Purchases and Sales Made in Q4 2023 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 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
Jan 29, 2024 Q4 2023
Org Partners LLC

Roanoke, IN
BUY
 -
172
+ 17.55%
$5.72K - $6.86K
1.15K $60K
Feb 05, 2024 Q4 2023
Financial Advisors, LLC

Andover, MA
BUY
 -
156
+ 0.98%
$5.19K - $6.22K
16K $835K
Feb 14, 2024 Q4 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
154
+ 0.98%
$5.12K - $6.14K
15.9K $826K
Jan 10, 2024 Q4 2023
Marcum Wealth, LLC

BUY
 -
139
+ 1.01%
$4.62K - $5.55K
13.9K $722K
Jan 30, 2024 Q4 2023
Bourgeon Capital Management LLC

BUY
 -
135
+ 10.11%
$4.49K - $5.39K
1.47K $76.6K
Jan 25, 2024 Q4 2023
Strategic Blueprint, LLC

Atlanta, GA
BUY
 -
109
+ 0.66%
$3.62K - $4.35K
16.7K $868K
Feb 14, 2024 Q4 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
69
+ 0.02%
$2.29K - $2.75K
283K $14.8M
Feb 08, 2024 Q4 2023
Tortoise Investment Management, LLC

BUY
 -
60
+ 0.88%
$1.99K - $2.39K
6.88K $358K
Jan 18, 2024 Q4 2023
Trevian Wealth Management LLC

BUY
 -
58
+ 0.79%
$1.93K - $2.31K
7.39K $385K
Feb 06, 2024 Q4 2023
Signature Resources Capital Management, LLC

Newport Beach, CA
BUY
 -
53
New
$1.76K - $2.11K
53 $2.76K
Jan 26, 2024 Q4 2023
Morton Brown Family Wealth, LLC

BUY
 -
30
+ 11.81%
$997 - $1.2K
284 $14.8K
Jan 24, 2024 Q4 2023
Stratos Wealth Advisors, LLC

BUY
 -
28
+ 0.19%
$931 - $1.12K
14.9K $778K
Feb 13, 2024 Q4 2023
Qube Research & Technologies LTD

London, X0
BUY
 -
20
New
$665 - $798
20 $1.04K
Jan 10, 2024 Q4 2023
Baker Tilly Wealth Management, LLC

BUY
 -
17
+ 0.27%
$565 - $678
6.27K $326K
Feb 14, 2024 Q4 2023
Comerica Bank

BUY
 -
11
+ 0.3%
$366 - $439
3.69K $192K
Jan 29, 2024 Q4 2023
Clarius Group, LLC

Seattle, WA
BUY
 -
9
+ 0.04%
$299 - $359
20.3K $1.06M
Feb 12, 2024 Q4 2023
Lgt Financial Advisors LLC

Dallas, TX
BUY
 -
2
+ 0.9%
$66.5 - $79.8
224 $11.7K
Feb 14, 2024 Q4 2023
Koesten, Hirschmann & Crabtree, Inc.

Overland Park, KS
BUY
 -
2
+ 0.85%
$66.5 - $79.8
238 $12.4K
Jan 31, 2024 Q4 2023
Oliver Lagore Vanvalin Investment Group

Flint, MI
SELL
 -
-3
- 0.17%
$99.7 - $120
1.75K $91.2K
Feb 01, 2024 Q4 2023
Aspire Private Capital, LLC

SELL
 -
-10
- 2.46%
$332 - $399
396 $20.6K
Jan 30, 2024 Q4 2023
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-13
- 0.33%
$432 - $519
3.91K $203K
May 15, 2024 Q4 2023
Global Financial Private Client, LLC

Sarasota, FL
SELL
 -
-20
- 4.81%
$665 - $798
396 $20.6K
Feb 09, 2024 Q4 2023
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-23
- 1.56%
$765 - $918
1.45K $75.6K
Jan 19, 2024 Q4 2023
Advisor Net Financial, Inc

SELL
 -
-37
- 1.83%
$1.23K - $1.48K
1.98K $103K
Feb 29, 2024 Q4 2023
Tortoise Investment Management, LLC

