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 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-11.5K- 55.24% |
$478K - $621K
|
9.33K
$531K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-12.4K- 9.04% |
$516K - $670K
|
125K
$7.12M
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-13.9K- 16.47% |
$578K - $750K
|
70.6K
$4.02M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-14.3K- 32.75% |
$595K - $772K
|
29.4K
$1.68M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-15.3K- 25.2% |
$634K - $824K
|
45.3K
$2.58M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-15.9K- 42.88% |
$662K - $860K
|
21.2K
$1.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-16.3K- 22.46% |
$679K - $881K
|
56.4K
$3.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-17.1K- 4.69% |
$711K - $924K
|
348K
$19.8M
|
|
|
Aug 12, 2025
Q2 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
SELL
|
- |
-18.7K- 40.42% |
$777K - $1.01M
|
27.6K
$1.57M
|
|
|
Jul 10, 2025
Q2 2025
|
Sharkey, Howes & Javer
|
SELL
|
- |
-19.4K- 28.48% |
$807K - $1.05M
|
48.8K
$2.78M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-20.5K- 29.33% |
$850K - $1.1M
|
49.3K
$2.81M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-22.1K- 17.82% |
$918K - $1.19M
|
102K
$5.8M
|
|
|
Jul 17, 2025
Q2 2025
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-24.4K- 20.3% |
$1.01M - $1.32M
|
95.8K
$5.46M
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-24.9K- 30.12% |
$1.03M - $1.34M
|
57.7K
$3.29M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-34.3K- 44.86% |
$1.43M - $1.85M
|
42.2K
$2.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-70.3K- 37.5% |
$2.92M - $3.79M
|
117K
$6.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-72.1K- 24.59% |
$2.99M - $3.89M
|
221K
$12.6M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-72.7K- 23.3% |
$3.02M - $3.92M
|
239K
$13.6M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-109K- 21.69% |
$4.52M - $5.87M
|
393K
$22.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-110K- 84.14% |
$4.56M - $5.92M
|
20.7K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-119K- 10.22% |
$4.93M - $6.39M
|
1.04M
$59.3M
|
|
|
Aug 26, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-214K- 95.5% |
$8.9M - $11.6M
|
10.1K
$576K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-214K- 95.5% |
$8.9M - $11.6M
|
10.1K
$576K
|
|
|
Aug 27, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-360K- 89.32% |
$15M - $19.4M
|
43K
$2.45M
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-418K- 35.2% |
$17.4M - $22.6M
|
770K
$43.9M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.44M- 27.9% |
$60M - $77.9M
|
3.73M
$212M
|