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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
371+ 13.24% |
$14.3K - $16.3K
|
3.17K
$128K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
272+ 2.93% |
$10.4K - $12K
|
9.56K
$385K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
245+ 10.79% |
$9.41K - $10.8K
|
2.52K
$101K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
245New |
$9.41K - $10.8K
|
245
$9.87K
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
230+ 3.52% |
$8.83K - $10.1K
|
6.76K
$272K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
225+ 0.3% |
$8.64K - $9.91K
|
74.2K
$2.99M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
185+ 1.79% |
$7.11K - $8.15K
|
10.5K
$424K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
160New |
$6.15K - $7.05K
|
160
$6.44K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
158+ 1.79% |
$6.07K - $6.96K
|
8.99K
$362K
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
BUY
|
- |
145+ 2.41% |
$5.57K - $6.39K
|
6.15K
$248K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115+ 13.53% |
$4.42K - $5.07K
|
965
$38.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
103+ 16.59% |
$3.96K - $4.54K
|
724
$29.2K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 48.08% |
$2.88K - $3.3K
|
231
$9.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
46+ 0.25% |
$1.77K - $2.03K
|
18.2K
$733K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
34+ 3.14% |
$1.31K - $1.5K
|
1.12K
$45K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10+ 0.41% |
$384 - $441
|
2.43K
$97.9K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.27% |
$269 - $308
|
2.59K
$104K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.25% |
$230 - $264
|
2.4K
$96.6K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.26% |
$154 - $176
|
1.52K
$61.2K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.23% |
$115 - $132
|
1.3K
$52.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$76.8 - $88.1
|
676
$27.2K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$76.8 - $88.1
|
15.4K
$622K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-74- 0.48% |
$2.84K - $3.26K
|
15.3K
$615K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92- 36.22% |
$3.53K - $4.05K
|
162
$6.53K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-159- 2.91% |
$6.11K - $7.01K
|
5.31K
$214K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-205- 0.63% |
$7.87K - $9.03K
|
32.5K
$1.31M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-272- 11.27% |
$10.4K - $12K
|
2.14K
$86.2K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-307- 0.32% |
$11.8K - $13.5K
|
94.9K
$3.82M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 90.16% |
$13K - $14.9K
|
37
$1.49K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 2.16% |
$13.2K - $15.1K
|
15.5K
$625K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 3.18% |
$17.4K - $20K
|
13.8K
$558K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-518- 1.85% |
$19.9K - $22.8K
|
27.4K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-589- 29.25% |
$22.6K - $26K
|
1.43K
$57.4K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-598- 5.24% |
$23K - $26.3K
|
10.8K
$435K
|
|
|
Apr 16, 2025
Q1 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-806- 1.84% |
$31K - $35.5K
|
43K
$1.73M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-823- 8.62% |
$31.6K - $36.3K
|
8.73K
$351K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-825- 82.5% |
$31.7K - $36.3K
|
175
$7.05K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-980- 4.31% |
$37.6K - $43.2K
|
21.8K
$877K
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.01K- 4.41% |
$38.8K - $44.5K
|
21.9K
$883K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.01K- 4.36% |
$38.8K - $44.5K
|
22.1K
$892K
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.23K- 3.18% |
$47.3K - $54.2K
|
37.4K
$1.51M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 4.18% |
$58.8K - $67.4K
|
35.1K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.57K- 6.81% |
$60.4K - $69.3K
|
21.5K
$868K
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 10.68% |
$61.5K - $70.5K
|
13.4K
$539K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.8K- 8.81% |
$68.9K - $79.1K
|
18.6K
$748K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.99K- 5.98% |
$76.3K - $87.5K
|
31.2K
$1.26M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.03K- 23.76% |
$77.9K - $89.4K
|
6.51K
$262K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.43K- 17.75% |
$93.3K - $107K
|
11.3K
$454K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.1K- 10.56% |
$311K - $357K
|
68.6K
$2.77M
|