Latest Institutional Purchases of Ishares Tr Esg Screened S&P Mi (XJH)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P Mi (XJH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.61K+ 4.13% |
$192K - $234K
|
142K
$5.96M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3KNew |
$182K - $221K
|
5.3K
$223K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.97K+ 6.73% |
$67.4K - $81.8K
|
31.2K
$1.32M
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$41.4K - $50.2K
|
44.3K
$1.86M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.07% |
$41.3K - $50.1K
|
30.8K
$1.3M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
520+ 7.31% |
$17.8K - $21.6K
|
7.63K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
442+ 1.62% |
$15.2K - $18.4K
|
27.7K
$1.17M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
358+ 3.74% |
$12.3K - $14.9K
|
9.92K
$418K
|
|
|
Jul 08, 2025
Q2 2025
|
First National Corp
|
BUY
|
- |
322+ 5.23% |
$11K - $13.4K
|
6.48K
$273K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
153+ 15.21% |
$5.24K - $6.36K
|
1.16K
$48.8K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.22% |
$3.19K - $3.87K
|
7.74K
$326K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
37+ 0.3% |
$1.27K - $1.54K
|
12.4K
$522K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10+ 0.2% |
$343 - $416
|
4.92K
$207K
|
|
| Q1 2025 | |||||||
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
124KNew |
$4.76M - $5.46M
|
124K
$5.22M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
88.1K+ 87.45% |
$3.38M - $3.88M
|
189K
$7.95M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
66.2K+ 14.3% |
$2.54M - $2.92M
|
529K
$22.3M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
30.3K+ 6.0% |
$1.16M - $1.34M
|
536K
$22.6M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
28.4K+ 12.69% |
$1.09M - $1.25M
|
253K
$10.6M
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
20.2KNew |
$776K - $890K
|
20.2K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.7K+ 5773.2% |
$679K - $778K
|
18K
$757K
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17.6K+ 41.2% |
$676K - $775K
|
60.3K
$2.54M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
16.8K+ 23.95% |
$644K - $739K
|
86.8K
$3.66M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
15.8K+ 86.94% |
$608K - $697K
|
34K
$1.43M
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
13.9KNew |
$534K - $613K
|
13.9K
$586K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13.9K+ 49.0% |
$533K - $611K
|
42.2K
$1.78M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.86K+ 108.83% |
$379K - $434K
|
18.9K
$797K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
9.77KNew |
$375K - $430K
|
9.77K
$412K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
8.07K+ 10.3% |
$310K - $355K
|
86.4K
$3.64M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
6.55K+ 462.46% |
$252K - $289K
|
7.97K
$336K
|
|
|
Apr 30, 2025
Q1 2025
|
Weil Company, Inc.
|
BUY
|
- |
6.22KNew |
$239K - $274K
|
6.22K
$262K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
6.18K+ 35.31% |
$237K - $272K
|
23.7K
$998K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
5.94KNew |
$228K - $262K
|
5.94K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.92K+ 40.51% |
$189K - $217K
|
17.1K
$719K
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
4.76K+ 2.26% |
$183K - $210K
|
216K
$9.09M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.94K+ 25.48% |
$151K - $174K
|
19.4K
$817K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
3.15K+ 21.24% |
$121K - $139K
|
18K
$757K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.97K+ 9.93% |
$114K - $131K
|
32.9K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.73K+ 43.66% |
$105K - $120K
|
8.97K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
2.61K+ 44.03% |
$100K - $115K
|
8.52K
$359K
|
|
|
May 13, 2025
Q1 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
2.57K+ 14.94% |
$98.6K - $113K
|
19.7K
$832K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.37K+ 89.73% |
$91K - $104K
|
5.01K
$211K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
2.3K+ 12.35% |
$88.2K - $101K
|
20.9K
$880K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.03K+ 18.66% |
$78K - $89.5K
|
12.9K
$544K
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.03K+ 1.38% |
$78K - $89.4K
|
149K
$6.29M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
1.6KNew |
$61.5K - $70.5K
|
1.6K
$67.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.48K+ 15.34% |
$56.9K - $65.3K
|
11.1K
$469K
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
1.26K+ 14.91% |
$48.5K - $55.6K
|
9.73K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.11K+ 21.34% |
$42.8K - $49.1K
|
6.33K
$267K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.07K+ 18.05% |
$41.1K - $47.1K
|
6.99K
$295K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
856+ 10.89% |
$32.9K - $37.7K
|
8.72K
$367K
|
|