Purchases and Sales Made in Q3 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q3 2023. 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 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.43MNew |
$49.1M - $53.4M
|
1.43M
$74.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
190K+ 126.76% |
$6.52M - $7.09M
|
340K
$17.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
95.3K+ 20.66% |
$3.27M - $3.56M
|
556K
$29M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
52.1K+ 13.45% |
$1.79M - $1.95M
|
440K
$22.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
48.8K+ 23.57% |
$1.68M - $1.82M
|
256K
$13.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
45.6K+ 36.0% |
$1.57M - $1.7M
|
172K
$8.98M
|
|
|
Nov 14, 2023
Q3 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
38.1K+ 39.66% |
$1.31M - $1.42M
|
134K
$6.98M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
35.6K+ 23.62% |
$1.22M - $1.33M
|
187K
$9.72M
|
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
25.7KNew |
$883K - $961K
|
25.7K
$1.34M
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
19.9K+ 171.33% |
$683K - $742K
|
31.5K
$1.64M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
19.9K+ 6.42% |
$682K - $741K
|
329K
$17.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
18.6K+ 24.63% |
$639K - $695K
|
94.2K
$4.9M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
17.5KNew |
$601K - $654K
|
17.5K
$912K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
17.1KNew |
$586K - $637K
|
17.1K
$889K
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
16.6KNew |
$570K - $620K
|
16.6K
$865K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.4KNew |
$424K - $461K
|
12.4K
$644K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
11.5KNew |
$396K - $431K
|
11.5K
$601K
|
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
9.94K+ 18.02% |
$341K - $371K
|
65.1K
$3.39M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.18K+ 36.06% |
$315K - $343K
|
34.6K
$1.8M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.44K+ 67.75% |
$255K - $278K
|
18.4K
$959K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
6.58KNew |
$226K - $246K
|
6.58K
$343K
|
|
|
Nov 14, 2023
Q3 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
6.3KNew |
$216K - $235K
|
6.3K
$328K
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
5.32K+ 8.73% |
$183K - $199K
|
66.3K
$3.45M
|
|
|
Oct 17, 2023
Q3 2023
|
Atwater Malick LLC
|
BUY
|
- |
4.48K+ 14.66% |
$154K - $167K
|
35K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.06K+ 7.76% |
$139K - $151K
|
56.3K
$2.93M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.05K+ 10.46% |
$139K - $151K
|
42.8K
$2.23M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.86K+ 32.66% |
$133K - $144K
|
15.7K
$817K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
3.68KNew |
$126K - $137K
|
3.68K
$191K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.6K+ 13.53% |
$124K - $134K
|
30.2K
$1.57M
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.41K+ 56.81% |
$117K - $127K
|
9.4K
$490K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.1K+ 13.86% |
$106K - $116K
|
25.5K
$1.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.7K+ 15.26% |
$92.8K - $101K
|
20.4K
$1.06M
|
|
|
Oct 31, 2023
Q3 2023
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.59K+ 2.01% |
$88.9K - $96.6K
|
131K
$6.83M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
1.92K+ 63.39% |
$65.9K - $71.7K
|
4.95K
$258K
|
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
1.87K+ 28.65% |
$64K - $69.6K
|
8.38K
$436K
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.74K+ 4.38% |
$59.7K - $65K
|
41.4K
$2.16M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.61K+ 392.44% |
$55.2K - $60.1K
|
2.02K
$105K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
1.15K+ 17.06% |
$39.5K - $42.9K
|
7.89K
$411K
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
1.05K+ 6.58% |
$35.9K - $39K
|
16.9K
$881K
|
|
|
Nov 06, 2023
Q3 2023
|
F
|
BUY
|
- |
1.05K+ 6.58% |
$35.9K - $39K
|
16.9K
$881K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1K+ 4.41% |
$34.5K - $37.5K
|
23.8K
$1.24M
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
944+ 10.75% |
$32.4K - $35.2K
|
9.72K
$506K
|
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
701+ 2.14% |
$24.1K - $26.2K
|
33.4K
$1.74M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
637+ 38.7% |
$21.9K - $23.8K
|
2.28K
$119K
|
|
|
Oct 06, 2023
Q3 2023
|
West Wealth Group, LLC
|
BUY
|
- |
452+ 4.08% |
$15.5K - $16.9K
|
11.5K
$600K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
422+ 0.85% |
$14.5K - $15.8K
|
49.9K
$2.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
374+ 1.05% |
$12.8K - $14K
|
36.2K
$1.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
283+ 1.25% |
$9.72K - $10.6K
|
22.9K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
259+ 0.45% |
$8.89K - $9.67K
|
58.4K
$3.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
222New |
$7.62K - $8.29K
|
222
$11.6K
|