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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
371+ 13.24% |
$14.3K - $16.3K
|
3.17K
$134K
|
|
|
Apr 17, 2025
Q1 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
34+ 3.14% |
$1.31K - $1.5K
|
1.12K
$47.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
BUY
|
- |
476+ 3.58% |
$18.3K - $21K
|
13.8K
$580K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9.77KNew |
$375K - $430K
|
9.77K
$412K
|
|
|
Apr 16, 2025
Q1 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
456+ 4.51% |
$17.5K - $20.1K
|
10.6K
$445K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.6K+ 41.2% |
$676K - $775K
|
60.3K
$2.54M
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
450+ 17.65% |
$17.3K - $19.8K
|
3K
$126K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.18K+ 35.31% |
$237K - $272K
|
23.7K
$998K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-159- 2.91% |
$6.11K - $7.01K
|
5.31K
$224K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.3K+ 12.35% |
$88.2K - $101K
|
20.9K
$880K
|
|
| Q4 2024 | |||||||
|
Jun 30, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
825+ 471.43% |
$34.4K - $37.7K
|
1K
$42.1K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.15K- 26.16% |
$381K - $418K
|
25.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 11.55% |
$62.5K - $68.6K
|
11.5K
$484K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.27KNew |
$261K - $287K
|
6.27K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$685K - $752K
|
16.4K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
209New |
$8.7K - $9.56K
|
209
$8.81K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
120New |
$5K - $5.49K
|
120
$5.06K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 9.53% |
$1.87K - $2.06K
|
517
$21.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.93K+ 7.51% |
$288K - $317K
|
99.2K
$4.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
142+ 0.7% |
$5.91K - $6.5K
|
20.3K
$856K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$36.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$8.89K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.76KNew |
$73.4K - $80.6K
|
1.76K
$74.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$305K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 4.13% |
$5.16K - $5.67K
|
3.12K
$132K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
330New |
$13.7K - $15.1K
|
330
$13.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$41.6 - $45.8
|
122
$5.14K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 4.7% |
$4.16K - $4.58K
|
2.23K
$93.8K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.47M - $1.62M
|
38.1K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 9.4% |
$3.21K - $3.52K
|
800
$33.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.55% |
$38.7 - $42.4
|
23
$969
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$29.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 20.05% |
$74.5K - $81.7K
|
7.68K
$323K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$2.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.35KNew |
$52.3K - $57.4K
|
1.35K
$57K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.62K- 62.69% |
$62.5K - $68.5K
|
961
$40.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$15.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 58.14% |
$1.94K - $2.12K
|
36
$1.52K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-157K- 63.17% |
$6.07M - $6.66M
|
91.5K
$3.86M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 23.82% |
$67.5K - $74K
|
5.58K
$235K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.25KNew |
$47.4K - $51.3K
|
1.25K
$52.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95New |
$3.61K - $3.9K
|
95
$4K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.24KNew |
$313K - $338K
|
8.24K
$347K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 395.74% |
$38.7K - $41.9K
|
1.28K
$53.9K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$303K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.56KNew |
$211K - $228K
|
5.56K
$234K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
271+ 37.64% |
$10.3K - $11.1K
|
991
$41.8K
|
|
| Q1 2024 | |||||||
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$13.5K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$670K
|
|