Purchases and Sales Made in Q2 2022 in Ishares Esg Advanced Msci Usa (USXF)
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 05, 2022
Q2 2022
|
Ascent Group, LLC
|
BUY
|
- |
94+ 0.72% |
$2.69K - $3.4K
|
13.1K
$683K
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
81+ 0.68% |
$2.32K - $2.93K
|
12K
$625K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
60New |
$1.72K - $2.17K
|
60
$3.12K
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
10+ 0.12% |
$286 - $362
|
8.4K
$438K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1+ 0.45% |
$28.6 - $36.2
|
224
$11.7K
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-18- 50.0% |
$515 - $651
|
18
$937
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-58- 2.72% |
$1.66K - $2.1K
|
2.08K
$108K
|
|
Jul 17, 2024
Q2 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66- 18.33% |
$1.89K - $2.39K
|
294
$15.3K
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-176Closed |
$5.04K - $6.36K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-193- 1.5% |
$5.53K - $6.98K
|
12.7K
$660K
|
|
Aug 05, 2022
Q2 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-231- 17.2% |
$6.61K - $8.35K
|
1.11K
$57.9K
|
|
Aug 15, 2022
Q2 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-277- 0.17% |
$7.93K - $10K
|
166K
$8.62M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-371Closed |
$10.6K - $13.4K
|
0
$0
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-447- 3.93% |
$12.8K - $16.2K
|
10.9K
$569K
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-473- 2.2% |
$13.5K - $17.1K
|
21K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-478- 1.3% |
$13.7K - $17.3K
|
36.3K
$1.89M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-677- 7.82% |
$19.4K - $24.5K
|
7.98K
$416K
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-828- 30.77% |
$23.7K - $29.9K
|
1.86K
$97K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-952- 3.95% |
$27.3K - $34.4K
|
23.1K
$1.21M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.01K- 8.03% |
$28.9K - $36.5K
|
11.6K
$602K
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.1K- 6.22% |
$31.4K - $39.6K
|
16.5K
$861K
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.15K- 47.8% |
$32.9K - $41.5K
|
1.26K
$65.4K
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-1.2K- 9.08% |
$34.4K - $43.5K
|
12K
$627K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.45K- 12.78% |
$41.5K - $52.5K
|
9.9K
$516K
|
|
Jul 15, 2022
Q2 2022
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-1.77K- 19.83% |
$50.8K - $64.1K
|
7.17K
$373K
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.8K- 20.68% |
$51.4K - $65K
|
6.89K
$359K
|
|
Aug 05, 2022
Q2 2022
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-1.85K- 20.82% |
$53K - $66.9K
|
7.04K
$367K
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.9K- 18.18% |
$54.3K - $68.5K
|
8.53K
$444K
|
|
Aug 12, 2022
Q2 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.99K- 16.27% |
$57K - $72K
|
10.2K
$534K
|
|
Jul 27, 2022
Q2 2022
|
West Wealth Group, LLC
|
SELL
|
- |
-2.07K- 15.79% |
$59.3K - $74.9K
|
11.1K
$576K
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-2.17K- 6.51% |
$62.2K - $78.6K
|
31.2K
$1.62M
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.32K- 11.82% |
$66.4K - $83.9K
|
17.3K
$902K
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.38K- 8.79% |
$68.3K - $86.2K
|
24.7K
$1.29M
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.49K- 13.35% |
$71.3K - $90K
|
16.2K
$842K
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2.72K- 33.89% |
$78K - $98.4K
|
5.31K
$277K
|
|
Jul 12, 2022
Q2 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.57K- 32.4% |
$102K - $129K
|
7.45K
$388K
|
|
Aug 15, 2022
Q2 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-3.79K- 17.34% |
$108K - $137K
|
18.1K
$940K
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-3.82KClosed |
$109K - $138K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.21K- 21.13% |
$121K - $152K
|
15.7K
$819K
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.24K- 12.68% |
$121K - $153K
|
29.2K
$1.52M
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-4.25K- 21.99% |
$122K - $154K
|
15.1K
$786K
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.37K- 16.55% |
$125K - $158K
|
22K
$1.15M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
SELL
|
- |
-4.58K- 36.99% |
$131K - $165K
|
7.8K
$406K
|
|
Aug 16, 2022
Q2 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-4.78K- 17.04% |
$137K - $173K
|
23.3K
$1.21M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-5.66K- 11.91% |
$162K - $205K
|
41.9K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-5.69K- 9.17% |
$163K - $206K
|
56.3K
$2.93M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.14K- 10.77% |
$176K - $222K
|
50.9K
$2.65M
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.59KClosed |
$189K - $238K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.69K- 22.51% |
$191K - $242K
|
23K
$1.2M
|