Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$4.69M - $5.69M
|
137K
$5.84M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26K+ 43.13% |
$891K - $1.08M
|
86.3K
$3.69M
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17KNew |
$583K - $708K
|
17K
$727K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14.2KNew |
$487K - $591K
|
14.2K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13K+ 10.46% |
$444K - $539K
|
137K
$5.85M
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.46KNew |
$290K - $352K
|
8.46K
$361K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.61K+ 4.13% |
$192K - $234K
|
142K
$6.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3KNew |
$182K - $221K
|
5.3K
$227K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.36K+ 8.53% |
$80.8K - $98.1K
|
30K
$1.28M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.97K+ 6.73% |
$67.4K - $81.8K
|
31.2K
$1.33M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 9.93% |
$64.4K - $78.1K
|
20.8K
$889K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$41.4K - $50.2K
|
44.3K
$1.89M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.07% |
$41.3K - $50.1K
|
30.8K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1KNew |
$34.3K - $41.6K
|
1K
$42.8K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
971New |
$33.3K - $40.4K
|
971
$41.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
581+ 5.52% |
$19.9K - $24.2K
|
11.1K
$475K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
564+ 4.1% |
$19.3K - $23.5K
|
14.3K
$612K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
524+ 3.38% |
$18K - $21.8K
|
16K
$685K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
520+ 7.31% |
$17.8K - $21.6K
|
7.63K
$326K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
500+ 6.51% |
$17.1K - $20.8K
|
8.18K
$349K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
442+ 1.62% |
$15.2K - $18.4K
|
27.7K
$1.18M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
358+ 3.74% |
$12.3K - $14.9K
|
9.92K
$424K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
322+ 5.23% |
$11K - $13.4K
|
6.48K
$277K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 15.21% |
$5.24K - $6.36K
|
1.16K
$49.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 1.68% |
$3.43K - $4.16K
|
6.04K
$258K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.22% |
$3.19K - $3.87K
|
7.74K
$331K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.74K - $3.33K
|
80
$3.42K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
66+ 0.98% |
$2.26K - $2.75K
|
6.82K
$292K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 17.75% |
$1.41K - $1.71K
|
272
$11.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 0.3% |
$1.27K - $1.54K
|
12.4K
$530K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32+ 1.15% |
$1.1K - $1.33K
|
2.82K
$120K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10+ 0.2% |
$343 - $416
|
4.92K
$210K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4+ 0.08% |
$137 - $166
|
5.31K
$227K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 2.36% |
$2.57K - $3.12K
|
3.1K
$132K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-147- 6.87% |
$5.04K - $6.12K
|
1.99K
$85.2K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-319- 26.9% |
$10.9K - $13.3K
|
867
$37.1K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-848- 3.58% |
$29.1K - $35.3K
|
22.8K
$977K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 6.5% |
$48.8K - $59.3K
|
20.5K
$876K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.8K- 15.09% |
$96.1K - $117K
|
15.8K
$674K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.81K- 39.11% |
$130K - $158K
|
5.93K
$253K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.31K- 23.93% |
$148K - $179K
|
13.7K
$585K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-4.87K- 1.49% |
$167K - $203K
|
322K
$13.8M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.26K- 6.09% |
$180K - $219K
|
81.1K
$3.47M
|