Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
258KNew |
$10.7M - $11.5M
|
258K
$11.2M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 14.87% |
$845K - $909K
|
157K
$6.8M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 105.4% |
$435K - $467K
|
20.4K
$882K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.6K+ 67.52% |
$399K - $429K
|
23.8K
$1.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.81KNew |
$241K - $260K
|
5.81K
$251K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$218K - $234K
|
5.24K
$227K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4.68KNew |
$194K - $209K
|
4.68K
$202K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 7.93% |
$102K - $109K
|
33.2K
$1.44M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 10.92% |
$95.1K - $102K
|
23.2K
$1.01M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.02K+ 186.8% |
$84.1K - $90.4K
|
3.11K
$134K
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36K+ 68.25% |
$56.6K - $60.8K
|
3.36K
$145K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.13K+ 12.19% |
$46.8K - $50.3K
|
10.4K
$448K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
794+ 71.02% |
$33K - $35.5K
|
1.91K
$82.8K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
755+ 12.74% |
$31.4K - $33.7K
|
6.68K
$289K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
658+ 0.81% |
$27.4K - $29.4K
|
81.8K
$3.54M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
458+ 2.9% |
$19K - $20.5K
|
16.2K
$703K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
218+ 3.37% |
$9.06K - $9.74K
|
6.69K
$290K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 2.53% |
$8.86K - $9.52K
|
8.63K
$374K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
201+ 3.79% |
$8.36K - $8.98K
|
5.5K
$238K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 1.09% |
$6.57K - $7.06K
|
14.7K
$635K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141+ 87.04% |
$5.86K - $6.3K
|
303
$13.1K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 0.66% |
$5.61K - $6.03K
|
20.6K
$893K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
124+ 1.06% |
$5.16K - $5.54K
|
11.8K
$513K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.83K - $3.04K
|
68
$2.94K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.28% |
$1.46K - $1.56K
|
12.4K
$538K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
24+ 0.28% |
$998 - $1.07K
|
8.48K
$367K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
23+ 0.82% |
$956 - $1.03K
|
2.84K
$123K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.28% |
$873 - $939
|
7.65K
$331K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$416 - $447
|
15.5K
$669K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.06% |
$125 - $134
|
5.32K
$230K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 8.11% |
$125 - $134
|
40
$1.73K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.29% |
$83.2 - $89.4
|
680
$29.4K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.24% |
$83.2 - $89.4
|
825
$35.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-6- 0.52% |
$249 - $268
|
1.15K
$49.9K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.2% |
$915 - $983
|
11.1K
$480K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.12% |
$1.66K - $1.79K
|
32.2K
$1.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-87- 0.31% |
$3.62K - $3.89K
|
27.6K
$1.19M
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-145- 2.13% |
$6.03K - $6.48K
|
6.68K
$289K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-180- 2.07% |
$7.48K - $8.05K
|
8.53K
$369K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-199- 0.87% |
$8.27K - $8.9K
|
22.6K
$980K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-240- 2.02% |
$9.98K - $10.7K
|
11.6K
$503K
|
|
|
Oct 14, 2025
Q3 2025
|
Affiance Financial, LLC
|
SELL
|
- |
-242- 0.78% |
$10.1K - $10.8K
|
31K
$1.34M
|
|
|
Oct 15, 2025
Q3 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-279- 9.0% |
$11.6K - $12.5K
|
2.82K
$122K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-332- 6.45% |
$13.8K - $14.8K
|
4.82K
$208K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-399- 4.58% |
$16.6K - $17.8K
|
8.32K
$360K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-404- 25.25% |
$16.8K - $18.1K
|
1.2K
$51.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-513- 8.24% |
$21.3K - $22.9K
|
5.71K
$247K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-514- 1.79% |
$21.4K - $23K
|
28.3K
$1.22M
|
|
|
Oct 15, 2025
Q3 2025
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-515- 8.53% |
$21.4K - $23K
|
5.52K
$239K
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-532- 1.2% |
$22.1K - $23.8K
|
43.7K
$1.89M
|