Purchases and Sales Made in Q3 2023 in Ishares Esg Advanced Msci Usa (USXF)

USXF Quotes by TradingView

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
Oct 13, 2023 Q3 2023
Garrett Investment Advisors LLC

BUY
 -
221
+ 2.57%
$7.59K - $8.25K
8.83K $460K
Nov 01, 2023 Q3 2023
Bourgeon Capital Management LLC

BUY
 -
215
+ 19.2%
$7.38K - $8.03K
1.34K $69.5K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
178
+ 0.76%
$6.11K - $6.64K
23.7K $1.24M
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
177
+ 0.81%
$6.08K - $6.61K
22K $1.15M
Nov 13, 2023 Q3 2023
Copperleaf Capital, LLC

Raleigh, NC
BUY
 -
166
+ 1.51%
$5.7K - $6.2K
11.2K $583K
Oct 13, 2023 Q3 2023
Psi Advisors, LLC

BUY
 -
132
New
$4.53K - $4.93K
132 $6.87K
Nov 13, 2023 Q3 2023
Cerity Partners LLC

New York, NY
BUY
 -
101
+ 0.22%
$3.47K - $3.77K
45.5K $2.37M
Oct 24, 2023 Q3 2023
Fin Trust Capital Advisors, LLC

BUY
 -
98
+ 6.14%
$3.36K - $3.66K
1.69K $88.2K
Oct 10, 2023 Q3 2023
Baker Tilly Wealth Management, LLC

BUY
 -
82
+ 1.33%
$2.82K - $3.06K
6.25K $325K
Oct 23, 2023 Q3 2023
St Germain D J CO Inc

Springfield, MA
BUY
 -
82
New
$2.82K - $3.06K
82 $4.27K
Oct 11, 2023 Q3 2023
Mount Yale Investment Advisors, LLC

BUY
 -
79
+ 0.41%
$2.71K - $2.95K
19.3K $1M
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
77
New
$2.64K - $2.87K
77 $4.01K
Nov 15, 2023 Q3 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
70
+ 1.22%
$2.4K - $2.61K
5.8K $302K
Nov 14, 2023 Q3 2023
Ascent Group, LLC

BUY
 -
49
+ 0.43%
$1.68K - $1.83K
11.4K $596K
Oct 10, 2023 Q3 2023
Marcum Wealth, LLC

BUY
 -
24
+ 0.18%
$824 - $896
13.7K $715K
Oct 12, 2023 Q3 2023
Advisor Net Financial, Inc

BUY
 -
21
+ 1.05%
$721 - $784
2.02K $105K
Nov 13, 2023 Q3 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
15
+ 0.1%
$515 - $560
15.7K $818K
Oct 31, 2023 Q3 2023
Buttonwood Financial Group, LLC

BUY
 -
7
+ 0.1%
$240 - $261
7.01K $365K
Jul 17, 2024 Q3 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-29
- 7.21%
$996 - $1.08K
373 $19.4K
Oct 18, 2023 Q3 2023
Goldstein Advisors, LLC

Madison, WI
SELL
 -
-32
- 0.48%
$1.1K - $1.19K
6.67K $347K
Nov 03, 2023 Q3 2023
Aspire Private Capital, LLC

SELL
 -
-33
- 7.52%
$1.13K - $1.23K
406 $21.1K
Oct 25, 2023 Q3 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-34
- 2.21%
$1.17K - $1.27K
1.5K $78.3K
Oct 23, 2023 Q3 2023
Svb Wealth LLC

Boston, MA
SELL
 -
-41
- 0.29%
$1.41K - $1.53K
14.2K $737K
Nov 13, 2023 Q3 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-47
- 3.09%
$1.61K - $1.75K
1.47K $76.8K
Nov 03, 2023 Q3 2023
Ever Source Wealth Advisors, LLC

SELL
 -
-50
- 2.31%
$1.72K - $1.87K
2.12K $110K
Oct 19, 2023 Q3 2023
Clarius Group, LLC

Seattle, WA
SELL
 -
-70
- 0.34%
$2.4K - $2.61K
20.3K $1.06M
Nov 09, 2023 Q3 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-107
- 5.75%
$3.67K - $3.99K
1.75K $91.3K
Nov 08, 2023 Q3 2023
Cornerstone Planning Group LLC

Fairfield, NJ
SELL
 -
-114
- 50.0%
$3.91K - $4.26K
114 $5.94K
Oct 10, 2023 Q3 2023
Dentgroup LLC

SELL
 -
-143
- 1.22%
$4.91K - $5.34K
11.6K $602K
Nov 09, 2023 Q3 2023
Betterment LLC

New York, NY
SELL
 -
-145
- 1.39%
$4.98K - $5.41K
10.3K $537K
Nov 13, 2023 Q3 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-162
- 0.78%
$5.56K - $6.05K
20.5K $1.07M
Nov 13, 2023 Q3 2023
Sugarloaf Wealth Management, LLC

SELL
 -
-236
- 4.91%
$8.1K - $8.81K
4.57K $238K
Nov 14, 2023 Q3 2023
Advisory Services Network, LLC

SELL
 -
-256
- 4.12%
$8.79K - $9.56K
5.96K $311K
Nov 13, 2023 Q3 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-267
- 6.38%
$9.17K - $9.97K
3.92K $204K
Nov 03, 2023 Q3 2023
Org Partners LLC

Roanoke, IN
SELL
 -
-273
- 21.79%
$9.37K - $10.2K
980 $51K
Nov 08, 2023 Q3 2023
Sowell Financial Services LLC

North Little Rock, AR
SELL
 -
-274
- 1.84%
$9.41K - $10.2K
14.6K $762K
Nov 13, 2023 Q3 2023
Agf Management LTD

Toronto Ontario Canada, A6
SELL
 -
-300
- 3.75%
$10.3K - $11.2K
7.7K $401K
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-321
- 0.63%
$11K - $12K
50.3K $2.62M
Oct 10, 2023 Q3 2023
Uma Financial Services, Inc.

SELL
 -
-342
- 2.78%
$11.7K - $12.8K
12K $624K
Jan 12, 2024 Q3 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-383
- 3.28%
$13.1K - $14.3K
11.3K $588K
Nov 02, 2023 Q3 2023
Venturi Wealth Management, LLC

Austin, TX
SELL
 -
-435
- 4.25%
$14.9K - $16.2K
9.8K $510K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

SELL
 -
-452
- 2.02%
$15.5K - $16.9K
21.9K $1.14M
Nov 14, 2023 Q3 2023
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-521
- 2.78%
$17.9K - $19.4K
18.2K $948K
Nov 09, 2023 Q3 2023
Fiera Capital Corp

Montreal, A8
SELL
 -
-557
- 3.08%
$19.1K - $20.8K
17.5K $912K
Oct 18, 2023 Q3 2023
Strategic Blueprint, LLC

Atlanta, GA
SELL
 -
-587
- 3.42%
$20.2K - $21.9K
16.6K $862K
Nov 14, 2023 Q3 2023
Wedbush Securities Inc

SELL
 -
-589
- 8.91%
$20.2K - $22K
6.02K $314K
Nov 06, 2023 Q3 2023
Wrapmanager Inc

SELL
 -
-604
- 4.81%
$20.7K - $22.5K
12K $623K
Oct 26, 2023 Q3 2023
Comerica Securities,Inc.

SELL
 -
-606
- 6.55%
$20.8K - $22.6K
8.65K $450K
Nov 07, 2023 Q3 2023
Keystone Financial Services

SELL
 -
-679
- 4.47%
$23.3K - $25.3K
14.5K $755K

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