Purchases and Sales Made in Q4 2024 in Ishares Esg Advanced Msci Usa (USXF)
This table provides information about the institutional ownership of Ishares Esg Advanced Msci Usa (USXF) during Q4 2024. 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 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
130K+ 64.05% |
$6.3M - $6.83M
|
333K
$16.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
67.8K+ 17.12% |
$3.28M - $3.56M
|
464K
$23.4M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
24.1KNew |
$1.17M - $1.27M
|
24.1K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
20.3KNew |
$985K - $1.07M
|
20.3K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Oregon Pacific Wealth Management, LLC
Medford, OR |
BUY
|
- |
13.5KNew |
$653K - $709K
|
13.5K
$679K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.2K+ 15.59% |
$591K - $641K
|
90.5K
$4.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Attessa Capital LLC
Tucson, AZ |
BUY
|
- |
11.3KNew |
$549K - $595K
|
11.3K
$570K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11K+ 81.02% |
$531K - $576K
|
24.5K
$1.23M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.88K+ 27.22% |
$430K - $467K
|
41.5K
$2.09M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.61K+ 30.39% |
$417K - $453K
|
37K
$1.86M
|
|
|
Jan 24, 2025
Q4 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
8.11K+ 7.24% |
$393K - $426K
|
120K
$6.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.88K+ 5.95% |
$382K - $414K
|
140K
$7.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
6.91K+ 33.72% |
$335K - $363K
|
27.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
6.66KNew |
$323K - $350K
|
6.66K
$335K
|
|
|
Jan 29, 2025
Q4 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
5.84KNew |
$283K - $307K
|
5.84K
$294K
|
|
|
Jan 24, 2025
Q4 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
5.8K+ 8.37% |
$281K - $305K
|
75.2K
$3.79M
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
5.31K+ 6.2% |
$257K - $279K
|
90.9K
$4.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
4.91K+ 2.34% |
$238K - $258K
|
214K
$10.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
4.83KNew |
$234K - $254K
|
4.83K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.67KNew |
$226K - $245K
|
4.67K
$235K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
4.38KNew |
$212K - $230K
|
4.38K
$221K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.31KNew |
$209K - $226K
|
4.31K
$217K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
4.22KNew |
$204K - $222K
|
4.22K
$212K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
4.04KNew |
$196K - $213K
|
4.04K
$204K
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
3.73K+ 13.49% |
$180K - $196K
|
31.3K
$1.58M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
3KNew |
$145K - $158K
|
3K
$151K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.2K+ 5.83% |
$106K - $115K
|
39.9K
$2.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Jb Capital LLC
|
BUY
|
- |
2.08K+ 43.21% |
$101K - $109K
|
6.89K
$347K
|
|
|
Jan 21, 2025
Q4 2024
|
Stewardship Advisors, LLC
|
BUY
|
- |
1.94K+ 17.58% |
$94.1K - $102K
|
13K
$655K
|
|
|
Jan 22, 2025
Q4 2024
|
West Wealth Group, LLC
|
BUY
|
- |
1.91K+ 17.42% |
$92.6K - $100K
|
12.9K
$649K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
1.62K+ 2.01% |
$78.6K - $85.3K
|
82.4K
$4.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.45K+ 18.7% |
$70.1K - $76K
|
9.18K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1.41K+ 247.37% |
$68.3K - $74.1K
|
1.98K
$99.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.12K+ 25.59% |
$54.1K - $58.7K
|
5.48K
$276K
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.07K+ 14.36% |
$51.9K - $56.4K
|
8.54K
$430K
|
|
|
Jan 15, 2025
Q4 2024
|
Atwater Malick LLC
|
BUY
|
- |
990+ 1.47% |
$48K - $52K
|
68.2K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
892+ 15.15% |
$43.2K - $46.9K
|
6.78K
$342K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
879+ 25.34% |
$42.6K - $46.2K
|
4.35K
$219K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
823+ 9.88% |
$39.9K - $43.3K
|
9.15K
$461K
|
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
667New |
$32.3K - $35.1K
|
667
$33.6K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
606+ 8.71% |
$29.4K - $31.9K
|
7.56K
$381K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
590+ 12.89% |
$28.6K - $31K
|
5.17K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
543+ 7.65% |
$26.3K - $28.5K
|
7.64K
$385K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
500+ 1.27% |
$24.2K - $26.3K
|
40K
$2.01M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
460+ 10.59% |
$22.3K - $24.2K
|
4.8K
$242K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
450+ 25.0% |
$21.8K - $23.7K
|
2.25K
$113K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
441+ 2.17% |
$21.4K - $23.2K
|
20.8K
$1.05M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
414+ 28.89% |
$20.1K - $21.8K
|
1.85K
$93.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
400+ 1.61% |
$19.4K - $21K
|
25.2K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
372+ 6.65% |
$18K - $19.6K
|
5.97K
$301K
|