2024
Q2 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
156+ 90.17% |
$5.24K - $5.67K
|
329
$16.9K
|
|
|
Aug 10, 2021
Q2 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
101+ 0.63% |
$3.39K - $3.67K
|
16.2K
$833K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-32- 1.83% |
$1.07K - $1.16K
|
1.72K
$87.9K
|
|
|
Aug 16, 2021
Q2 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-63Closed |
$2.11K - $2.29K
|
0
$0
|
|
|
Jul 13, 2021
Q2 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-325Closed |
$10.9K - $11.8K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-653- 9.05% |
$21.9K - $23.7K
|
6.56K
$336K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-775Closed |
$26K - $28.2K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6.69K- 97.24% |
$225K - $243K
|
190
$9.74K
|
|
|
Aug 03, 2021
Q2 2021
|
Tru Independence LLC
|
SELL
|
- |
-6.98KClosed |
$234K - $254K
|
0
$0
|
|
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.06K- 92.09% |
$270K - $293K
|
692
$35.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.26KClosed |
$311K - $336K
|
0
$0
|
|
|
Aug 19, 2021
Q2 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.4KClosed |
$651K - $704K
|
0
$0
|
|
|
Aug 30, 2024
Q2 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-230K- 99.95% |
$7.71M - $8.34M
|
125
$6.41K
|