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 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.82K- 15.16% |
$195K - $247K
|
38.2K
$1.99M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-7.1K- 25.16% |
$203K - $257K
|
21.1K
$1.1M
|
|
|
Aug 01, 2022
Q2 2022
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-7.18K- 9.96% |
$206K - $260K
|
65K
$3.38M
|
|
|
Jul 20, 2022
Q2 2022
|
F
|
SELL
|
- |
-7.46KClosed |
$213K - $270K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.73K- 35.78% |
$221K - $279K
|
13.9K
$722K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.21KClosed |
$235K - $297K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-8.34KClosed |
$239K - $302K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
SELL
|
- |
-8.61K- 48.18% |
$247K - $311K
|
9.26K
$482K
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-9.79K- 55.92% |
$280K - $354K
|
7.72K
$402K
|
|
|
Aug 03, 2022
Q2 2022
|
Keystone Financial Services
|
SELL
|
- |
-9.98K- 33.47% |
$286K - $361K
|
19.8K
$1.03M
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.6KClosed |
$303K - $383K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-10.8KClosed |
$310K - $391K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-11KClosed |
$316K - $399K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Austin Private Wealth, LLC
|
SELL
|
- |
-11.7K- 31.01% |
$334K - $422K
|
26K
$1.35M
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.6KClosed |
$419K - $529K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-17.7KClosed |
$508K - $641K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-22.8KClosed |
$653K - $825K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.1K- 23.08% |
$862K - $1.09M
|
100K
$5.23M
|
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-32.1K- 30.76% |
$919K - $1.16M
|
72.2K
$3.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-35.2K- 37.06% |
$1.01M - $1.27M
|
59.8K
$3.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-39.1K- 22.9% |
$1.12M - $1.41M
|
131K
$6.85M
|
|
|
Aug 15, 2022
Q2 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-40K- 37.89% |
$1.15M - $1.45M
|
65.6K
$3.42M
|
|
|
Aug 16, 2022
Q2 2022
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-53.2KClosed |
$1.52M - $1.92M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-53.6KClosed |
$1.54M - $1.94M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
SELL
|
- |
-69.6K- 15.06% |
$1.99M - $2.51M
|
392K
$20.4M
|
|
|
Jul 27, 2022
Q2 2022
|
Sharkey, Howes & Javer
|
SELL
|
- |
-92.6K- 42.7% |
$2.65M - $3.35M
|
124K
$6.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-94.5K- 24.57% |
$2.7M - $3.41M
|
290K
$15.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-157K- 22.27% |
$4.5M - $5.68M
|
548K
$28.6M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-229K- 99.47% |
$6.54M - $8.26M
|
1.22K
$63.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.61M- 20.23% |
$46.2M - $58.4M
|
6.37M
$332M
|