Latest Institutional Transactions on Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P Mi (XJH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.42KNew |
$101K - $111K
|
2.42K
$97.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$999K - $1.1M
|
24K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
208+ 1.48% |
$8.66K - $9.52K
|
14.3K
$574K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
914+ 3.15% |
$38.1K - $41.8K
|
30K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 30.29% |
$60.4K - $66.4K
|
6.24K
$251K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.8KNew |
$660K - $725K
|
15.8K
$637K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
23.1KNew |
$964K - $1.06M
|
23.1K
$930K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.27KNew |
$261K - $287K
|
6.27K
$252K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.92KNew |
$247K - $271K
|
5.92K
$238K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.3K+ 6.83% |
$1.34M - $1.48M
|
505K
$20.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
329+ 1.18% |
$13.7K - $15.1K
|
28.3K
$1.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
600+ 150.0% |
$25K - $27.5K
|
1K
$40.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2- 0.02% |
$83.3 - $91.5
|
11.4K
$458K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.65K- 4.47% |
$68.7K - $75.5K
|
35.3K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.92K+ 132.17% |
$288K - $316K
|
12.1K
$488K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$685K - $752K
|
16.4K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
103+ 7.84% |
$4.29K - $4.71K
|
1.42K
$56.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
5+ 0.33% |
$208 - $229
|
1.52K
$60.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8.54KNew |
$355K - $391K
|
8.54K
$343K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
74KNew |
$3.08M - $3.38M
|
74K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
11+ 0.46% |
$458 - $503
|
2.39K
$96.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
10.6K+ 12.58% |
$443K - $487K
|
95.2K
$3.82M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 11.55% |
$62.5K - $68.6K
|
11.5K
$462K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.74K+ 14.55% |
$72.4K - $79.6K
|
13.7K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27.9KNew |
$1.16M - $1.28M
|
27.9K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
937+ 5.77% |
$39K - $42.9K
|
17.2K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
209New |
$8.7K - $9.56K
|
209
$8.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 22.62% |
$538K - $591K
|
70K
$2.81M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131- 1.35% |
$5.45K - $5.99K
|
9.55K
$384K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6K+ 16.43% |
$1.32M - $1.45M
|
224K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.95K- 13.33% |
$248K - $272K
|
38.7K
$1.55M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.56K+ 10.75% |
$148K - $163K
|
36.6K
$1.47M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 91.1% |
$108K - $119K
|
254
$10.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-60- 0.4% |
$2.5K - $2.75K
|
15K
$602K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.93K+ 7.51% |
$288K - $317K
|
99.2K
$3.99M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
120New |
$5K - $5.49K
|
120
$4.82K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$54K - $59.4K
|
1.3K
$52.2K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.16K- 5.87% |
$340K - $373K
|
131K
$5.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32K+ 4.14% |
$55K - $60.4K
|
33.2K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 9.53% |
$1.87K - $2.06K
|
517
$20.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-725- 4.48% |
$30.2K - $33.2K
|
15.4K
$620K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
142+ 0.7% |
$5.91K - $6.5K
|
20.3K
$816K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 13.1% |
$486K - $534K
|
101K
$4.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.8K- 20.47% |
$117K - $128K
|
10.9K
$437K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-46- 0.52% |
$1.92K - $2.1K
|
8.83K
$355K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-428- 15.07% |
$17.8K - $19.6K
|
2.41K
$97K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 2.69% |
$83.6K - $91.8K
|
76.8K
$3.08M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
498+ 3.33% |
$20.7K - $22.8K
|
15.5K
$621K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.4K+ 23.5% |
$183K - $201K
|
23.1K
$929K
|