Purchases and Sales Made in Q2 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2024. 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, 2024
Q2 2024
|
Northern Capital Management, Inc.
|
BUY
|
- |
4.46KNew |
$185K - $213K
|
4.46K
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
4.15K+ 1.43% |
$172K - $198K
|
293K
$15.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.2K+ 2.66% |
$133K - $153K
|
124K
$6.44M
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.74K+ 20.8% |
$114K - $131K
|
15.9K
$828K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
2.71K+ 17.94% |
$113K - $129K
|
17.8K
$927K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.3K+ 3.07% |
$95.7K - $110K
|
77.4K
$4.03M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 16.21% |
$95.4K - $110K
|
16.5K
$857K
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.15K+ 3.8% |
$89.2K - $103K
|
58.7K
$3.06M
|
|
|
Aug 06, 2024
Q2 2024
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
2.04K+ 1.23% |
$84.9K - $97.7K
|
169K
$8.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.97K+ 6.82% |
$81.8K - $94.1K
|
30.8K
$1.61M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.88K+ 38.52% |
$78K - $89.7K
|
6.75K
$351K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.75K+ 28.07% |
$72.8K - $83.7K
|
7.99K
$416K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 10.54% |
$69.4K - $79.9K
|
17.5K
$912K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.67K+ 3.54% |
$69.4K - $79.8K
|
48.9K
$2.55M
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1.66K+ 15.39% |
$68.8K - $79.1K
|
12.4K
$646K
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.52K+ 31.1% |
$63.2K - $72.6K
|
6.41K
$334K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 29.84% |
$63K - $72.4K
|
6.59K
$343K
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
1.5K+ 6.43% |
$62.3K - $71.7K
|
24.8K
$1.29M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.43K+ 12.69% |
$59.6K - $68.5K
|
12.7K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.4K+ 72.86% |
$58.1K - $66.9K
|
3.32K
$173K
|
|
|
Jul 25, 2024
Q2 2024
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.37K+ 11.88% |
$56.9K - $65.4K
|
12.9K
$671K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.35K+ 10.92% |
$56.1K - $64.5K
|
13.7K
$714K
|
|
|
Jul 17, 2024
Q2 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
1.2K+ 2.05% |
$49.7K - $57.2K
|
59.4K
$3.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.07KNew |
$44.6K - $51.3K
|
1.07K
$55.9K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
928+ 5.7% |
$38.6K - $44.3K
|
17.2K
$896K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
920New |
$38.2K - $44K
|
920
$47.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
916+ 13.73% |
$38.1K - $43.8K
|
7.59K
$395K
|
|
|
Jul 23, 2024
Q2 2024
|
Keystone Financial Services
|
BUY
|
- |
869+ 5.4% |
$36.1K - $41.5K
|
16.9K
$883K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
863+ 18.36% |
$35.9K - $41.2K
|
5.56K
$290K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
761+ 68.37% |
$31.6K - $36.4K
|
1.87K
$97.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
712New |
$29.6K - $34K
|
712
$37.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
677+ 2.08% |
$28.1K - $32.4K
|
33.3K
$1.73M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
667+ 10.86% |
$27.7K - $31.9K
|
6.81K
$355K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
660+ 13.64% |
$27.4K - $31.5K
|
5.5K
$286K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
646+ 46.14% |
$26.8K - $30.9K
|
2.05K
$107K
|
|
|
Jul 10, 2024
Q2 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
634+ 6.99% |
$26.3K - $30.3K
|
9.71K
$505K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
622+ 3.11% |
$25.9K - $29.7K
|
20.6K
$1.07M
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
563+ 9.84% |
$23.4K - $26.9K
|
6.29K
$327K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
532+ 2.98% |
$22.1K - $25.4K
|
18.4K
$956K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
511+ 22.11% |
$21.2K - $24.4K
|
2.82K
$147K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
459+ 4.48% |
$19.1K - $21.9K
|
10.7K
$558K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
438+ 3.7% |
$18.2K - $20.9K
|
12.3K
$640K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
408+ 2.2% |
$17K - $19.5K
|
19K
$988K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
360+ 6.99% |
$15K - $17.2K
|
5.51K
$287K
|
|
|
Jul 18, 2024
Q2 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
355+ 4.9% |
$14.8K - $17K
|
7.61K
$396K
|
|
|
Jul 15, 2024
Q2 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
349+ 1.45% |
$14.5K - $16.7K
|
24.5K
$1.27M
|
|
|
Jul 31, 2024
Q2 2024
|
Spinnaker Trust
|
BUY
|
- |
237+ 0.14% |
$9.85K - $11.3K
|
164K
$8.54M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
233+ 24.27% |
$9.68K - $11.1K
|
1.19K
$62.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
223+ 3.07% |
$9.27K - $10.7K
|
7.5K
$390K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
219+ 6.38% |
$9.1K - $10.5K
|
3.65K
$190K
|