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 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.25KNew |
$47.4K - $51.3K
|
1.25K
$56.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.6K+ 14.34% |
$439K - $475K
|
92.3K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
170+ 2.25% |
$6.45K - $6.98K
|
7.72K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95New |
$3.61K - $3.9K
|
95
$4.26K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.24KNew |
$313K - $338K
|
8.24K
$369K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.83K+ 7.19% |
$145K - $157K
|
57.1K
$2.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 395.74% |
$38.7K - $41.9K
|
1.28K
$57.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
621New |
$23.6K - $25.5K
|
621
$27.8K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$322K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.56KNew |
$211K - $228K
|
5.56K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 140.91% |
$3.53K - $3.82K
|
159
$7.13K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
121New |
$4.59K - $4.96K
|
121
$5.43K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
271+ 37.64% |
$10.3K - $11.1K
|
991
$44.4K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$14.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
605New |
$22.1K - $24.9K
|
605
$27.1K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30Closed |
$1.1K - $1.23K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 3.92% |
$73 - $82.2
|
53
$2.38K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-640- 35.05% |
$23.4K - $26.3K
|
1.19K
$53.2K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.04M - $1.17M
|
28.5K
$1.28M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949New |
$34.6K - $39K
|
949
$42.6K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.5KNew |
$456K - $513K
|
12.5K
$560K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.25% |
$1.93K - $2.18K
|
21.1K
$946K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 40.0% |
$876 - $986
|
84
$3.77K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
464New |
$16.9K - $19.1K
|
464
$20.8K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
377+ 2.61% |
$11.8K - $14.4K
|
14.8K
$666K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$904K - $1.11M
|
28.9K
$1.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.46K+ 13.89% |
$76.9K - $94K
|
20.2K
$904K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5KNew |
$580K - $709K
|
18.5K
$832K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.21KNew |
$241K - $267K
|
7.21K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.65K+ 17.77% |
$88.5K - $98.2K
|
17.6K
$788K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 40.85% |
$40.4K - $44.8K
|
1.75K
$78.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-265- 19.24% |
$8.85K - $9.82K
|
1.11K
$49.9K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
791New |
$25.8K - $28.2K
|
791
$35.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53K+ 61.18% |
$148K - $161K
|
11.9K
$535K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.46K- 41.28% |
$178K - $194K
|
7.76K
$348K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-686- 10.54% |
$22.4K - $24.4K
|
5.82K
$261K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.6K+ 26.75% |
$215K - $235K
|
31.2K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.56K- 76.95% |
$116K - $127K
|
1.07K
$47.8K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.84KNew |
$190K - $208K
|
5.84K
$262K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 3.92% |
$3.1K - $3.38K
|
2.52K
$113K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$38.1K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69- 1.1% |
$2.22K - $2.55K
|
6.21K
$279K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$485K - $557K
|
15K
$675K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
903+ 25.47% |
$29.1K - $33.4K
|
4.45K
$199K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.98KNew |
$63.6K - $73.1K
|
1.98K
$88.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
398New |
$12.8K - $14.7K
|
398
$17.8K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.92KNew |
$61.9K - $71.1K
|
1.92K
$86.2K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$38.1K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 2.01% |
$19.2K - $22.1K
|
30.8K
$1.38M
|
|