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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
71+ 3.23% |
$2.96K - $3.25K
|
2.27K
$97.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 21.86% |
$237K - $260K
|
20.3K
$870K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-910- 2.71% |
$37.9K - $41.6K
|
32.7K
$1.4M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 37.61% |
$535K - $588K
|
47K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.58KNew |
$107K - $118K
|
2.58K
$110K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-66- 0.86% |
$2.75K - $3.02K
|
7.65K
$327K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-87- 1.02% |
$3.62K - $3.98K
|
8.46K
$362K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.86K- 6.66% |
$161K - $177K
|
54.2K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 0.79% |
$125 - $137
|
376
$16.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$36.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
463KNew |
$19.3M - $21.2M
|
463K
$19.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-140- 2.5% |
$5.83K - $6.41K
|
5.47K
$234K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$9.03K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.18K+ 2.52% |
$216K - $237K
|
211K
$9.03M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.17K+ 462.9% |
$90.4K - $99.3K
|
2.64K
$113K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
6.53KNew |
$272K - $299K
|
6.53K
$279K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$310K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.76KNew |
$73.4K - $80.6K
|
1.76K
$75.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141+ 1.54% |
$5.87K - $6.45K
|
9.29K
$398K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
167+ 0.74% |
$6.95K - $7.64K
|
22.8K
$974K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
330New |
$13.7K - $15.1K
|
330
$14.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 4.13% |
$5.16K - $5.67K
|
3.12K
$134K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 3.33% |
$63.4K - $69.7K
|
47.3K
$2.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
7.46K+ 10.53% |
$311K - $341K
|
78.3K
$3.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$41.6 - $45.8
|
122
$5.22K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-790- 4.16% |
$32.9K - $36.1K
|
18.2K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.43K+ 16.51% |
$59.6K - $65.5K
|
10.1K
$432K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-67- 0.45% |
$2.79K - $3.07K
|
14.8K
$634K
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.91KNew |
$163K - $179K
|
3.91K
$167K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$218K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-110- 1.8% |
$4.58K - $5.03K
|
6.01K
$257K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 4.7% |
$4.16K - $4.58K
|
2.23K
$95.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.57K+ 30.29% |
$149K - $163K
|
15.3K
$657K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.06KNew |
$377K - $414K
|
9.06K
$388K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.45% |
$125 - $137
|
674
$28.8K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
536+ 23.64% |
$22.3K - $24.5K
|
2.8K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
632+ 5.0% |
$26.3K - $28.9K
|
13.3K
$568K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
392+ 2.15% |
$16.3K - $17.9K
|
18.6K
$796K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 21.7% |
$76.7K - $84.3K
|
10.3K
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.24K- 7.05% |
$135K - $148K
|
42.7K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 17.05% |
$47.3K - $52K
|
7.81K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-780- 2.13% |
$32.5K - $35.7K
|
35.9K
$1.53M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.63K+ 6.46% |
$68K - $74.7K
|
26.9K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.92KNew |
$246K - $271K
|
5.92K
$253K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 105.09% |
$43K - $47.2K
|
2.01K
$86.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
685+ 4.07% |
$28.5K - $31.3K
|
17.5K
$749K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
151+ 3.0% |
$6.29K - $6.91K
|
5.18K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.21K+ 17.84% |
$175K - $193K
|
27.8K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-75- 0.35% |
$3.12K - $3.43K
|
21.4K
$916K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.08K+ 80.36% |
$337K - $370K
|
18.1K
$776K
|