Purchases and Sales Made in Q3 2021 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.79M+ 79.87% |
$99.9M - $107M
|
6.29M
$318M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
292K+ 85.81% |
$10.5M - $11.2M
|
633K
$32M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
149K+ 74.4% |
$5.35M - $5.73M
|
350K
$17.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
118K+ 81.4% |
$4.21M - $4.51M
|
262K
$13.3M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
102K+ 55.09% |
$3.64M - $3.9M
|
286K
$14.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.8K+ 161.9% |
$2.96M - $3.18M
|
134K
$6.78M
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
51.4K+ 67.28% |
$1.84M - $1.97M
|
128K
$6.47M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
36.9K+ 70.0% |
$1.32M - $1.41M
|
89.6K
$4.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.7K+ 80.42% |
$990K - $1.06M
|
62.1K
$3.14M
|
|
|
Nov 02, 2021
Q3 2021
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
27.4K+ 66.56% |
$982K - $1.05M
|
68.7K
$3.47M
|
|
|
Oct 29, 2021
Q3 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
22.7K+ 109.3% |
$811K - $870K
|
43.4K
$2.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21K+ 151.01% |
$751K - $805K
|
34.9K
$1.77M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.7K+ 149.5% |
$704K - $754K
|
32.8K
$1.66M
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.1K+ 265.08% |
$681K - $731K
|
26.2K
$1.33M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
18.6K+ 1368.24% |
$664K - $712K
|
19.9K
$1.01M
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
18.5K+ 81.75% |
$661K - $709K
|
41.1K
$2.08M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
17K+ 257.58% |
$607K - $651K
|
23.6K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Wrapmanager Inc
|
BUY
|
- |
14.8KNew |
$530K - $568K
|
14.8K
$749K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14.6K+ 82.55% |
$524K - $562K
|
32.4K
$1.64M
|
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
14.1K+ 109.3% |
$505K - $541K
|
27K
$1.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
13.8KNew |
$493K - $529K
|
13.8K
$697K
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13KNew |
$465K - $498K
|
13K
$657K
|
|
|
Nov 12, 2021
Q3 2021
|
Austin Private Wealth, LLC
|
BUY
|
- |
12.2K+ 75.3% |
$438K - $469K
|
28.5K
$1.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.1K+ 50.11% |
$431K - $462K
|
36.1K
$1.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
11.2K+ 114.33% |
$399K - $428K
|
20.9K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.7K+ 49.68% |
$384K - $412K
|
32.4K
$1.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
10.6K+ 72.21% |
$380K - $407K
|
25.3K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
10.5K+ 47.37% |
$377K - $404K
|
32.8K
$1.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Ashfield Capital Partners, LLC
|
BUY
|
- |
10.2K+ 22.35% |
$366K - $393K
|
56K
$2.84M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
8.68KNew |
$310K - $333K
|
8.68K
$439K
|
|
|
Oct 14, 2021
Q3 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
8.38KNew |
$300K - $321K
|
8.38K
$424K
|
|
|
Oct 13, 2021
Q3 2021
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
8.38KNew |
$300K - $321K
|
8.38K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
7.44K+ 80.39% |
$266K - $285K
|
16.7K
$845K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.4KNew |
$265K - $284K
|
7.4K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.38K+ 444.61% |
$264K - $283K
|
9.04K
$457K
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
7.3KNew |
$261K - $280K
|
7.3K
$369K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
7.27K+ 4.9% |
$260K - $279K
|
156K
$7.87M
|
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.18K+ 31.77% |
$257K - $275K
|
29.8K
$1.51M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
6.98KNew |
$250K - $268K
|
6.98K
$353K
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.91KNew |
$247K - $265K
|
6.91K
$349K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
6.87KNew |
$246K - $263K
|
6.87K
$347K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
6.71K+ 44.95% |
$240K - $257K
|
21.6K
$1.09M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.7KNew |
$240K - $257K
|
6.7K
$339K
|
|
|
Nov 12, 2021
Q3 2021
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
6.49K+ 61.24% |
$232K - $249K
|
17.1K
$865K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.47K+ 62.06% |
$231K - $248K
|
16.9K
$855K
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.29KNew |
$225K - $241K
|
6.29K
$318K
|
|
|
Oct 18, 2021
Q3 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
5.64KNew |
$202K - $216K
|
5.64K
$285K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
5.42K+ 76.63% |
$194K - $208K
|
12.5K
$632K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.68K+ 17.62% |
$168K - $180K
|
31.3K
$1.58M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.53K+ 69.02% |
$162K - $174K
|
11.1K
$561K
|