Purchases and Sales Made in Q2 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2023. 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 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
93.5K+ 82.06% |
$3.02M - $3.36M
|
208K
$9.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
63.6K+ 19.65% |
$2.06M - $2.29M
|
388K
$18.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
60.9K+ 169.12% |
$1.97M - $2.19M
|
96.9K
$4.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
51.8K+ 117.34% |
$1.67M - $1.86M
|
96K
$4.51M
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
30.5KNew |
$987K - $1.1M
|
30.5K
$1.44M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
29.3K+ 4.72% |
$947K - $1.05M
|
651K
$30.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
28K+ 15.64% |
$906K - $1.01M
|
207K
$9.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
22.3K+ 5.57% |
$721K - $802K
|
423K
$19.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
BUY
|
- |
22.2K+ 14.91% |
$717K - $797K
|
171K
$8.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
16.6KNew |
$536K - $596K
|
16.6K
$780K
|
|
|
Aug 03, 2023
Q2 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
15.4K+ 5.25% |
$499K - $555K
|
310K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
14.9KNew |
$482K - $536K
|
14.9K
$701K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
14.7K+ 14.94% |
$474K - $527K
|
113K
$5.3M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.67K+ 18.93% |
$313K - $348K
|
60.8K
$2.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
8.68K+ 2.05% |
$281K - $312K
|
432K
$20.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
BUY
|
- |
8.65K+ 18.6% |
$280K - $311K
|
55.1K
$2.59M
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
7.58KNew |
$245K - $273K
|
7.58K
$357K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.42K+ 2.53% |
$240K - $267K
|
301K
$14.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
7.39K+ 8.33% |
$239K - $266K
|
96.1K
$4.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
7.35KNew |
$238K - $264K
|
7.35K
$346K
|
|
|
Jul 24, 2023
Q2 2023
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
7.02KNew |
$227K - $253K
|
7.02K
$330K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
6.51KNew |
$210K - $234K
|
6.51K
$306K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.41K+ 87.95% |
$207K - $230K
|
13.7K
$644K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.25KNew |
$202K - $225K
|
6.25K
$294K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
6.17KNew |
$199K - $222K
|
6.17K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
6KNew |
$194K - $216K
|
6K
$282K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
5.81K+ 12.5% |
$188K - $209K
|
52.3K
$2.46M
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
5.53K+ 7.9% |
$179K - $199K
|
75.5K
$3.55M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
5.43KNew |
$175K - $195K
|
5.43K
$255K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.26K+ 1114.19% |
$170K - $189K
|
5.73K
$270K
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
BUY
|
- |
5.23K+ 33.22% |
$169K - $188K
|
21K
$987K
|
|
|
Aug 11, 2023
Q2 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
5.09K+ 16.57% |
$164K - $183K
|
35.8K
$1.68M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
5.01K+ 85.67% |
$162K - $180K
|
10.8K
$510K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
3.72K+ 50.86% |
$120K - $134K
|
11K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.35K+ 102.51% |
$108K - $120K
|
6.61K
$311K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
3.16K+ 51.13% |
$102K - $114K
|
9.35K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.11K+ 6.55% |
$101K - $112K
|
50.7K
$2.38M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
2.99K+ 8086.49% |
$96.7K - $108K
|
3.03K
$142K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.7K+ 4.96% |
$87.2K - $97K
|
57.1K
$2.69M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2.59K+ 4.66% |
$83.6K - $93K
|
58.1K
$2.73M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.51K+ 11.17% |
$81K - $90.1K
|
24.9K
$1.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.5K+ 5.83% |
$80.8K - $89.9K
|
45.4K
$2.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.48K+ 5.28% |
$80.2K - $89.2K
|
49.5K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.47K+ 6.82% |
$79.9K - $88.9K
|
38.7K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.41K+ 2.04% |
$77.9K - $86.6K
|
120K
$5.66M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.35K+ 11.72% |
$75.8K - $84.3K
|
22.4K
$1.05M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.3K+ 10.83% |
$74.4K - $82.7K
|
23.5K
$1.11M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.27K+ 13.41% |
$73.4K - $81.6K
|
19.2K
$904K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
2.23K+ 9.41% |
$72.1K - $80.1K
|
25.9K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.22K+ 12.13% |
$71.7K - $79.7K
|
20.5K
$964K
|
|