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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
632+ 5.0% |
$26.3K - $28.9K
|
13.3K
$553K
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
600+ 150.0% |
$25K - $27.5K
|
1K
$41.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
536+ 23.64% |
$22.3K - $24.5K
|
2.8K
$117K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
498+ 3.33% |
$20.7K - $22.8K
|
15.5K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
392+ 2.15% |
$16.3K - $17.9K
|
18.6K
$774K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
330New |
$13.7K - $15.1K
|
330
$13.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
329+ 1.18% |
$13.7K - $15.1K
|
28.3K
$1.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
209New |
$8.7K - $9.56K
|
209
$8.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
208+ 1.48% |
$8.66K - $9.52K
|
14.3K
$595K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
167+ 0.74% |
$6.95K - $7.64K
|
22.8K
$947K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
151+ 3.0% |
$6.29K - $6.91K
|
5.18K
$215K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
142+ 0.7% |
$5.91K - $6.5K
|
20.3K
$845K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141+ 1.54% |
$5.87K - $6.45K
|
9.29K
$387K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 4.13% |
$5.16K - $5.67K
|
3.12K
$130K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
120New |
$5K - $5.49K
|
120
$4.99K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 7.84% |
$4.29K - $4.71K
|
1.42K
$59K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 4.7% |
$4.16K - $4.58K
|
2.23K
$92.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 3.23% |
$2.96K - $3.25K
|
2.27K
$94.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 9.53% |
$1.87K - $2.06K
|
517
$21.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
11+ 0.46% |
$458 - $503
|
2.39K
$99.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5+ 0.33% |
$208 - $229
|
1.52K
$63.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.45% |
$125 - $137
|
674
$28.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$41.6 - $45.8
|
122
$5.08K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.02% |
$83.3 - $91.5
|
11.4K
$475K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 0.79% |
$125 - $137
|
376
$15.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$212K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-46- 0.52% |
$1.92K - $2.1K
|
8.83K
$368K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-60- 0.4% |
$2.5K - $2.75K
|
15K
$623K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-66- 0.86% |
$2.75K - $3.02K
|
7.65K
$318K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-67- 0.45% |
$2.79K - $3.07K
|
14.8K
$617K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-75- 0.35% |
$3.12K - $3.43K
|
21.4K
$891K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-87- 1.02% |
$3.62K - $3.98K
|
8.46K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-108- 1.35% |
$4.5K - $4.94K
|
7.86K
$327K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-110- 1.8% |
$4.58K - $5.03K
|
6.01K
$250K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131- 1.35% |
$5.45K - $5.99K
|
9.55K
$397K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-140- 2.5% |
$5.83K - $6.41K
|
5.47K
$228K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$8.78K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$35.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-428- 15.07% |
$17.8K - $19.6K
|
2.41K
$100K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-529- 34.46% |
$22K - $24.2K
|
1.01K
$41.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-725- 4.48% |
$30.2K - $33.2K
|
15.4K
$643K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-780- 2.13% |
$32.5K - $35.7K
|
35.9K
$1.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-790- 4.16% |
$32.9K - $36.1K
|
18.2K
$758K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-910- 2.71% |
$37.9K - $41.6K
|
32.7K
$1.36M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-975- 5.1% |
$40.6K - $44.6K
|
18.1K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 11.55% |
$62.5K - $68.6K
|
11.5K
$478K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.65K- 4.47% |
$68.7K - $75.5K
|
35.3K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 91.1% |
$108K - $119K
|
254
$10.6K
|