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 24, 2025
Q2 2025
|
Jb Capital LLC
|
SELL
|
- |
-1.73K- 25.76% |
$71.7K - $93.1K
|
4.98K
$283K
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-1.81K- 29.76% |
$75.1K - $97.6K
|
4.27K
$243K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.93K- 24.89% |
$80K - $104K
|
5.82K
$331K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.99K- 1.76% |
$82.8K - $108K
|
111K
$6.33M
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2K- 23.63% |
$83K - $108K
|
6.46K
$368K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
SELL
|
- |
-2K- 8.24% |
$83.1K - $108K
|
22.3K
$1.27M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.06K- 23.59% |
$85.7K - $111K
|
6.68K
$381K
|
|
|
Jul 25, 2025
Q2 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.07K- 27.96% |
$85.9K - $112K
|
5.33K
$303K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-2.08K- 15.84% |
$86.4K - $112K
|
11.1K
$630K
|
|
|
Jul 29, 2025
Q2 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-2.14K- 23.11% |
$88.8K - $115K
|
7.11K
$405K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.16K- 94.98% |
$89.6K - $116K
|
114
$6.49K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-2.24K- 3.25% |
$92.8K - $121K
|
66.6K
$3.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-2.4K- 13.4% |
$99.6K - $129K
|
15.5K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.42K- 24.97% |
$100K - $130K
|
7.27K
$414K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.65K- 2.8% |
$110K - $143K
|
91.7K
$5.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-2.66K- 21.78% |
$110K - $143K
|
9.55K
$544K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-2.81K- 10.08% |
$117K - $151K
|
25K
$1.43M
|
|
|
Jul 11, 2025
Q2 2025
|
My Legacy Advisors, LLC
|
SELL
|
- |
-3.18K- 38.72% |
$132K - $171K
|
5.03K
$286K
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-3.32K- 25.24% |
$138K - $179K
|
9.83K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
SELL
|
- |
-3.37K- 27.7% |
$140K - $182K
|
8.81K
$501K
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.44K- 28.72% |
$143K - $185K
|
8.53K
$486K
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-3.47K- 23.21% |
$144K - $187K
|
11.5K
$653K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.5K- 27.71% |
$145K - $189K
|
9.14K
$520K
|
|
|
Jul 15, 2025
Q2 2025
|
Spectrum Planning & Advisory Services Inc.
|
SELL
|
- |
-3.51K- 32.61% |
$146K - $189K
|
7.25K
$413K
|
|
|
Jul 14, 2025
Q2 2025
|
Buttonwood Financial Group, LLC
|
SELL
|
- |
-3.59K- 31.09% |
$149K - $193K
|
7.95K
$453K
|
|
|
Aug 06, 2025
Q2 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-3.65K- 34.66% |
$152K - $197K
|
6.89K
$392K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.7K- 31.21% |
$154K - $199K
|
8.15K
$464K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.72K- 9.58% |
$154K - $200K
|
35.1K
$2M
|
|
|
Aug 08, 2025
Q2 2025
|
Wrapmanager Inc
|
SELL
|
- |
-3.73K- 43.1% |
$155K - $201K
|
4.92K
$280K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-3.76K- 16.34% |
$156K - $203K
|
19.2K
$1.1M
|
|
|
Aug 08, 2025
Q2 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-4.01K- 4.86% |
$167K - $216K
|
78.6K
$4.48M
|
|
|
Aug 11, 2025
Q2 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-4.14K- 25.35% |
$172K - $223K
|
12.2K
$694K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.56K- 30.94% |
$190K - $246K
|
10.2K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.82K- 13.56% |
$200K - $260K
|
30.7K
$1.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.87K- 20.0% |
$202K - $262K
|
19.5K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
SELL
|
- |
-5.3K- 30.35% |
$220K - $286K
|
12.2K
$692K
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-5.44K- 92.07% |
$226K - $293K
|
469
$26.7K
|
|
|
Aug 13, 2025
Q2 2025
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.46K- 1.48% |
$227K - $294K
|
364K
$20.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.54K- 18.2% |
$230K - $299K
|
24.9K
$1.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-6.01K- 26.34% |
$249K - $324K
|
16.8K
$956K
|
|
|
Aug 13, 2025
Q2 2025
|
Elios Financial Group Inc.
Westlake, OH |
SELL
|
- |
-6.22K- 17.17% |
$258K - $335K
|
30K
$1.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-6.23K- 57.56% |
$259K - $336K
|
4.59K
$262K
|
|
|
Aug 01, 2025
Q2 2025
|
Austin Private Wealth, LLC
|
SELL
|
- |
-6.26K- 20.09% |
$260K - $338K
|
24.9K
$1.42M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.42K- 25.39% |
$267K - $346K
|
18.9K
$1.07M
|
|
|
Aug 06, 2025
Q2 2025
|
Keystone Financial Services
|
SELL
|
- |
-6.66K- 32.77% |
$276K - $359K
|
13.7K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-6.82K- 24.66% |
$283K - $368K
|
20.8K
$1.19M
|
|
|
Aug 06, 2025
Q2 2025
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
SELL
|
- |
-7.29K- 34.16% |
$303K - $393K
|
14K
$800K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-7.5K- 6.44% |
$312K - $405K
|
109K
$6.2M
|
|
|
Aug 01, 2025
Q2 2025
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-7.55K- 14.18% |
$314K - $407K
|
45.7K
$2.6M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.4K- 28.31% |
$349K - $453K
|
21.3K
$1.21M
|