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 |
|---|---|---|---|---|---|---|---|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.9KNew |
$954K - $1.05M
|
22.9K
$996K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.06KNew |
$377K - $414K
|
9.06K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.08K+ 80.36% |
$337K - $370K
|
18.1K
$788K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
7.46K+ 10.53% |
$311K - $341K
|
78.3K
$3.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.11K+ 5.15% |
$254K - $279K
|
125K
$5.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.92KNew |
$246K - $271K
|
5.92K
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.21K+ 17.84% |
$175K - $193K
|
27.8K
$1.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.91KNew |
$163K - $179K
|
3.91K
$170K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.57K+ 30.29% |
$149K - $163K
|
15.3K
$667K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 21.7% |
$76.7K - $84.3K
|
10.3K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.63K+ 6.46% |
$68K - $74.7K
|
26.9K
$1.17M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.43K+ 16.51% |
$59.6K - $65.5K
|
10.1K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 17.05% |
$47.3K - $52K
|
7.81K
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 9.58% |
$43.1K - $47.4K
|
11.8K
$514K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 105.09% |
$43K - $47.2K
|
2.01K
$87.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
685+ 4.07% |
$28.5K - $31.3K
|
17.5K
$761K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
632+ 5.0% |
$26.3K - $28.9K
|
13.3K
$577K
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
536+ 23.64% |
$22.3K - $24.5K
|
2.8K
$122K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
392+ 2.15% |
$16.3K - $17.9K
|
18.6K
$808K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
330New |
$13.7K - $15.1K
|
330
$14.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
167+ 0.74% |
$6.95K - $7.64K
|
22.8K
$989K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
151+ 3.0% |
$6.29K - $6.91K
|
5.18K
$225K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
141+ 1.54% |
$5.87K - $6.45K
|
9.29K
$404K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 4.13% |
$5.16K - $5.67K
|
3.12K
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
100+ 4.7% |
$4.16K - $4.58K
|
2.23K
$96.7K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.45% |
$125 - $137
|
674
$29.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.83% |
$41.6 - $45.8
|
122
$5.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
139KNew |
$5.38M - $5.9M
|
139K
$6.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.47M - $1.62M
|
38.1K
$1.65M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
37.2K+ 78.43% |
$1.44M - $1.58M
|
84.5K
$3.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 18.39% |
$1.16M - $1.27M
|
193K
$8.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 5.96% |
$1.03M - $1.13M
|
473K
$20.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$3.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 27.07% |
$734K - $805K
|
89K
$3.87M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$16.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 38.89% |
$496K - $543K
|
45.7K
$1.99M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 579.95% |
$494K - $541K
|
15K
$650K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.66KNew |
$374K - $410K
|
9.66K
$420K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.55KNew |
$331K - $363K
|
8.55K
$371K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.81K+ 2.9% |
$225K - $247K
|
206K
$8.94M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.22KNew |
$202K - $221K
|
5.22K
$227K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79KNew |
$185K - $203K
|
4.79K
$208K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.51K+ 31.71% |
$174K - $191K
|
18.7K
$813K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.12K+ 2.91% |
$160K - $175K
|
146K
$6.34M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.38KNew |
$92.2K - $101K
|
2.38K
$103K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 3.93% |
$85K - $93.2K
|
58K
$2.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19K+ 8.14% |
$84.6K - $92.8K
|
29K
$1.26M
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 170.1% |
$69.6K - $76.3K
|
2.86K
$124K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$58.5K - $64.1K
|
1.51K
$65.6K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 7.64% |
$55K - $60.3K
|
20K
$870K
|
|