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 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-618- 7.23% |
$17.1K - $20.1K
|
7.94K
$413K
|
|
|
Feb 14, 2023
Q4 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-778- 3.03% |
$21.6K - $25.3K
|
24.9K
$1.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-796- 58.79% |
$22.1K - $25.8K
|
558
$29.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-1.02K- 7.86% |
$28.4K - $33.2K
|
12K
$624K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.06K- 84.7% |
$29.5K - $34.5K
|
192
$10K
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-1.22K- 24.87% |
$33.8K - $39.6K
|
3.68K
$192K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
SELL
|
- |
-1.32K- 8.87% |
$36.5K - $42.7K
|
13.5K
$705K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.42K- 10.42% |
$39.3K - $46K
|
12.2K
$635K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-2.51K- 8.12% |
$69.6K - $81.5K
|
28.4K
$1.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.57K- 16.97% |
$71.3K - $83.5K
|
12.6K
$655K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.87K- 12.06% |
$79.5K - $93.1K
|
20.9K
$1.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.88K- 10.06% |
$79.9K - $93.5K
|
25.8K
$1.34M
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.91K- 14.26% |
$80.6K - $94.4K
|
17.5K
$911K
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-2.95K- 4.83% |
$81.8K - $95.8K
|
58.1K
$3.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.34K- 3.29% |
$92.4K - $108K
|
98.1K
$5.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
SELL
|
- |
-3.65K- 19.02% |
$101K - $118K
|
15.5K
$809K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.89K- 7.25% |
$108K - $126K
|
49.7K
$2.59M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-3.97K- 6.94% |
$110K - $129K
|
53.2K
$2.77M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-4.46K- 14.02% |
$124K - $145K
|
27.3K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.97K- 8.28% |
$138K - $161K
|
55K
$2.87M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-5.96K- 72.93% |
$165K - $194K
|
2.21K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-6.18K- 25.03% |
$171K - $201K
|
18.5K
$964K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-6.7K- 90.92% |
$186K - $217K
|
669
$34.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-8.01K- 27.26% |
$222K - $260K
|
21.4K
$1.11M
|
|
|
Jan 11, 2023
Q4 2022
|
Verity Wealth Advisors
|
SELL
|
- |
-9.33K- 37.07% |
$259K - $303K
|
15.8K
$825K
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Connections Group, Inc.
|
SELL
|
- |
-11.1K- 7.66% |
$307K - $359K
|
133K
$6.94M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.7K- 20.69% |
$380K - $444K
|
52.5K
$2.73M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-14.7K- 13.0% |
$406K - $476K
|
98.1K
$5.11M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-23.7K- 16.53% |
$657K - $769K
|
120K
$6.23M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-36.1K- 6.7% |
$1M - $1.17M
|
503K
$26.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-108K- 2.86% |
$2.99M - $3.5M
|
3.66M
$191M
|