Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
BUY
 -
247K
+ 7.32%
$7.07M - $8.93M
3.62M $188M
Aug 10, 2022 Q2 2022
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
42.4K
+ 25.06%
$1.21M - $1.53M
211K $11M
Aug 11, 2022 Q2 2022
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
37.3K
+ 78.33%
$1.07M - $1.35M
84.9K $4.42M
Jul 12, 2022 Q2 2022
Verity Wealth Advisors

BUY
 -
25.2K
New
$721K - $910K
25.2K $1.31M
Aug 02, 2022 Q2 2022
First Horizon Advisors, Inc.

BUY
 -
24.5K
New
$701K - $885K
24.5K $1.28M
Jul 22, 2022 Q2 2022
Financial Connections Group, Inc.

BUY
 -
22.3K
+ 16.15%
$637K - $804K
160K $8.33M
Aug 15, 2022 Q2 2022
Goldman Sachs Group Inc

New York, NY
BUY
 -
22.2K
+ 44.48%
$637K - $804K
72.2K $3.76M
Aug 15, 2022 Q2 2022
Bank Of New York Mellon Corp

New York, NY
BUY
 -
19.2K
+ 241.96%
$550K - $695K
27.2K $1.42M
Aug 03, 2022 Q2 2022
Assetmark, Inc

BUY
 -
17.7K
New
$507K - $640K
17.7K $921K
Aug 04, 2022 Q2 2022
Northwestern Mutual Wealth Management CO

BUY
 -
16.2K
+ 930.29%
$464K - $586K
18K $935K
Jul 13, 2022 Q2 2022
Allworth Financial LP

BUY
 -
13.9K
+ 16.93%
$399K - $504K
96.3K $5.02M
Aug 12, 2022 Q2 2022
55 I, LLC

Boston, MA
BUY
 -
11.9K
+ 3.12%
$340K - $429K
393K $20.5M
Aug 05, 2022 Q2 2022
Wade Financial Advisory, Inc

BUY
 -
11.8K
New
$339K - $428K
11.8K $617K
Aug 15, 2022 Q2 2022
Royal Bank Of Canada

Toronto, A6
BUY
 -
11.6K
+ 20.96%
$332K - $419K
66.9K $3.49M
Sep 06, 2022 Q2 2022
Ifp Advisors, Inc

BUY
 -
11K
New
$316K - $399K
11K $575K
Aug 04, 2022 Q2 2022
Walkner Condon Financial Advisors LLC

BUY
 -
10.8K
+ 15.06%
$310K - $391K
82.7K $4.31M
Aug 15, 2022 Q2 2022
Wealth Alliance

Mellville, NY
BUY
 -
9.99K
+ 37.47%
$286K - $361K
36.7K $1.91M
Jul 26, 2022 Q2 2022
Jmg Financial Group, Ltd.

BUY
 -
9.36K
+ 97.5%
$268K - $338K
19K $988K
Aug 11, 2022 Q2 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
9.33K
New
$267K - $337K
9.33K $486K
Aug 10, 2022 Q2 2022
Ally Invest Advisors Inc.

Charlotte, NC
BUY
 -
8.54K
New
$245K - $309K
8.54K $445K
Jul 25, 2022 Q2 2022
Spinnaker Trust

BUY
 -
8.48K
+ 4.83%
$243K - $307K
184K $9.58M
Oct 23, 2023 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.41K
New
$212K - $268K
7.41K $386K
Aug 15, 2022 Q2 2022
Pathstone Family Office, LLC

Englewood, NJ
BUY
 -
7.41K
New
$212K - $268K
7.41K $386K
Aug 12, 2022 Q2 2022
Kestra Advisory Services, LLC

BUY
 -
7.01K
+ 12.67%
$201K - $253K
62.3K $3.25M
Jul 28, 2022 Q2 2022
Gen Wealth Group, Inc.

BUY
 -
5.93K
+ 14.29%
$170K - $214K
47.4K $2.47M
Jul 22, 2022 Q2 2022
Urban Wealth Management, LLC

BUY
 -
4.17K
New
$120K - $151K
4.17K $217K
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

BUY
 -
4.1K
+ 6.35%
$117K - $148K
68.6K $3.57M
Aug 10, 2022 Q2 2022
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
3.29K
+ 11.43%
$94.2K - $119K
32.1K $1.67M
Aug 01, 2022 Q2 2022
Rkl Wealth Management LLC

BUY
 -
3.22K
+ 37.43%
$92.2K - $116K
11.8K $615K
Jul 19, 2022 Q2 2022
Heritage Financial Services, LLC

BUY
 -
3.09K
New
$88.5K - $112K
3.09K $161K
Aug 15, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.46K
+ 675.82%
$70.4K - $88.9K
2.82K $147K
Oct 27, 2022 Q2 2022
Morgan Stanley

New York, NY
BUY
 -
2.46K
+ 675.82%
$70.4K - $88.9K
2.82K $147K
Aug 11, 2022 Q2 2022
Cetera Advisor Networks LLC

El Segundo, CA
BUY
 -
2.35K
+ 21.16%
$67.3K - $85K
13.5K $701K
Jul 28, 2022 Q2 2022
Crew Capital Management, Ltd.

BUY
 -
2.23K
+ 29.88%
$63.8K - $80.5K
9.69K $504K
Aug 12, 2022 Q2 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.98K
New
$56.8K - $71.7K
1.98K $103K
Mar 20, 2023 Q2 2022
American Portfolios Advisors

Holbrook, NY
BUY
 -
1.01K
+ 11.5%
$28.8K - $36.4K
9.76K $508K
Jul 28, 2022 Q2 2022
Cwm, LLC

BUY
 -
948
+ 14.26%
$27.1K - $34.3K
7.6K $396K
Aug 11, 2022 Q2 2022
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
939
+ 14.12%
$26.9K - $33.9K
7.59K $395K
Aug 02, 2022 Q2 2022
Avantax Advisory Services, Inc.

BUY
 -
856
+ 5.81%
$24.5K - $30.9K
15.6K $812K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
852
+ 11.35%
$24.4K - $30.8K
8.36K $435K
Jul 15, 2022 Q2 2022
Mc Kinley Carter Wealth Services, Inc.

BUY
 -
797
+ 10.37%
$22.8K - $28.8K
8.48K $442K
Aug 12, 2022 Q2 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
788
+ 147.01%
$22.6K - $28.5K
1.32K $69K
Aug 10, 2022 Q2 2022
Betterment LLC

New York, NY
BUY
 -
786
+ 6.13%
$22.5K - $28.4K
13.6K $708K
Jul 21, 2022 Q2 2022
Accredited Investors Inc.

BUY
 -
693
+ 1.66%
$19.8K - $25.1K
42.4K $2.21M
Jul 29, 2022 Q2 2022
Aptus Capital Advisors, LLC

BUY
 -
675
+ 8.62%
$19.3K - $24.4K
8.51K $443K
Jul 29, 2022 Q2 2022
Ashfield Capital Partners, LLC

BUY
 -
306
+ 0.56%
$8.76K - $11.1K
54.8K $2.85M
Aug 12, 2022 Q2 2022
Bank Of America Corp

Charlotte, NC
BUY
 -
228
+ 0.44%
$6.53K - $8.24K
52.5K $2.74M
Jul 13, 2022 Q2 2022
Cambridge Investment Research Advisors, Inc.

BUY
 -
213
+ 0.55%
$6.1K - $7.7K
38.6K $2.01M
Aug 05, 2022 Q2 2022
Wrapmanager Inc

BUY
 -
171
+ 1.16%
$4.9K - $6.18K
14.9K $775K

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