Purchases and Sales Made in Q4 2021 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
954K+ 15.16% |
$34.2M - $38M
|
7.25M
$374M
|
|
|
Feb 03, 2022
Q4 2021
|
Sharkey, Howes & Javer
|
BUY
|
- |
156K+ 360.04% |
$5.61M - $6.23M
|
200K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
121KNew |
$4.32M - $4.8M
|
121K
$6.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
79.8K+ 30.43% |
$2.86M - $3.18M
|
342K
$17.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
79.3KNew |
$2.85M - $3.16M
|
79.3K
$4.1M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
52.8K+ 15.08% |
$1.89M - $2.1M
|
403K
$20.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
50.3K+ 1862.54% |
$1.8M - $2M
|
53K
$2.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50KNew |
$1.79M - $1.99M
|
50K
$2.58M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
36.5KNew |
$1.31M - $1.45M
|
36.5K
$1.89M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
35.3K+ 12.33% |
$1.27M - $1.41M
|
322K
$16.6M
|
|
|
Jan 10, 2022
Q4 2021
|
Impac Tfolio, LLC
|
BUY
|
- |
32.7KNew |
$1.17M - $1.3M
|
32.7K
$1.69M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
29.9KNew |
$1.07M - $1.19M
|
29.9K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
27.2K+ 43.86% |
$977K - $1.09M
|
89.4K
$4.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.2KNew |
$905K - $1.01M
|
25.2K
$1.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Keystone Financial Services
|
BUY
|
- |
24.9KNew |
$893K - $991K
|
24.9K
$1.28M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
22.1KNew |
$794K - $882K
|
22.1K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Capital Cs Group, LLC
|
BUY
|
- |
22K+ 144.54% |
$789K - $877K
|
37.2K
$1.92M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.8K+ 69.64% |
$781K - $868K
|
53K
$2.74M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
20.7KNew |
$743K - $825K
|
20.7K
$1.07M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18.9KNew |
$677K - $752K
|
18.9K
$975K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
17.6K+ 105.65% |
$633K - $703K
|
34.3K
$1.77M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
16.7KNew |
$601K - $667K
|
16.7K
$865K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
16.1K+ 77.06% |
$578K - $642K
|
37.1K
$1.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5K+ 11.6% |
$557K - $619K
|
149K
$7.72M
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
12.9KNew |
$464K - $515K
|
12.9K
$668K
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
12.9KNew |
$463K - $515K
|
12.9K
$667K
|
|
|
Feb 11, 2022
Q4 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
12.9KNew |
$462K - $513K
|
12.9K
$665K
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
12.7KNew |
$456K - $506K
|
12.7K
$656K
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$409K - $454K
|
11.4K
$588K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
11.4K+ 43.37% |
$408K - $453K
|
37.6K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.4KNew |
$408K - $453K
|
11.4K
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.6KNew |
$382K - $424K
|
10.6K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.6K+ 39.31% |
$381K - $423K
|
37.6K
$1.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
10.4KNew |
$373K - $414K
|
10.4K
$537K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
10.2K+ 8.0% |
$367K - $407K
|
138K
$7.13M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10K+ 30.47% |
$359K - $399K
|
42.8K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.41K+ 28.68% |
$337K - $375K
|
42.2K
$2.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.39K+ 29.0% |
$337K - $374K
|
41.8K
$2.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.19K+ 22.37% |
$330K - $366K
|
50.3K
$2.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
8.32KNew |
$299K - $332K
|
8.32K
$430K
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
8.15KNew |
$292K - $325K
|
8.15K
$421K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.47KNew |
$268K - $297K
|
7.47K
$385K
|
|
|
Feb 10, 2022
Q4 2021
|
Gen Wealth Group, Inc.
|
BUY
|
- |
7.4K+ 53.7% |
$266K - $295K
|
21.2K
$1.09M
|
|
|
Jan 31, 2022
Q4 2021
|
Trevian Wealth Management LLC
|
BUY
|
- |
7.29KNew |
$262K - $291K
|
7.29K
$377K
|
|
|
Feb 09, 2022
Q4 2021
|
Aufman Associates Inc
Sewickley, PA |
BUY
|
- |
6.91KNew |
$248K - $275K
|
6.91K
$357K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.75KNew |
$242K - $269K
|
6.75K
$348K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
6.54K+ 38.74% |
$235K - $261K
|
23.4K
$1.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.19KNew |
$222K - $247K
|
6.19K
$320K
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
5.72K+ 24.28% |
$205K - $228K
|
29.3K
$1.51M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
5.68KNew |
$204K - $226K
|
5.68K
$293K
|