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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.23K- 3.18% |
$47.3K - $54.2K
|
37.4K
$1.58M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.03K+ 1.38% |
$78K - $89.4K
|
149K
$6.29M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 39.86% |
$720K - $825K
|
28.3K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-307- 0.32% |
$11.8K - $13.5K
|
94.9K
$4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.1K- 10.56% |
$311K - $357K
|
68.6K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.15K+ 21.24% |
$121K - $139K
|
18K
$757K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.01% |
$76.8 - $88.1
|
15.4K
$651K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$61.5K - $70.5K
|
1.6K
$67.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
799+ 10.24% |
$30.7K - $35.2K
|
8.6K
$362K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
225+ 0.3% |
$8.64K - $9.91K
|
74.2K
$3.13M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 25.48% |
$151K - $174K
|
19.4K
$817K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-50.7K- 13.42% |
$1.95M - $2.23M
|
327K
$13.8M
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
856+ 10.89% |
$32.9K - $37.7K
|
8.72K
$367K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 2.16% |
$13.2K - $15.1K
|
15.5K
$653K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.1K+ 87.45% |
$3.38M - $3.88M
|
189K
$7.95M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 10.68% |
$61.5K - $70.5K
|
13.4K
$564K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
3+ 0.23% |
$115 - $132
|
1.3K
$54.8K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 90.16% |
$13K - $14.9K
|
37
$1.56K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 4.18% |
$58.8K - $67.4K
|
35.1K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.8K+ 86.94% |
$608K - $697K
|
34K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 21.92% |
$398K - $456K
|
36.9K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.61K+ 44.03% |
$100K - $115K
|
8.52K
$359K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
75+ 48.08% |
$2.88K - $3.3K
|
231
$9.73K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
7+ 0.27% |
$269 - $308
|
2.59K
$109K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
245+ 10.79% |
$9.41K - $10.8K
|
2.52K
$106K
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
124KNew |
$4.76M - $5.46M
|
124K
$5.22M
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.76K+ 2.26% |
$183K - $210K
|
216K
$9.09M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
158+ 1.79% |
$6.07K - $6.96K
|
8.99K
$379K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-205- 0.63% |
$7.87K - $9.03K
|
32.5K
$1.37M
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-589- 29.25% |
$22.6K - $26K
|
1.43K
$60K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-74- 0.48% |
$2.84K - $3.26K
|
15.3K
$643K
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.01K- 4.36% |
$38.8K - $44.5K
|
22.1K
$933K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
6.22KNew |
$239K - $274K
|
6.22K
$262K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
10+ 0.41% |
$384 - $441
|
2.43K
$102K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.99K- 5.98% |
$76.3K - $87.5K
|
31.2K
$1.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54.8K- 41.82% |
$2.1M - $2.41M
|
76.2K
$3.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
185+ 1.79% |
$7.11K - $8.15K
|
10.5K
$443K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-980- 4.31% |
$37.6K - $43.2K
|
21.8K
$917K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8.07K+ 10.3% |
$310K - $355K
|
86.4K
$3.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
230+ 3.52% |
$8.83K - $10.1K
|
6.76K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.48K+ 15.34% |
$56.9K - $65.3K
|
11.1K
$469K
|
|
|
Apr 25, 2025
Q1 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
103+ 16.59% |
$3.96K - $4.54K
|
724
$30.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115+ 13.53% |
$4.42K - $5.07K
|
965
$40.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.26K+ 14.91% |
$48.5K - $55.6K
|
9.73K
$410K
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-272- 11.27% |
$10.4K - $12K
|
2.14K
$90.2K
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$76.8 - $88.1
|
676
$28.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
BUY
|
- |
750+ 2.79% |
$28.8K - $33K
|
27.7K
$1.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 49.0% |
$533K - $611K
|
42.2K
$1.78M
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
46+ 0.25% |
$1.77K - $2.03K
|
18.2K
$766K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.86K+ 108.83% |
$379K - $434K
|
18.9K
$797K
|