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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13K+ 10.46% |
$444K - $539K
|
137K
$5.9M
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
500+ 6.51% |
$17.1K - $20.8K
|
8.18K
$352K
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26K+ 43.13% |
$891K - $1.08M
|
86.3K
$3.72M
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
564+ 4.1% |
$19.3K - $23.5K
|
14.3K
$617K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14.2KNew |
$487K - $591K
|
14.2K
$613K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-319- 26.9% |
$10.9K - $13.3K
|
867
$37.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1KNew |
$34.3K - $41.6K
|
1K
$43.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
971New |
$33.3K - $40.4K
|
971
$41.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-147- 6.87% |
$5.04K - $6.12K
|
1.99K
$86K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.36K+ 8.53% |
$80.8K - $98.1K
|
30K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
581+ 5.52% |
$19.9K - $24.2K
|
11.1K
$479K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$4.69M - $5.69M
|
137K
$5.89M
|
|
|
Jul 22, 2025
Q2 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
32+ 1.15% |
$1.1K - $1.33K
|
2.82K
$121K
|
|
|
Jul 21, 2025
Q2 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
66+ 0.98% |
$2.26K - $2.75K
|
6.82K
$294K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
4+ 0.08% |
$137 - $166
|
5.31K
$229K
|
|
|
Jul 21, 2025
Q2 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
100+ 1.68% |
$3.43K - $4.16K
|
6.04K
$260K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.74K - $3.33K
|
80
$3.45K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.81K- 39.11% |
$130K - $158K
|
5.93K
$255K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
358+ 3.74% |
$12.3K - $14.9K
|
9.92K
$428K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10+ 0.2% |
$343 - $416
|
4.92K
$212K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
442+ 1.62% |
$15.2K - $18.4K
|
27.7K
$1.19M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
520+ 7.31% |
$17.8K - $21.6K
|
7.63K
$329K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 0.3% |
$1.27K - $1.54K
|
12.4K
$534K
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.31K- 23.93% |
$148K - $179K
|
13.7K
$590K
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.07% |
$41.3K - $50.1K
|
30.8K
$1.33M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3KNew |
$182K - $221K
|
5.3K
$229K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 15.21% |
$5.24K - $6.36K
|
1.16K
$50K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$41.4K - $50.2K
|
44.3K
$1.91M
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.97K+ 6.73% |
$67.4K - $81.8K
|
31.2K
$1.35M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.8K- 15.09% |
$96.1K - $117K
|
15.8K
$680K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.61K+ 4.13% |
$192K - $234K
|
142K
$6.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.22% |
$3.19K - $3.87K
|
7.74K
$334K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 6.5% |
$48.8K - $59.3K
|
20.5K
$883K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
322+ 5.23% |
$11K - $13.4K
|
6.48K
$279K
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
13.9KNew |
$534K - $613K
|
13.9K
$599K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$776K - $890K
|
20.2K
$871K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.8K+ 23.95% |
$644K - $739K
|
86.8K
$3.74M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 43.66% |
$105K - $120K
|
8.97K
$387K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.3K+ 6.0% |
$1.16M - $1.34M
|
536K
$23.1M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.26% |
$154 - $176
|
1.52K
$65.5K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.07K+ 18.05% |
$41.1K - $47.1K
|
6.99K
$301K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 3.18% |
$17.4K - $20K
|
13.8K
$597K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
850+ 2.41% |
$32.6K - $37.5K
|
36.2K
$1.56M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.4K+ 12.69% |
$1.09M - $1.25M
|
253K
$10.9M
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.03K- 23.76% |
$77.9K - $89.4K
|
6.51K
$281K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
245New |
$9.41K - $10.8K
|
245
$10.6K
|
|
|
May 15, 2025
Q1 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
6+ 0.25% |
$230 - $264
|
2.4K
$103K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.43K- 17.75% |
$93.3K - $107K
|
11.3K
$486K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.92K+ 40.51% |
$189K - $217K
|
17.1K
$736K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-598- 5.24% |
$23K - $26.3K
|
10.8K
$466K
|
|