SELL
 -
-60
- 0.87%
$1.99K - $2.39K
6.82K $355K
Jan 23, 2024 Q4 2023
Wealth Shield Partners, LLC

Cary, NC
SELL
 -
-112
- 7.45%
$3.72K - $4.47K
1.39K $72.4K
Jan 19, 2024 Q4 2023
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-113
- 0.68%
$3.76K - $4.51K
16.6K $864K
Jan 30, 2024 Q4 2023
Wealth Enhancement Advisory Services, LLC

SELL
 -
-119
- 0.96%
$3.96K - $4.75K
12.2K $638K
Feb 14, 2024 Q4 2023
Tcwp LLC

Tampa, FL
SELL
 -
-137
- 0.55%
$4.55K - $5.47K
24.8K $1.29M
Feb 12, 2024 Q4 2023
Mount Yale Investment Advisors, LLC

SELL
 -
-151
- 0.78%
$5.02K - $6.02K
19.1K $997K
Feb 09, 2024 Q4 2023
Orion Portfolio Solutions, LLC

SELL
 -
-224
- 1.37%
$7.45K - $8.94K
16.2K $842K
Feb 06, 2024 Q4 2023
Lincoln National Corp

SELL
 -
-231
- 2.76%
$7.68K - $9.22K
8.14K $424K
Feb 13, 2024 Q4 2023
Ascent Group, LLC

SELL
 -
-260
- 2.27%
$8.64K - $10.4K
11.2K $583K
Jan 23, 2024 Q4 2023
Uma Financial Services, Inc.

SELL
 -
-262
- 2.19%
$8.71K - $10.5K
11.7K $610K
Feb 13, 2024 Q4 2023
Northwestern Mutual Wealth Management CO

SELL
 -
-280
- 2.05%
$9.31K - $11.2K
13.4K $696K
Jan 23, 2024 Q4 2023
Tempus Wealth Planning, LLC

SELL
 -
-280
- 4.48%
$9.31K - $11.2K
5.97K $311K
Jul 17, 2024 Q4 2023
Kelly Financial Services LLC

Braintree, MA
SELL
 -
-292
- 78.28%
$9.71K - $11.7K
81 $4.22K
Feb 14, 2024 Q4 2023
Kestra Advisory Services, LLC

SELL
 -
-312
- 1.03%
$10.4K - $12.4K
29.9K $1.56M
Jan 10, 2024 Q4 2023
Creative Financial Designs Inc

SELL
 -
-315
- 6.54%
$10.5K - $12.6K
4.5K $234K
Feb 07, 2024 Q4 2023
Avantax Advisory Services, Inc.

SELL
 -
-374
- 1.57%
$12.4K - $14.9K
23.4K $1.22M
Feb 12, 2024 Q4 2023
Wedbush Securities Inc

SELL
 -
-435
- 7.22%
$14.5K - $17.4K
5.59K $291K
Feb 14, 2024 Q4 2023
Aufman Associates Inc

Sewickley, PA
SELL
 -
-452
- 3.23%
$15K - $18K
13.6K $706K
Feb 14, 2024 Q4 2023
Regal Investment Advisors LLC

Kentwood, MI
SELL
 -
-520
- 2.53%
$17.3K - $20.7K
20K $1.04M
Jan 12, 2024 Q4 2023
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-523
- 4.63%
$17.4K - $20.9K
10.8K $561K
Feb 09, 2024 Q4 2023
Betterment LLC

New York, NY
SELL
 -
-591
- 5.74%
$19.6K - $23.6K
9.71K $506K
Jan 26, 2024 Q4 2023
Cerity Partners LLC

New York, NY
SELL
 -
-674
- 1.48%
$22.4K - $26.9K
44.8K $2.33M
Jan 16, 2024 Q4 2023
Raymond James & Associates

St Petersburg, FL
SELL
 -
-781
- 3.41%
$26K - $31.2K
22.1K $1.15M
Feb 15, 2024 Q4 2023
Townsquare Capital LLC

SELL
 -
-885
- 5.18%
$29.4K - $35.3K
16.2K $843K
Jan 30, 2024 Q4 2023
Keel Point, LLC

Huntsville, AL
SELL
 -
-1.12K
- 16.96%
$37.1K - $44.5K
5.47K $285K

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