Purchases and Sales Made in Q4 2022 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 Q4 2022. 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, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-610- 25.62% |
$18.5K - $21.3K
|
1.77K
$73.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 2.01% |
$19.2K - $22.1K
|
30.8K
$1.28M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 2.01% |
$19.2K - $22.1K
|
30.8K
$1.28M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.09K- 12.52% |
$32.9K - $37.9K
|
7.6K
$316K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.1K- 2.37% |
$33.4K - $38.5K
|
45.5K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.62K- 9.03% |
$49K - $56.5K
|
16.3K
$679K
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.75K- 17.3% |
$52.9K - $61K
|
8.35K
$348K
|
|
|
Feb 07, 2023
Q4 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-4.33K- 14.93% |
$131K - $151K
|
24.7K
$1.03M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-4.55K- 39.73% |
$138K - $159K
|
6.91K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-8.3K- 27.62% |
$251K - $290K
|
21.7K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-10.7K- 24.21% |
$324K - $374K
|
33.5K
$1.4M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-18.2K- 69.5% |
$551K - $636K
|
7.99K
$333K
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-18.7K- 74.15% |
$567K - $653K
|
6.53K
$272K
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-54.2K- 9.8% |
$1.64M - $1.89M
|
499K
$20.8M
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-161K- 82.46% |
$4.89M - $5.64M
|
34.4K
$1.43M
|