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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
SELL
|
- |
-137- 0.97% |
$5.69K - $7.39K
|
14K
$795K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-141- 1.93% |
$5.86K - $7.6K
|
7.16K
$408K
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
SELL
|
- |
-146- 2.31% |
$6.06K - $7.87K
|
6.18K
$352K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-159- 28.55% |
$6.6K - $8.57K
|
398
$22.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-184- 0.66% |
$7.64K - $9.92K
|
27.8K
$1.58M
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-201- 2.13% |
$8.35K - $10.8K
|
9.25K
$527K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-223- 1.21% |
$9.26K - $12K
|
18.2K
$1.04M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-242- 2.17% |
$10.1K - $13.1K
|
10.9K
$622K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-245- 30.82% |
$10.2K - $13.2K
|
550
$31.3K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-266- 7.75% |
$11K - $14.3K
|
3.17K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
West Wealth Group, LLC
|
SELL
|
- |
-330- 3.04% |
$13.7K - $17.8K
|
10.5K
$599K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-341- 2.71% |
$14.2K - $18.4K
|
12.2K
$697K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-355- 2.58% |
$14.7K - $19.1K
|
13.4K
$764K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-386- 50.52% |
$16K - $20.8K
|
378
$21.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-408- 5.58% |
$16.9K - $22K
|
6.9K
$393K
|
|
|
Aug 11, 2025
Q2 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-472- 2.62% |
$19.6K - $25.5K
|
17.5K
$997K
|
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
SELL
|
- |
-491- 20.55% |
$20.4K - $26.5K
|
1.9K
$108K
|
|
|
Aug 06, 2025
Q2 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-500- 6.94% |
$20.8K - $27K
|
6.7K
$382K
|
|
|
Jul 29, 2025
Q2 2025
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-517- 8.9% |
$21.5K - $27.9K
|
5.29K
$301K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-541- 34.79% |
$22.5K - $29.2K
|
1.01K
$57.7K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-572- 12.54% |
$23.8K - $30.8K
|
3.99K
$227K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-587- 1.51% |
$24.4K - $31.7K
|
38.3K
$2.18M
|
|
|
Aug 13, 2025
Q2 2025
|
Milestone Investment Advisors LLC
Middleton, WI |
SELL
|
- |
-625- 9.79% |
$26K - $33.7K
|
5.76K
$328K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-634- 9.03% |
$26.3K - $34.2K
|
6.39K
$364K
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-680- 8.56% |
$28.2K - $36.7K
|
7.26K
$414K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-690- 3.14% |
$28.7K - $37.2K
|
21.3K
$1.21M
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-697- 11.45% |
$29K - $37.6K
|
5.39K
$307K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-726- 16.79% |
$30.2K - $39.2K
|
3.6K
$205K
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-753- 13.31% |
$31.3K - $40.6K
|
4.9K
$279K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-834- 3.47% |
$34.6K - $45K
|
23.2K
$1.32M
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-944- 0.33% |
$39.2K - $50.9K
|
283K
$16.1M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-956- 19.19% |
$39.7K - $51.6K
|
4.03K
$229K
|
|
|
Aug 13, 2025
Q2 2025
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1K- 6.99% |
$41.5K - $53.9K
|
13.3K
$758K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-1.01K- 16.74% |
$41.9K - $54.4K
|
5.01K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.08K- 13.71% |
$44.7K - $58K
|
6.77K
$385K
|
|
|
Jul 08, 2025
Q2 2025
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-1.12K- 17.55% |
$46.7K - $60.6K
|
5.28K
$301K
|
|
|
Aug 14, 2025
Q2 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
SELL
|
- |
-1.15K- 14.45% |
$47.7K - $61.9K
|
6.8K
$387K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.15K- 26.58% |
$47.8K - $62K
|
3.18K
$181K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.26K- 4.1% |
$52.2K - $67.7K
|
29.3K
$1.67M
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.28K- 3.36% |
$53.1K - $69K
|
36.8K
$2.09M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.34K- 12.1% |
$55.5K - $72.1K
|
9.71K
$553K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.34K- 32.62% |
$55.7K - $72.3K
|
2.77K
$158K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.46K- 24.17% |
$60.7K - $78.8K
|
4.58K
$261K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.49K- 1.97% |
$61.8K - $80.2K
|
73.9K
$4.21M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-1.51K- 17.26% |
$62.6K - $81.3K
|
7.23K
$412K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.53K- 28.64% |
$63.3K - $82.2K
|
3.8K
$216K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.56K- 33.59% |
$64.8K - $84.1K
|
3.08K
$176K
|
|
|
Aug 18, 2025
Q2 2025
|
Kestra Investment Management, LLC
Austin, TX |
SELL
|
- |
-1.56K- 26.98% |
$64.8K - $84.1K
|
4.22K
$240K
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-1.56K- 27.03% |
$64.9K - $84.3K
|
4.22K
$240K
|
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.58K- 15.45% |
$65.7K - $85.3K
|
8.65K
$493K
|