Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
463KNew |
$19.3M - $21.2M
|
463K
$19.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
74KNew |
$3.08M - $3.38M
|
74K
$3.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.3K+ 6.83% |
$1.34M - $1.48M
|
505K
$21M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6K+ 16.43% |
$1.32M - $1.45M
|
224K
$9.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27.9KNew |
$1.16M - $1.28M
|
27.9K
$1.16M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$999K - $1.1M
|
24K
$999K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
23.1KNew |
$964K - $1.06M
|
23.1K
$963K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.9KNew |
$954K - $1.05M
|
22.9K
$954K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$685K - $752K
|
16.4K
$684K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.8KNew |
$660K - $725K
|
15.8K
$660K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 22.62% |
$538K - $591K
|
70K
$2.91M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 37.61% |
$535K - $588K
|
47K
$1.96M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 13.1% |
$486K - $534K
|
101K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
10.6K+ 12.58% |
$443K - $487K
|
95.2K
$3.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.06KNew |
$377K - $414K
|
9.06K
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8.54KNew |
$355K - $391K
|
8.54K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.08K+ 80.36% |
$337K - $370K
|
18.1K
$755K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
7.46K+ 10.53% |
$311K - $341K
|
78.3K
$3.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.93K+ 7.51% |
$288K - $317K
|
99.2K
$4.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.92K+ 132.17% |
$288K - $316K
|
12.1K
$506K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
6.53KNew |
$272K - $299K
|
6.53K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.27KNew |
$261K - $287K
|
6.27K
$261K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.11K+ 5.15% |
$254K - $279K
|
125K
$5.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.92KNew |
$247K - $271K
|
5.92K
$247K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.92KNew |
$246K - $271K
|
5.92K
$246K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.18K+ 2.52% |
$216K - $237K
|
211K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.4K+ 23.5% |
$183K - $201K
|
23.1K
$962K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.21K+ 17.84% |
$175K - $193K
|
27.8K
$1.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.91KNew |
$163K - $179K
|
3.91K
$163K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.57K+ 30.29% |
$149K - $163K
|
15.3K
$639K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.56K+ 10.75% |
$148K - $163K
|
36.6K
$1.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.58KNew |
$107K - $118K
|
2.58K
$107K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.17K+ 462.9% |
$90.4K - $99.3K
|
2.64K
$110K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 2.69% |
$83.6K - $91.8K
|
76.8K
$3.19M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 21.7% |
$76.7K - $84.3K
|
10.3K
$430K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.76KNew |
$73.4K - $80.6K
|
1.76K
$73.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.74K+ 14.55% |
$72.4K - $79.6K
|
13.7K
$570K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.63K+ 6.46% |
$68K - $74.7K
|
26.9K
$1.12M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 3.33% |
$63.4K - $69.7K
|
47.3K
$1.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 30.29% |
$60.4K - $66.4K
|
6.24K
$260K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.43K+ 16.51% |
$59.6K - $65.5K
|
10.1K
$420K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32K+ 4.14% |
$55K - $60.4K
|
33.2K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$54K - $59.4K
|
1.3K
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.24K+ 0.85% |
$51.7K - $56.8K
|
147K
$6.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 17.05% |
$47.3K - $52K
|
7.81K
$325K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 9.58% |
$43.1K - $47.4K
|
11.8K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 105.09% |
$43K - $47.2K
|
2.01K
$83.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
937+ 5.77% |
$39K - $42.9K
|
17.2K
$715K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
914+ 3.15% |
$38.1K - $41.8K
|
30K
$1.25M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
685+ 4.07% |
$28.5K - $31.3K
|
17.5K
$729K
|