Purchases and Sales Made in Q1 2025 in Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
124KNew |
$4.76M - $5.46M
|
124K
$4.99M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.1K+ 87.45% |
$3.38M - $3.88M
|
189K
$7.6M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.2K+ 14.3% |
$2.54M - $2.92M
|
529K
$21.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.3K+ 6.0% |
$1.16M - $1.34M
|
536K
$21.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.4K+ 12.69% |
$1.09M - $1.25M
|
253K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
27.2KNew |
$1.05M - $1.2M
|
27.2K
$1.1M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$776K - $890K
|
20.2K
$814K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.7K+ 5773.2% |
$679K - $778K
|
18K
$724K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.6K+ 41.2% |
$676K - $775K
|
60.3K
$2.43M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.8K+ 23.95% |
$644K - $739K
|
86.8K
$3.5M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.8K+ 86.94% |
$608K - $697K
|
34K
$1.37M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.6K+ 71.93% |
$562K - $644K
|
35K
$1.41M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 49.0% |
$533K - $611K
|
42.2K
$1.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
11.3K+ 9.09% |
$435K - $499K
|
136K
$5.48M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.86K+ 108.83% |
$379K - $434K
|
18.9K
$762K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9.77KNew |
$375K - $430K
|
9.77K
$393K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8.07K+ 10.3% |
$310K - $355K
|
86.4K
$3.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Affiance Financial, LLC
|
BUY
|
- |
7.84K+ 36.63% |
$301K - $345K
|
29.2K
$1.18M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.55K+ 462.46% |
$252K - $289K
|
7.97K
$321K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
6.22KNew |
$239K - $274K
|
6.22K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.18K+ 35.31% |
$237K - $272K
|
23.7K
$954K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
5.94KNew |
$228K - $262K
|
5.94K
$239K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.92K+ 40.51% |
$189K - $217K
|
17.1K
$687K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.76K+ 2.26% |
$183K - $210K
|
216K
$8.69M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 25.48% |
$151K - $174K
|
19.4K
$781K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.15K+ 21.24% |
$121K - $139K
|
18K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.97K+ 9.93% |
$114K - $131K
|
32.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 43.66% |
$105K - $120K
|
8.97K
$361K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.61K+ 44.03% |
$100K - $115K
|
8.52K
$343K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.57K+ 14.94% |
$98.6K - $113K
|
19.7K
$795K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 89.73% |
$91K - $104K
|
5.01K
$202K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.3K+ 12.35% |
$88.2K - $101K
|
20.9K
$842K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.03K+ 18.66% |
$78K - $89.5K
|
12.9K
$520K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.03K+ 1.38% |
$78K - $89.4K
|
149K
$6.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.94K+ 37.42% |
$74.4K - $85.3K
|
7.11K
$287K
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.78K+ 6.38% |
$68.2K - $78.2K
|
29.6K
$1.19M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$61.5K - $70.5K
|
1.6K
$64.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.48K+ 15.34% |
$56.9K - $65.3K
|
11.1K
$449K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.26K+ 14.91% |
$48.5K - $55.6K
|
9.73K
$392K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.11K+ 21.34% |
$42.8K - $49.1K
|
6.33K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.07K+ 18.05% |
$41.1K - $47.1K
|
6.99K
$282K
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
998+ 25.5% |
$38.3K - $44K
|
4.91K
$198K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
856+ 10.89% |
$32.9K - $37.7K
|
8.72K
$351K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
850+ 2.41% |
$32.6K - $37.5K
|
36.2K
$1.46M
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
799+ 10.24% |
$30.7K - $35.2K
|
8.6K
$347K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
750+ 2.79% |
$28.8K - $33K
|
27.7K
$1.11M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
517+ 4.37% |
$19.9K - $22.8K
|
12.4K
$498K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
476+ 3.58% |
$18.3K - $21K
|
13.8K
$554K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
456+ 4.51% |
$17.5K - $20.1K
|
10.6K
$425K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
450+ 17.65% |
$17.3K - $19.8K
|
3K
$121K
|