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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
4.36K+ 58.07% |
$156K - $167K
|
11.9K
$600K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.17K+ 20.43% |
$149K - $160K
|
24.6K
$1.24M
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.88K+ 46.61% |
$139K - $149K
|
12.2K
$617K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
2.7KNew |
$96.5K - $104K
|
2.7K
$137K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.66K+ 16.93% |
$95.2K - $102K
|
18.4K
$930K
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
2.64K+ 54.62% |
$94.3K - $101K
|
7.46K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.3K+ 19.69% |
$82.1K - $88K
|
14K
$706K
|
|
|
Oct 19, 2021
Q3 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.03K+ 26.77% |
$72.5K - $77.8K
|
9.6K
$486K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
2K+ 15.14% |
$71.6K - $76.8K
|
15.2K
$770K
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1.98KNew |
$70.6K - $75.7K
|
1.98K
$99.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.59K+ 268.47% |
$56.9K - $61.1K
|
2.19K
$111K
|
|
|
Nov 09, 2021
Q3 2021
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1.38KNew |
$49.4K - $52.9K
|
1.38K
$69.8K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
856+ 156.78% |
$30.6K - $32.8K
|
1.4K
$70.9K
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
820+ 27.16% |
$29.3K - $31.4K
|
3.84K
$194K
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
772+ 52.2% |
$27.6K - $29.6K
|
2.25K
$114K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
512+ 66.67% |
$18.3K - $19.6K
|
1.28K
$64.8K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
295New |
$10.6K - $11.3K
|
295
$14.9K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
222New |
$7.94K - $8.51K
|
222
$11.2K
|
|
|
May 15, 2024
Q3 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
146+ 44.38% |
$5.22K - $5.6K
|
475
$24K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
110+ 68.75% |
$3.93K - $4.22K
|
270
$13.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
107+ 0.7% |
$3.83K - $4.1K
|
15.4K
$780K
|
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
84+ 67.2% |
$3K - $3.22K
|
209
$10.6K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
82New |
$2.93K - $3.14K
|
82
$4.15K
|
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
52+ 57.14% |
$1.86K - $1.99K
|
143
$7.23K
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
30New |
$1.07K - $1.15K
|
30
$1.52K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 2.63% |
$179 - $192
|
195
$9.87K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-282- 5.09% |
$10.1K - $10.8K
|
5.26K
$266K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-425- 1.57% |
$15.2K - $16.3K
|
26.6K
$1.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.72KClosed |
$61.4K - $65.8K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.79K- 67.25% |
$99.7K - $107K
|
1.36K
$68.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
SELL
|
- |
-4.91K- 21.79% |
$176K - $188K
|
17.6K
$892K
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.94K- 90.78% |
$284K - $305K
|
807
$40.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-15.4KClosed |
$552K - $592K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.9K- 49.76% |
$675K - $724K
|
19K
$964K
|
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-47.5KClosed |
$1.7M - $1.82M
|
0
$0
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-62.7K- 99.43% |
$2.24M - $2.41M
|
360
$18.2K
|