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 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-848- 3.58% |
$29.1K - $35.3K
|
22.8K
$995K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 6.5% |
$48.8K - $59.3K
|
20.5K
$892K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.43K- 6.44% |
$48.8K - $59.3K
|
20.7K
$902K
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-1.55K- 15.92% |
$53.1K - $64.4K
|
8.18K
$356K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.09K- 0.97% |
$71.5K - $86.7K
|
214K
$9.31M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 47.29% |
$81.2K - $98.6K
|
2.64K
$115K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.46K- 7.87% |
$84.3K - $102K
|
28.8K
$1.25M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 30.82% |
$92.2K - $112K
|
6.04K
$263K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.8K- 15.09% |
$96.1K - $117K
|
15.8K
$687K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.36K- 3.38% |
$115K - $140K
|
95.8K
$4.17M
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.81K- 39.11% |
$130K - $158K
|
5.93K
$258K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.31K- 23.93% |
$148K - $179K
|
13.7K
$596K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-4.87K- 1.49% |
$167K - $203K
|
322K
$14M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.26K- 6.09% |
$180K - $219K
|
81.1K
$3.53M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.41K- 7.88% |
$185K - $225K
|
63.2K
$2.75M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.46K- 17.27% |
$222K - $269K
|
31K
$1.35M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.45K- 20.18% |
$255K - $310K
|
29.5K
$1.28M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.85K- 9.05% |
$269K - $327K
|
78.9K
$3.44M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.99K- 10.49% |
$274K - $332K
|
68.2K
$2.97M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.12K- 24.66% |
$278K - $338K
|
24.8K
$1.08M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 30.15% |
$436K - $529K
|
29.4K
$1.28M
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13.9K- 9.33% |
$477K - $579K
|
135K
$5.89M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 41.65% |
$516K - $626K
|
21.1K
$919K
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-22.5K- 82.25% |
$773K - $938K
|
4.87K
$212K
|
|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-38.7K- 40.83% |
$1.33M - $1.61M
|
56.1K
$2.44M
|