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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-700- 4.22% |
$24K - $26.1K
|
15.9K
$827K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-702- 4.03% |
$24.1K - $26.2K
|
16.7K
$870K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-757- 5.7% |
$26K - $28.3K
|
12.5K
$653K
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-795- 0.47% |
$27.3K - $29.7K
|
170K
$8.86M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-832- 3.26% |
$28.6K - $31.1K
|
24.7K
$1.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-918- 6.95% |
$31.5K - $34.3K
|
12.3K
$640K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-939- 5.92% |
$32.2K - $35.1K
|
14.9K
$777K
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-970- 3.74% |
$33.3K - $36.2K
|
24.9K
$1.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.31K- 12.11% |
$45.1K - $49.1K
|
9.53K
$496K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.35K- 14.46% |
$46.4K - $50.5K
|
8K
$416K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1.44K- 2.07% |
$49.3K - $53.6K
|
68.1K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-1.46K- 5.74% |
$50.2K - $54.5K
|
24K
$1.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-1.56K- 1.62% |
$53.5K - $58.2K
|
94.5K
$4.92M
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.6K- 0.25% |
$54.8K - $59.6K
|
649K
$33.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.7K- 6.51% |
$58.3K - $63.4K
|
24.4K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.74K- 3.04% |
$59.6K - $64.8K
|
55.4K
$2.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-1.91K- 2.49% |
$65.6K - $71.3K
|
74.8K
$3.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-2K- 29.38% |
$68.8K - $74.8K
|
4.82K
$251K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.11K- 5.14% |
$72.3K - $78.6K
|
38.9K
$2.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.18K- 1.94% |
$74.9K - $81.5K
|
111K
$5.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.29K- 14.39% |
$78.7K - $85.5K
|
13.6K
$710K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.7K- 10.82% |
$92.7K - $101K
|
22.2K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-3.29K- 17.08% |
$113K - $123K
|
16K
$831K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-4.12K- 20.08% |
$141K - $154K
|
16.4K
$853K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.2K- 8.55% |
$178K - $194K
|
55.6K
$2.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5.25K- 9.78% |
$180K - $196K
|
48.4K
$2.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.81K- 24.79% |
$199K - $217K
|
17.6K
$918K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.46K- 12.56% |
$256K - $278K
|
51.9K
$2.7M
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-7.7K- 6.39% |
$264K - $287K
|
113K
$5.87M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-15.8K- 8.79% |
$544K - $591K
|
164K
$8.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.9K- 5.93% |
$613K - $667K
|
283K
$14.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-25.6K- 6.06% |
$879K - $956K
|
397K
$20.7M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-44.4K- 10.26% |
$1.52M - $1.66M
|
388K
$20.2M
|
|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.3K- 52.08% |
$1.87M - $2.03M
|
50K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-83.8K- 86.46% |
$2.88M - $3.13M
|
13.1K
$683K
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-99.9K- 3.23% |
$3.43M - $3.73M
|
2.99M
$156M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-113K- 54.47% |
$3.88M - $4.22M
|
94.5K
$4.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.87M- 29.28% |
$64.3M - $70M
|
4.53M
$236M
|