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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
341+ 4.5% |
$16.5K - $17.9K
|
7.92K
$399K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
337+ 19.24% |
$16.3K - $17.7K
|
2.09K
$105K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
277New |
$13.4K - $14.6K
|
277
$14K
|
|
|
Jan 31, 2025
Q4 2024
|
Buttonwood Financial Group, LLC
|
BUY
|
- |
232+ 2.19% |
$11.2K - $12.2K
|
10.8K
$544K
|
|
|
Jan 22, 2025
Q4 2024
|
Spectrum Planning & Advisory Services Inc.
|
BUY
|
- |
156+ 1.74% |
$7.56K - $8.2K
|
9.1K
$459K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
105+ 11.41% |
$5.09K - $5.52K
|
1.03K
$51.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
75+ 0.2% |
$3.63K - $3.94K
|
37.9K
$1.91M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
66+ 2.26% |
$3.2K - $3.47K
|
2.99K
$151K
|
|
|
Jan 13, 2025
Q4 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
56+ 13.27% |
$2.71K - $2.94K
|
478
$24.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
52+ 39.1% |
$2.52K - $2.73K
|
185
$9.32K
|
|
|
Jan 16, 2025
Q4 2024
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
BUY
|
- |
42+ 0.4% |
$2.03K - $2.21K
|
10.6K
$533K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
33+ 0.52% |
$1.6K - $1.73K
|
6.32K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
27+ 0.11% |
$1.31K - $1.42K
|
23.6K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
24+ 0.35% |
$1.16K - $1.26K
|
6.84K
$344K
|
|
|
Jan 30, 2025
Q4 2024
|
Keystone Financial Services
|
BUY
|
- |
6+ 0.04% |
$291 - $315
|
17K
$857K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.11% |
$96.9 - $105
|
1.88K
$94.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1+ 0.54% |
$48.5 - $52.6
|
186
$9.37K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-11- 1.52% |
$533 - $578
|
713
$35.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Ma Private Wealth
|
SELL
|
- |
-166- 0.7% |
$8.04K - $8.73K
|
23.5K
$1.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-214- 2.27% |
$10.4K - $11.2K
|
9.21K
$464K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-295- 5.19% |
$14.3K - $15.5K
|
5.39K
$271K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-458- 3.74% |
$22.2K - $24.1K
|
11.8K
$593K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-588- 12.0% |
$28.5K - $30.9K
|
4.31K
$217K
|
|
|
Jan 30, 2025
Q4 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-626- 5.05% |
$30.3K - $32.9K
|
11.8K
$592K
|
|
|
Jan 23, 2025
Q4 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
SELL
|
- |
-658- 1.32% |
$31.9K - $34.6K
|
49.1K
$2.47M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.07K- 17.93% |
$51.6K - $56K
|
4.88K
$246K
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-1.65K- 7.36% |
$80.1K - $86.9K
|
20.8K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Shotwell Rutter Baer Inc
Lansing, MI |
SELL
|
- |
-1.83K- 9.12% |
$88.4K - $95.9K
|
18.2K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-1.9K- 14.1% |
$92.2K - $100K
|
11.6K
$584K
|
|
|
Jan 15, 2025
Q4 2024
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-2.2K- 3.4% |
$106K - $115K
|
62.4K
$3.15M
|
|
|
Jan 22, 2025
Q4 2024
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-2.35K- 16.03% |
$114K - $124K
|
12.3K
$621K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.57K- 17.06% |
$125K - $135K
|
12.5K
$630K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.57K- 3.91% |
$125K - $135K
|
63.3K
$3.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-4.3K- 5.68% |
$208K - $226K
|
71.4K
$3.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-4.59K- 95.62% |
$222K - $241K
|
210
$10.6K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-5.97K- 40.51% |
$289K - $314K
|
8.77K
$442K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-6.42K- 21.16% |
$311K - $337K
|
23.9K
$1.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-20.8K- 6.98% |
$1.01M - $1.09M
|
277K
$14M
|