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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.27K+ 158.95% |
$77.6K - $94.2K
|
3.69K
$154K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.85K- 9.05% |
$269K - $327K
|
78.9K
$3.3M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.48K+ 6.88% |
$50.8K - $61.7K
|
23K
$964K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
442+ 29.1% |
$15.2K - $18.4K
|
1.96K
$82.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 30.82% |
$92.2K - $112K
|
6.04K
$253K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 26.47% |
$81.3K - $98.7K
|
11.3K
$475K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74K+ 126.22% |
$265K - $322K
|
13.9K
$580K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
52.8K+ 9.85% |
$1.81M - $2.2M
|
588K
$24.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 41.65% |
$516K - $626K
|
21.1K
$883K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
34K+ 13.45% |
$1.16M - $1.41M
|
287K
$12M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.61M - $1.95M
|
46.8K
$1.96M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$420K - $509K
|
12.2K
$513K
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.46K- 17.27% |
$222K - $269K
|
31K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
5.68K+ 1.07% |
$195K - $236K
|
535K
$22.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17K+ 17.64% |
$109K - $132K
|
21.1K
$885K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 0.76% |
$2.81K - $3.41K
|
10.7K
$449K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
300+ 0.86% |
$10.3K - $12.5K
|
35.3K
$1.48M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 16.85% |
$74.6K - $90.5K
|
15.1K
$632K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 0.31% |
$274 - $333
|
2.59K
$109K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
955+ 7.14% |
$32.7K - $39.7K
|
14.3K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 14.34% |
$99.3K - $120K
|
23.1K
$967K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
903+ 1.22% |
$31K - $37.6K
|
75.1K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.12K- 24.66% |
$278K - $338K
|
24.8K
$1.04M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
681+ 2.26% |
$23.3K - $28.3K
|
30.8K
$1.29M
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 44.59% |
$47.8K - $57.9K
|
4.52K
$189K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.36K- 3.38% |
$115K - $140K
|
95.8K
$4.01M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 571.43% |
$34.3K - $41.6K
|
1.18K
$49.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 13.71% |
$888K - $1.08M
|
215K
$8.99M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 47.29% |
$81.2K - $98.6K
|
2.64K
$111K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.22KNew |
$213K - $259K
|
6.22K
$260K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12+ 0.49% |
$411 - $499
|
2.44K
$102K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-776- 11.92% |
$26.6K - $32.3K
|
5.73K
$240K
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
4+ 0.31% |
$137 - $166
|
1.31K
$54.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-246- 1.25% |
$8.43K - $10.2K
|
19.5K
$816K
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 133.11% |
$364K - $441K
|
18.6K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
7+ 0.05% |
$240 - $291
|
15.5K
$647K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.99KNew |
$308K - $374K
|
8.99K
$376K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.45K- 20.18% |
$255K - $310K
|
29.5K
$1.23M
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.35% |
$34.3 - $41.6
|
24
$1K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
851+ 3.01% |
$29.2K - $35.4K
|
29.1K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 20.75% |
$377 - $458
|
64
$2.68K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.39KNew |
$253K - $307K
|
7.39K
$309K
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.1KNew |
$3.33M - $4.04M
|
97.1K
$4.06M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-1.55K- 15.92% |
$53.1K - $64.4K
|
8.18K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.43K- 6.44% |
$48.8K - $59.3K
|
20.7K
$867K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.68K+ 40.84% |
$195K - $236K
|
19.6K
$820K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.09K- 0.97% |
$71.5K - $86.7K
|
214K
$8.95M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
850+ 4.07% |
$29.1K - $35.4K
|
21.7K
$910K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
278+ 2.85% |
$9.53K - $11.6K
|
10K
$421K
|