Purchases and Sales Made in Q4 2022 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 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 14, 2023 Q4 2022
Prudential Financial Inc

Newark, NJ
BUY
 -
2.87K
+ 4.56%
$79.6K - $93.2K
65.7K $3.42M
Jan 19, 2023 Q4 2022
Stratos Wealth Advisors, LLC

BUY
 -
2.8K
+ 29.95%
$77.7K - $91K
12.2K $634K
Dec 18, 2023 Q4 2022
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
2.63K
New
$72.9K - $85.4K
2.63K $137K
Jan 18, 2023 Q4 2022
Crew Capital Management, Ltd.

BUY
 -
2.62K
+ 21.71%
$72.7K - $85.1K
14.7K $765K
Jan 31, 2023 Q4 2022
F

BUY
 -
2.62K
+ 21.71%
$72.7K - $85.1K
14.7K $765K
Feb 01, 2023 Q4 2022
Janney Montgomery Scott LLC

BUY
 -
2.41K
+ 5.36%
$66.7K - $78.2K
47.3K $2.47M
Feb 03, 2023 Q4 2022
Tortoise Investment Management, LLC

BUY
 -
2.11K
+ 66.72%
$58.4K - $68.3K
5.26K $274K
Jan 25, 2023 Q4 2022
Clarius Group, LLC

Seattle, WA
BUY
 -
1.94K
+ 10.53%
$53.9K - $63.1K
20.4K $1.06M
Feb 14, 2023 Q4 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
1.86K
+ 16.93%
$51.4K - $60.2K
12.8K $667K
Jan 12, 2023 Q4 2022
Baystate Wealth Management LLC

BUY
 -
1.8K
New
$49.8K - $58.3K
1.8K $93.5K
Feb 08, 2023 Q4 2022
Belpointe Asset Management LLC

BUY
 -
1.55K
New
$42.9K - $50.2K
1.55K $80.5K
Feb 08, 2023 Q4 2022
Aufman Associates Inc

Sewickley, PA
BUY
 -
1.33K
+ 13.93%
$36.8K - $43.1K
10.9K $565K
Jan 31, 2023 Q4 2022
Kestra Advisory Services, LLC

BUY
 -
1.28K
+ 1.74%
$35.4K - $41.5K
74.5K $3.88M
Feb 08, 2023 Q4 2022
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.21K
+ 4.77%
$33.5K - $39.2K
26.6K $1.38M
Jan 23, 2023 Q4 2022
West Wealth Group, LLC

BUY
 -
1.19K
+ 11.22%
$33K - $38.6K
11.8K $614K
Mar 01, 2023 Q4 2022
Regal Investment Advisors LLC

Kentwood, MI
BUY
 -
1.04K
+ 5.01%
$28.9K - $33.8K
21.8K $1.14M
Feb 08, 2023 Q4 2022
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
870
+ 2.11%
$24.1K - $28.2K
42.1K $2.19M
Jan 27, 2023 Q4 2022
Your Advocates Ltd., LLP

Houston, TX
BUY
 -
870
+ 148.72%
$24.1K - $28.2K
1.46K $75.8K
Jan 24, 2023 Q4 2022
Horst & Graben Wealth Management LLC

BUY
 -
592
+ 0.85%
$16.4K - $19.2K
69.9K $3.64M
Feb 21, 2023 Q4 2022
Cva Family Office, LLC

BUY
 -
526
New
$14.6K - $17.1K
526 $27.4K
Feb 14, 2023 Q4 2022
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
509
New
$14.1K - $16.5K
509 $26.5K
Feb 14, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
453
New
$12.6K - $14.7K
453 $23.6K
Feb 08, 2023 Q4 2022
Orion Portfolio Solutions, LLC

BUY
 -
436
+ 2.45%
$12.1K - $14.2K
18.2K $948K
Jan 31, 2023 Q4 2022
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
412
+ 4.1%
$11.4K - $13.4K
10.5K $544K
Feb 21, 2023 Q4 2022
Northwestern Mutual Wealth Management CO

BUY
 -
379
+ 2.09%
$10.5K - $12.3K
18.5K $964K
Jan 27, 2023 Q4 2022
Jmg Financial Group, Ltd.

BUY
 -
255
+ 1.34%
$7.07K - $8.28K
19.2K $1M
Feb 02, 2023 Q4 2022
Congress Wealth Management LLC

Boston, MA
BUY
 -
221
+ 2.3%
$6.13K - $7.17K
9.85K $513K
Feb 14, 2023 Q4 2022
Patriot Investment Management Inc.

BUY
 -
180
New
$4.99K - $5.84K
180 $9.37K
Feb 10, 2023 Q4 2022
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
170
New
$4.71K - $5.52K
170 $8.85K
Feb 08, 2023 Q4 2022
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
159
+ 4.06%
$4.41K - $5.16K
4.08K $212K
Feb 14, 2023 Q4 2022
Fortis Capital Advisors, LLC

Reno, NV
BUY
 -
144
New
$3.99K - $4.67K
144 $7.5K
Feb 13, 2023 Q4 2022
Mml Investors Services, LLC

Springfield, MA
BUY
 -
132
+ 0.04%
$3.66K - $4.28K
306K $15.9M
Feb 10, 2023 Q4 2022
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
132
+ 1.12%
$3.66K - $4.28K
11.9K $618K
Feb 10, 2023 Q4 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
BUY
 -
92
+ 5.43%
$2.55K - $2.99K
1.79K $93K
Feb 14, 2023 Q4 2022
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
45
+ 0.41%
$1.25K - $1.46K
11.1K $580K
Jan 17, 2023 Q4 2022
Patriot Financial Group Insurance Agency, LLC

BUY
 -
41
+ 0.23%
$1.14K - $1.33K
17.8K $929K
Jan 30, 2023 Q4 2022
Trevian Wealth Management LLC

BUY
 -
25
+ 0.34%
$693 - $812
7.32K $381K
Jul 17, 2024 Q4 2022
Kelly Financial Services LLC

Braintree, MA
BUY
 -
15
+ 5.14%
$416 - $487
307 $16K
May 30, 2023 Q4 2022
Aspire Private Capital, LLC

BUY
 -
14
+ 3.19%
$388 - $454
453 $23.6K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1
+ 0.44%
$27.7 - $32.5
226 $11.8K
Jan 30, 2023 Q4 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Jan 18, 2023 Q4 2022
Rosenberg Matthew Hamilton

SELL
 -
-5
- 11.36%
$139 - $162
39 $2.03K
Feb 13, 2023 Q4 2022
Aptus Capital Advisors, LLC

SELL
 -
-14
- 0.17%
$388 - $454
8.43K $439K
Feb 13, 2023 Q4 2022
Avantax Advisory Services, Inc.

SELL
 -
-28
- 0.19%
$776 - $909
15K $783K
Jan 31, 2023 Q4 2022
Austin Private Wealth, LLC

SELL
 -
-180
- 0.68%
$4.99K - $5.84K
26.1K $1.36M
Jan 25, 2023 Q4 2022
Uma Financial Services, Inc.

SELL
 -
-219
- 1.75%
$6.07K - $7.11K
12.3K $641K
Feb 21, 2023 Q4 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-261
- 1.86%
$7.23K - $8.47K
13.8K $718K
Jan 13, 2023 Q4 2022
Advisor Net Financial, Inc

SELL
 -
-270
- 3.23%
$7.48K - $8.76K
8.1K $422K
Jan 24, 2023 Q4 2022
Park Avenue Securities LLC

SELL
 -
-409
- 0.1%
$11.3K - $13.3K
417K $21.7M

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