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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.61K+ 23.19% |
$314K - $354K
|
45.7K
$2.02M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.5 - $41.1
|
1
$44.1
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$14.2K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-665- 1.64% |
$24.3K - $27.3K
|
39.9K
$1.76M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 10.63% |
$46.8K - $52.7K
|
13.4K
$589K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$702K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-103- 1.23% |
$3.76K - $4.23K
|
8.27K
$365K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
605New |
$22.1K - $24.9K
|
605
$26.7K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$803 - $904
|
22
$970
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 8.5% |
$2.99K - $3.37K
|
883
$38.9K
|
|
|
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
$2.34K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-640- 35.05% |
$23.4K - $26.3K
|
1.19K
$52.3K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.04M - $1.17M
|
28.5K
$1.26M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.5KNew |
$456K - $513K
|
12.5K
$551K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949New |
$34.6K - $39K
|
949
$41.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.25% |
$1.93K - $2.18K
|
21.1K
$931K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 40.0% |
$876 - $986
|
84
$3.71K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
464New |
$16.9K - $19.1K
|
464
$20.5K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
377+ 2.61% |
$11.8K - $14.4K
|
14.8K
$655K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$904K - $1.11M
|
28.9K
$1.28M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.46K+ 13.89% |
$76.9K - $94K
|
20.2K
$890K
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5KNew |
$580K - $709K
|
18.5K
$818K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.21KNew |
$241K - $267K
|
7.21K
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.65K+ 17.77% |
$88.5K - $98.2K
|
17.6K
$775K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 40.85% |
$40.4K - $44.8K
|
1.75K
$77.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-265- 19.24% |
$8.85K - $9.82K
|
1.11K
$49.1K
|
|
| Q2 2023 | |||||||
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
791New |
$25.8K - $28.2K
|
791
$34.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.46K- 41.28% |
$178K - $194K
|
7.76K
$342K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53K+ 61.18% |
$148K - $161K
|
11.9K
$526K
|
|
|
Aug 08, 2023
Q2 2023
|
Weil Company, Inc.
|
SELL
|
- |
-686- 10.54% |
$22.4K - $24.4K
|
5.82K
$257K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.6K+ 26.75% |
$215K - $235K
|
31.2K
$1.38M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.56K- 76.95% |
$116K - $127K
|
1.07K
$47K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.9KNew |
$192K - $210K
|
5.9K
$260K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.84KNew |
$190K - $208K
|
5.84K
$258K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 3.92% |
$3.1K - $3.38K
|
2.52K
$111K
|
|
| Q1 2023 | |||||||
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$37.5K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69- 1.1% |
$2.22K - $2.55K
|
6.21K
$274K
|
|
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$485K - $557K
|
15K
$664K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
903+ 25.47% |
$29.1K - $33.4K
|
4.45K
$196K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.98KNew |
$63.6K - $73.1K
|
1.98K
$87.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
398New |
$12.8K - $14.7K
|
398
$17.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.92KNew |
$61.9K - $71.1K
|
1.92K
$84.8K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$37.5K
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 2.01% |
$19.2K - $22.1K
|
30.8K
$1.36M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
591New |
$17.9K - $20.6K
|
591
$26.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 98.62% |
$178K - $205K
|
11.8K
$521K
|
|
|
Jan 24, 2023
Q4 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-161K- 82.46% |
$4.89M - $5.64M
|
34.4K
$1.52M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$29.7 - $35.7
|
20
$882
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-865- 32.89% |
$25.7K - $30.8K
|
1.77K
$77.9K
|
|