Purchases and Sales Made in Q4 2022 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2022. 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 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
337KNew |
$9.35M - $10.9M
|
337K
$17.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
151K+ 426.8% |
$4.18M - $4.9M
|
186K
$9.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
64.8K+ 35.33% |
$1.8M - $2.1M
|
248K
$12.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
BUY
|
- |
60.5K+ 10.88% |
$1.68M - $1.96M
|
616K
$32.1M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
42.7KNew |
$1.18M - $1.39M
|
42.7K
$2.23M
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
40.3K+ 135.81% |
$1.12M - $1.31M
|
70K
$3.64M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
36.5KNew |
$1.01M - $1.18M
|
36.5K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
36.4KNew |
$1.01M - $1.18M
|
36.4K
$1.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
35.5K+ 1658.88% |
$984K - $1.15M
|
37.6K
$1.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
32.3K+ 27.44% |
$896K - $1.05M
|
150K
$7.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
31.6K+ 195.8% |
$877K - $1.03M
|
47.8K
$2.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26K+ 61.95% |
$722K - $845K
|
68.1K
$3.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.2KNew |
$589K - $690K
|
21.2K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
19.7K+ 34.59% |
$546K - $639K
|
76.6K
$3.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
BUY
|
- |
19.1K+ 10.2% |
$529K - $620K
|
206K
$10.7M
|
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
18.5KNew |
$512K - $599K
|
18.5K
$962K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
17.6K+ 14.93% |
$487K - $570K
|
135K
$7.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
16K+ 200.94% |
$444K - $520K
|
24K
$1.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
15.4KNew |
$428K - $501K
|
15.4K
$804K
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
14.8K+ 5.93% |
$409K - $479K
|
264K
$13.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
13.6K+ 557.96% |
$378K - $443K
|
16.1K
$838K
|
|
|
Jan 30, 2023
Q4 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
13.5K+ 11.47% |
$374K - $438K
|
131K
$6.83M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
12.8K+ 41.85% |
$354K - $414K
|
43.3K
$2.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
11.7KNew |
$325K - $380K
|
11.7K
$610K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
10.7K+ 13.97% |
$298K - $349K
|
87.7K
$4.57M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
10.5K+ 22.95% |
$292K - $342K
|
56.5K
$2.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
9.5K+ 68.48% |
$263K - $308K
|
23.4K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
9.32KNew |
$258K - $303K
|
9.32K
$486K
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.94K+ 11.93% |
$248K - $290K
|
83.9K
$4.37M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
8.82K+ 118.09% |
$244K - $286K
|
16.3K
$848K
|
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
8.71KNew |
$241K - $283K
|
8.71K
$454K
|
|
|
Feb 13, 2023
Q4 2022
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
8.21K+ 47.41% |
$227K - $266K
|
25.5K
$1.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
8KNew |
$222K - $260K
|
8K
$417K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.95K+ 35.89% |
$220K - $258K
|
30.1K
$1.57M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.94K+ 36.39% |
$220K - $258K
|
29.7K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.85K+ 0.12% |
$218K - $255K
|
6.49M
$338M
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
7.84KNew |
$217K - $255K
|
7.84K
$408K
|
|
|
Jan 23, 2023
Q4 2022
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
7.77KNew |
$215K - $252K
|
7.77K
$404K
|
|
|
Feb 13, 2023
Q4 2022
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
7.07KNew |
$196K - $229K
|
7.07K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6.83KNew |
$189K - $222K
|
6.83K
$356K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
6.71KNew |
$186K - $218K
|
6.71K
$349K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.8KNew |
$161K - $188K
|
5.8K
$302K
|
|
|
Feb 07, 2023
Q4 2022
|
Ma Private Wealth
|
BUY
|
- |
5.05K+ 39.12% |
$140K - $164K
|
18K
$935K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.02K+ 27.03% |
$139K - $163K
|
23.6K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.67K+ 1281.87% |
$129K - $151K
|
5.03K
$262K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
4.4K+ 27.72% |
$122K - $143K
|
20.3K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3.92KNew |
$109K - $127K
|
3.92K
$204K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
3.36K+ 88.75% |
$93.2K - $109K
|
7.15K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.11K+ 7.5% |
$86.3K - $101K
|
44.6K
$2.32M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
2.9KNew |
$80.4K - $94.1K
|
2.9K
$151K
|