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
$5.92M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.1KNew |
$3.33M - $4.04M
|
97.1K
$4.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.8K+ 9.85% |
$1.81M - $2.2M
|
588K
$25.5M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.61M - $1.95M
|
46.8K
$2.03M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 13.45% |
$1.16M - $1.41M
|
287K
$12.4M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26K+ 43.13% |
$891K - $1.08M
|
86.3K
$3.74M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 13.71% |
$888K - $1.08M
|
215K
$9.29M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22KNew |
$754K - $915K
|
22K
$952K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.4KNew |
$699K - $848K
|
20.4K
$883K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17KNew |
$583K - $708K
|
17K
$736K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
14.5KNew |
$497K - $603K
|
14.5K
$627K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14.2KNew |
$487K - $591K
|
14.2K
$615K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13K+ 10.46% |
$444K - $539K
|
137K
$5.93M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$420K - $509K
|
12.2K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 133.11% |
$364K - $441K
|
18.6K
$804K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.99KNew |
$308K - $374K
|
8.99K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
8.71KNew |
$299K - $362K
|
8.71K
$377K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.46KNew |
$290K - $352K
|
8.46K
$366K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.98K+ 22.74% |
$274K - $332K
|
43.1K
$1.86M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74K+ 126.22% |
$265K - $322K
|
13.9K
$600K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.49K+ 38.62% |
$257K - $312K
|
26.9K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.39KNew |
$253K - $307K
|
7.39K
$320K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.22KNew |
$213K - $259K
|
6.22K
$269K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.68K+ 1.07% |
$195K - $236K
|
535K
$23.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.68K+ 40.84% |
$195K - $236K
|
19.6K
$848K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.61K+ 4.13% |
$192K - $234K
|
142K
$6.13M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3KNew |
$182K - $221K
|
5.3K
$229K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.15KNew |
$176K - $214K
|
5.15K
$223K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.03K+ 14.79% |
$173K - $209K
|
39.1K
$1.69M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.2K+ 37.59% |
$110K - $133K
|
11.7K
$508K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17K+ 17.64% |
$109K - $132K
|
21.1K
$915K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.01K+ 48.39% |
$103K - $125K
|
9.23K
$400K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 14.34% |
$99.3K - $120K
|
23.1K
$1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 26.47% |
$81.3K - $98.7K
|
11.3K
$491K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.36K+ 8.53% |
$80.8K - $98.1K
|
30K
$1.3M
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.27K+ 158.95% |
$77.6K - $94.2K
|
3.69K
$160K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 16.85% |
$74.6K - $90.5K
|
15.1K
$653K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.97K+ 6.73% |
$67.4K - $81.8K
|
31.2K
$1.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 9.93% |
$64.4K - $78.1K
|
20.8K
$900K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.8K+ 5.1% |
$61.7K - $74.8K
|
37.1K
$1.6M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.48K+ 6.88% |
$50.8K - $61.7K
|
23K
$997K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 44.59% |
$47.8K - $57.9K
|
4.52K
$196K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 11.77% |
$45.5K - $55.2K
|
12.6K
$545K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$41.4K - $50.2K
|
44.3K
$1.92M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.07% |
$41.3K - $50.1K
|
30.8K
$1.33M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.39% |
$39.4K - $47.8K
|
19.1K
$828K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 571.43% |
$34.3K - $41.6K
|
1.18K
$50.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1KNew |
$34.3K - $41.6K
|
1K
$43.3K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
971New |
$33.3K - $40.4K
|
971
$42K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
955+ 7.14% |
$32.7K - $39.7K
|
14.3K
$621K
|