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 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-372- 47.57% |
$12K - $13.4K
|
410
$21.2K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-402- 1.52% |
$13K - $14.5K
|
26.1K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-410- 3.47% |
$13.3K - $14.7K
|
11.4K
$588K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-438- 2.71% |
$14.2K - $15.7K
|
15.7K
$810K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-438- 2.71% |
$14.2K - $15.7K
|
15.7K
$810K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-499- 5.27% |
$16.1K - $17.9K
|
8.97K
$463K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-541- 5.41% |
$17.5K - $19.4K
|
9.47K
$489K
|
|
|
Jul 26, 2023
Q2 2023
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-545- 7.22% |
$17.6K - $19.6K
|
7.01K
$362K
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-546- 3.95% |
$17.7K - $19.6K
|
13.3K
$686K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-634- 2.33% |
$20.5K - $22.8K
|
26.6K
$1.37M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-663- 1.99% |
$21.4K - $23.8K
|
32.7K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-725- 4.37% |
$23.4K - $26.1K
|
15.9K
$819K
|
|
|
Jul 31, 2023
Q2 2023
|
F
|
SELL
|
- |
-725- 4.37% |
$23.4K - $26.1K
|
15.9K
$819K
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-829- 10.95% |
$26.8K - $29.8K
|
6.74K
$348K
|
|
|
Aug 02, 2023
Q2 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-1K- 34.04% |
$32.3K - $36K
|
1.94K
$100K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-1.1K- 5.54% |
$35.5K - $39.5K
|
18.7K
$967K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
SELL
|
- |
-1.41K- 5.23% |
$45.5K - $50.6K
|
25.5K
$1.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.42K- 17.2% |
$45.8K - $50.9K
|
6.82K
$352K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-1.65K- 2.71% |
$53.4K - $59.4K
|
59.4K
$3.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.9K- 3.43% |
$61.5K - $68.4K
|
53.6K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.41K- 11.97% |
$77.8K - $86.5K
|
17.7K
$914K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.55K- 10.46% |
$82.5K - $91.8K
|
21.9K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.62K- 12.0% |
$84.8K - $94.3K
|
19.3K
$994K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.63K- 14.15% |
$84.9K - $94.4K
|
15.9K
$822K
|
|
|
Jul 14, 2023
Q2 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-2.69K- 2.05% |
$87K - $96.7K
|
129K
$6.64M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.36K- 12.53% |
$108K - $121K
|
23.4K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.5K- 1.9% |
$113K - $126K
|
180K
$9.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-3.69K- 94.19% |
$119K - $133K
|
228
$11.8K
|
|
|
Aug 02, 2023
Q2 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-4.61K- 10.41% |
$149K - $166K
|
39.7K
$2.05M
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Connections Group, Inc.
|
SELL
|
- |
-6.3K- 4.73% |
$204K - $226K
|
127K
$6.54M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-6.38K- 9.48% |
$206K - $229K
|
61K
$3.15M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-7.54K- 4.79% |
$244K - $271K
|
150K
$7.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.45K- 17.09% |
$273K - $304K
|
41K
$2.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-12.7K- 69.42% |
$411K - $457K
|
5.6K
$289K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.1K- 2.97% |
$456K - $507K
|
461K
$23.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14.3K- 88.84% |
$462K - $514K
|
1.8K
$92.7K
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.7K- 0.48% |
$992K - $1.1M
|
6.4M
$330M
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-358K- 10.38% |
$11.6M - $12.9M
|
3.09M
$160M
|