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 02, 2024
Q4 2023
|
Spinnaker Trust
|
SELL
|
- |
-1.25K- 0.73% |
$41.5K - $49.8K
|
169K
$8.8M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.3K- 5.31% |
$43.1K - $51.7K
|
23.1K
$1.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-1.36K- 5.48% |
$45.1K - $54.1K
|
23.4K
$1.22M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.5K- 4.32% |
$49.7K - $59.7K
|
33.1K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.79K- 3.58% |
$59.4K - $71.3K
|
48.1K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.96K- 4.72% |
$65K - $78K
|
39.5K
$2.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.06K- 9.27% |
$68.6K - $82.3K
|
20.2K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.15K- 1.91% |
$71.4K - $85.7K
|
111K
$5.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.44K- 17.24% |
$81.1K - $97.4K
|
11.7K
$610K
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.44K- 7.31% |
$81.2K - $97.5K
|
31K
$1.61M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-3.3K- 4.41% |
$110K - $131K
|
71.5K
$3.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.7K- 7.64% |
$123K - $148K
|
44.7K
$2.33M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.19K- 35.13% |
$206K - $247K
|
11.4K
$595K
|
|
|
Jan 31, 2024
Q4 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-6.48K- 40.6% |
$215K - $259K
|
9.48K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.81K- 51.87% |
$226K - $272K
|
6.32K
$329K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-7.42K- 40.3% |
$247K - $296K
|
11K
$573K
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-8.52K- 12.85% |
$283K - $340K
|
57.8K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-9.4K- 18.11% |
$312K - $375K
|
42.5K
$2.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-11K- 6.68% |
$365K - $438K
|
153K
$7.99M
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-13.1K- 13.91% |
$435K - $523K
|
81.1K
$4.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-14.5K- 46.15% |
$483K - $580K
|
17K
$883K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.7K- 1.1% |
$522K - $626K
|
1.41M
$73.7M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-43.5K- 52.93% |
$1.45M - $1.74M
|
38.7K
$2.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Sharkey, Howes & Javer
|
SELL
|
- |
-67.5K- 51.47% |
$2.24M - $2.69M
|
63.6K
$3.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-68.6K- 1.52% |
$2.28M - $2.74M
|
4.46M
$232M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-88.6K- 13.65% |
$2.94M - $3.53M
|
561K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-151K- 27.23% |
$5.04M - $6.04M
|
405K
$21.1M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.1M- 97.49% |
$36.6M - $44M
|
28.4K
$1.48M
|