Purchases and Sales Made in Q4 2023 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.15KNew |
$171K - $205K
|
5.15K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
5.14KNew |
$171K - $205K
|
5.14K
$267K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.99K+ 11.67% |
$166K - $199K
|
47.8K
$2.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
4.96K+ 0.17% |
$165K - $198K
|
3M
$156M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
4.64K+ 38.79% |
$154K - $185K
|
16.6K
$864K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.46K+ 3.33% |
$148K - $178K
|
138K
$7.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
4.32K+ 6.63% |
$143K - $172K
|
69.4K
$3.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
3.59KNew |
$119K - $143K
|
3.59K
$187K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.28K+ 5.9% |
$109K - $131K
|
58.9K
$3.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
3.19K+ 12.52% |
$106K - $127K
|
28.7K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.92KNew |
$97.1K - $117K
|
2.92K
$152K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.76K+ 12.59% |
$91.7K - $110K
|
24.7K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.75K+ 4.88% |
$91.3K - $110K
|
59.1K
$3.08M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
2.64K+ 28.05% |
$87.7K - $105K
|
12K
$627K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.55KNew |
$84.9K - $102K
|
2.55K
$133K
|
|
|
Jan 04, 2024
Q4 2023
|
Verity Wealth Advisors
|
BUY
|
- |
2.26K+ 10.76% |
$75K - $90.1K
|
23.2K
$1.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
2.15K+ 23.08% |
$71.5K - $85.9K
|
11.5K
$598K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.13K+ 4.24% |
$70.9K - $85.1K
|
52.5K
$2.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
2K+ 5.53% |
$66.5K - $79.8K
|
38.2K
$1.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
1.92K+ 7.44% |
$63.7K - $76.4K
|
27.6K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.79K+ 36.11% |
$59.4K - $71.3K
|
6.74K
$351K
|
|
|
May 23, 2024
Q4 2023
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.68KNew |
$55.7K - $66.8K
|
1.68K
$87.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.6K+ 16.5% |
$53.3K - $64K
|
11.3K
$590K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
1.58K+ 4.51% |
$52.5K - $63K
|
36.6K
$1.91M
|
|
|
Jan 29, 2024
Q4 2023
|
Keystone Financial Services
|
BUY
|
- |
1.4K+ 9.68% |
$46.7K - $56K
|
15.9K
$828K
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.37K+ 5.69% |
$45.4K - $54.5K
|
25.3K
$1.32M
|
|
|
Apr 22, 2024
Q4 2023
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
1.3K+ 0.78% |
$43.1K - $51.8K
|
168K
$8.76M
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
1.29K+ 1.9% |
$42.9K - $51.5K
|
69.4K
$3.61M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.25K+ 15.7% |
$41.5K - $49.8K
|
9.19K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.22K+ 5.96% |
$40.5K - $48.6K
|
21.6K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.09K+ 2.37% |
$36.3K - $43.6K
|
47.2K
$2.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
921+ 15.88% |
$30.6K - $36.7K
|
6.72K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
790+ 5.04% |
$26.3K - $31.5K
|
16.5K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
780New |
$25.9K - $31.1K
|
780
$40.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
688+ 3.78% |
$22.9K - $27.5K
|
18.9K
$984K
|
|
|
Feb 01, 2024
Q4 2023
|
F
|
BUY
|
- |
684+ 4.04% |
$22.7K - $27.3K
|
17.6K
$917K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
BUY
|
- |
684+ 4.04% |
$22.7K - $27.3K
|
17.6K
$917K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
681+ 1.75% |
$22.6K - $27.2K
|
39.6K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
569+ 7.12% |
$18.9K - $22.7K
|
8.57K
$446K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
565+ 2.38% |
$18.8K - $22.5K
|
24.3K
$1.26M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
526New |
$17.5K - $21K
|
526
$27.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
457New |
$15.2K - $18.2K
|
457
$23.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
359+ 0.65% |
$11.9K - $14.3K
|
55.8K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
301New |
$10K - $12K
|
301
$15.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
300+ 3.9% |
$9.97K - $12K
|
8K
$417K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
279+ 2.42% |
$9.27K - $11.1K
|
11.8K
$615K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
274+ 2.8% |
$9.11K - $10.9K
|
10.1K
$524K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
244+ 4.09% |
$8.11K - $9.74K
|
6.21K
$323K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
235+ 1.91% |
$7.81K - $9.38K
|
12.5K
$652K
|
|
|
Feb 09, 2024
Q4 2023
|
Wade Financial Advisory, Inc
|
BUY
|
- |
174+ 2.21% |
$5.78K - $6.94K
|
8.07K
$420K
|