Purchases and Sales Made in Q2 2025 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q2 2025. 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 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.45K+ 63.52% |
$60.3K - $78.3K
|
3.74K
$213K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.31K+ 62.66% |
$54.4K - $70.6K
|
3.4K
$194K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.26K+ 2.89% |
$52.3K - $68K
|
44.8K
$2.55M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 5.3% |
$49.1K - $63.8K
|
23.5K
$1.34M
|
|
|
Jul 16, 2025
Q2 2025
|
Gen Wealth Group, Inc.
|
BUY
|
- |
1.09K+ 1.75% |
$45.2K - $58.7K
|
63.2K
$3.6M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.03KNew |
$42.8K - $55.5K
|
1.03K
$58.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
960+ 19.58% |
$39.9K - $51.8K
|
5.86K
$334K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
946+ 1.12% |
$39.3K - $51K
|
85.2K
$4.85M
|
|
|
Aug 14, 2025
Q2 2025
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
817New |
$33.9K - $44.1K
|
817
$46.5K
|
|
|
Jul 15, 2025
Q2 2025
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
792+ 11.41% |
$32.9K - $42.7K
|
7.74K
$441K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
735+ 3.35% |
$30.5K - $39.6K
|
22.7K
$1.29M
|
|
|
Jul 11, 2025
Q2 2025
|
Skyline Advisors, Inc.
Bellingham, WA |
BUY
|
- |
695+ 2.01% |
$28.9K - $37.5K
|
35.3K
$2.01M
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
684+ 2.27% |
$28.4K - $36.9K
|
30.8K
$1.75M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
642+ 14.04% |
$26.7K - $34.6K
|
5.22K
$297K
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
597New |
$24.8K - $32.2K
|
597
$34K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
558+ 10.97% |
$23.2K - $30.1K
|
5.65K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
558+ 10.97% |
$23.2K - $30.1K
|
5.65K
$321K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
514+ 6.75% |
$21.4K - $27.7K
|
8.13K
$463K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
492New |
$20.4K - $26.5K
|
492
$28K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
450+ 4.04% |
$18.7K - $24.3K
|
11.6K
$660K
|
|
|
Jul 10, 2025
Q2 2025
|
Stewardship Advisors, LLC
|
BUY
|
- |
364+ 2.29% |
$15.1K - $19.6K
|
16.3K
$928K
|
|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
332New |
$13.8K - $17.9K
|
332
$18.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
324+ 1.33% |
$13.5K - $17.5K
|
24.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
299+ 0.27% |
$12.4K - $16.1K
|
110K
$6.26M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
280+ 528.3% |
$11.6K - $15.1K
|
333
$19K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
173+ 3.91% |
$7.19K - $9.33K
|
4.59K
$262K
|
|
|
Aug 11, 2025
Q2 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
169+ 1.21% |
$7.02K - $9.11K
|
14.2K
$808K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
139+ 0.21% |
$5.77K - $7.5K
|
67.5K
$3.84M
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
123New |
$5.11K - $6.63K
|
123
$7K
|
|
|
Jul 23, 2025
Q2 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
117+ 1.05% |
$4.86K - $6.31K
|
11.2K
$640K
|
|
|
Jul 30, 2025
Q2 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
89+ 1.03% |
$3.7K - $4.8K
|
8.72K
$497K
|
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
84New |
$3.49K - $4.53K
|
84
$4.78K
|
|
|
Jul 18, 2025
Q2 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
53+ 0.25% |
$2.2K - $2.86K
|
21.5K
$1.23M
|
|
|
Aug 15, 2025
Q2 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
51+ 18.15% |
$2.12K - $2.75K
|
332
$18.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
44+ 14.1% |
$1.83K - $2.37K
|
356
$20.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
36+ 2.14% |
$1.5K - $1.94K
|
1.72K
$97.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
35+ 0.42% |
$1.45K - $1.89K
|
8.44K
$481K
|
|
|
Jul 08, 2025
Q2 2025
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
25+ 0.13% |
$1.04K - $1.35K
|
19K
$1.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
23+ 0.25% |
$955 - $1.24K
|
9.2K
$524K
|
|
|
Aug 07, 2025
Q2 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
14+ 0.24% |
$582 - $755
|
5.81K
$331K
|
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.05% |
$41.5 - $53.9
|
1.98K
$113K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 29, 2025
Q2 2025
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-8- 0.15% |
$332 - $431
|
5.3K
$302K
|
|
|
Jul 07, 2025
Q2 2025
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-21- 0.11% |
$872 - $1.13K
|
19.3K
$1.1M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-23- 1.22% |
$955 - $1.24K
|
1.86K
$106K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-28- 0.24% |
$1.16K - $1.51K
|
11.4K
$651K
|
|
|
Jul 16, 2025
Q2 2025
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-43- 0.36% |
$1.79K - $2.32K
|
11.8K
$675K
|
|
|
Jul 21, 2025
Q2 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-46- 0.58% |
$1.91K - $2.48K
|
7.88K
$449K
|
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-94- 0.62% |
$3.9K - $5.07K
|
15.1K
$858K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-118- 22.1% |
$4.9K - $6.36K
|
416
$23.7K
|