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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
903+ 1.22% |
$31K - $37.6K
|
75.1K
$3.27M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
851+ 3.01% |
$29.2K - $35.4K
|
29.1K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
850+ 4.07% |
$29.1K - $35.4K
|
21.7K
$947K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
823New |
$28.2K - $34.2K
|
823
$35.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
725+ 6.51% |
$24.9K - $30.2K
|
11.9K
$517K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
681+ 2.26% |
$23.3K - $28.3K
|
30.8K
$1.34M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
581+ 5.52% |
$19.9K - $24.2K
|
11.1K
$483K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
564+ 4.1% |
$19.3K - $23.5K
|
14.3K
$623K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
524+ 3.38% |
$18K - $21.8K
|
16K
$698K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
520+ 7.31% |
$17.8K - $21.6K
|
7.63K
$332K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
500+ 6.51% |
$17.1K - $20.8K
|
8.18K
$356K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
442+ 29.1% |
$15.2K - $18.4K
|
1.96K
$85.4K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
442+ 1.62% |
$15.2K - $18.4K
|
27.7K
$1.21M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
358+ 3.74% |
$12.3K - $14.9K
|
9.92K
$432K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
322+ 5.23% |
$11K - $13.4K
|
6.48K
$282K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300+ 0.86% |
$10.3K - $12.5K
|
35.3K
$1.54M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
278+ 2.85% |
$9.53K - $11.6K
|
10K
$437K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 15.21% |
$5.24K - $6.36K
|
1.16K
$50.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 1.68% |
$3.43K - $4.16K
|
6.04K
$263K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.22% |
$3.19K - $3.87K
|
7.74K
$337K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.74K - $3.33K
|
80
$3.48K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
66+ 0.98% |
$2.26K - $2.75K
|
6.82K
$297K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
49+ 6.77% |
$1.68K - $2.04K
|
773
$33.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
41+ 17.75% |
$1.41K - $1.71K
|
272
$11.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 0.3% |
$1.27K - $1.54K
|
12.4K
$540K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$1.23K - $1.5K
|
36
$1.57K
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32+ 1.15% |
$1.1K - $1.33K
|
2.82K
$123K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
25+ 0.99% |
$857 - $1.04K
|
2.54K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12+ 0.49% |
$411 - $499
|
2.44K
$106K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 20.75% |
$377 - $458
|
64
$2.79K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10+ 0.2% |
$343 - $416
|
4.92K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 0.31% |
$274 - $333
|
2.59K
$113K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7+ 0.05% |
$240 - $291
|
15.5K
$673K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4+ 0.08% |
$137 - $166
|
5.31K
$231K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.31% |
$137 - $166
|
1.31K
$56.8K
|
|
|
Aug 04, 2025
Q2 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$68.6 - $83.2
|
678
$29.5K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.48% |
$34.3 - $41.6
|
210
$9.14K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.82% |
$34.3 - $41.6
|
123
$5.36K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.35% |
$34.3 - $41.6
|
24
$1.04K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 2.36% |
$2.57K - $3.12K
|
3.1K
$135K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 0.76% |
$2.81K - $3.41K
|
10.7K
$467K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-147- 6.87% |
$5.04K - $6.12K
|
1.99K
$86.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-184- 2.14% |
$6.31K - $7.65K
|
8.42K
$367K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 0.72% |
$8.06K - $9.78K
|
32.3K
$1.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-246- 1.25% |
$8.43K - $10.2K
|
19.5K
$849K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-319- 26.9% |
$10.9K - $13.3K
|
867
$37.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-754- 4.94% |
$25.8K - $31.4K
|
14.5K
$632K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-776- 11.92% |
$26.6K - $32.3K
|
5.73K
$250K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-814- 3.74% |
$27.9K - $33.9K
|
21K
$912K
|