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 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
137KNew |
$4.69M - $5.69M
|
137K
$5.72M
|
|
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.1KNew |
$3.33M - $4.04M
|
97.1K
$4.06M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26K+ 43.13% |
$891K - $1.08M
|
86.3K
$3.61M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.9K+ 13.71% |
$888K - $1.08M
|
215K
$8.99M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22KNew |
$754K - $915K
|
22K
$920K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.4KNew |
$699K - $848K
|
20.4K
$854K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17KNew |
$583K - $708K
|
17K
$712K
|
|
|
Aug 08, 2025
Q2 2025
|
Beta Wealth Group, Inc.
|
BUY
|
- |
14.5KNew |
$497K - $603K
|
14.5K
$607K
|
|
|
Jul 23, 2025
Q2 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
14.2KNew |
$487K - $591K
|
14.2K
$595K
|
|
|
Jul 23, 2025
Q2 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
13K+ 10.46% |
$444K - $539K
|
137K
$5.73M
|
|
|
Aug 11, 2025
Q2 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
10.6K+ 133.11% |
$364K - $441K
|
18.6K
$778K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.99KNew |
$308K - $374K
|
8.99K
$376K
|
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
BUY
|
- |
8.71KNew |
$299K - $362K
|
8.71K
$365K
|
|
|
Jul 25, 2025
Q2 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
8.46KNew |
$290K - $352K
|
8.46K
$354K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.98K+ 22.74% |
$274K - $332K
|
43.1K
$1.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.74K+ 126.22% |
$265K - $322K
|
13.9K
$580K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.49K+ 38.62% |
$257K - $312K
|
26.9K
$1.13M
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.39KNew |
$253K - $307K
|
7.39K
$309K
|
|
|
Aug 12, 2025
Q2 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
6.22KNew |
$213K - $259K
|
6.22K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
5.68K+ 40.84% |
$195K - $236K
|
19.6K
$820K
|
|
|
Jul 09, 2025
Q2 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
5.61K+ 4.13% |
$192K - $234K
|
142K
$5.93M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
5.3KNew |
$182K - $221K
|
5.3K
$222K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
5.15KNew |
$176K - $214K
|
5.15K
$215K
|
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.03K+ 14.79% |
$173K - $209K
|
39.1K
$1.64M
|
|
|
Jul 29, 2025
Q2 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
3.2K+ 37.59% |
$110K - $133K
|
11.7K
$491K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3.17K+ 17.64% |
$109K - $132K
|
21.1K
$885K
|
|
|
Aug 07, 2025
Q2 2025
|
Weil Company, Inc.
|
BUY
|
- |
3.01K+ 48.39% |
$103K - $125K
|
9.23K
$387K
|
|
|
Aug 13, 2025
Q2 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.9K+ 14.34% |
$99.3K - $120K
|
23.1K
$967K
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.37K+ 26.47% |
$81.3K - $98.7K
|
11.3K
$475K
|
|
|
Jul 22, 2025
Q2 2025
|
Sage Financial Group Inc
|
BUY
|
- |
2.36K+ 8.53% |
$80.8K - $98.1K
|
30K
$1.26M
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 16.85% |
$74.6K - $90.5K
|
15.1K
$632K
|
|
|
Jul 10, 2025
Q2 2025
|
Affiance Financial, LLC
|
BUY
|
- |
1.97K+ 6.73% |
$67.4K - $81.8K
|
31.2K
$1.31M
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.88K+ 9.93% |
$64.4K - $78.1K
|
20.8K
$870K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.39K+ 44.59% |
$47.8K - $57.9K
|
4.52K
$189K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.33K+ 11.77% |
$45.5K - $55.2K
|
12.6K
$527K
|
|
|
Jul 11, 2025
Q2 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.21K+ 2.8% |
$41.4K - $50.2K
|
44.3K
$1.85M
|
|
|
Jul 15, 2025
Q2 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.21K+ 4.07% |
$41.3K - $50.1K
|
30.8K
$1.29M
|
|
|
Aug 07, 2025
Q2 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
1.15K+ 6.39% |
$39.4K - $47.8K
|
19.1K
$800K
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1K+ 571.43% |
$34.3K - $41.6K
|
1.18K
$49.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1KNew |
$34.3K - $41.6K
|
1K
$41.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
971New |
$33.3K - $40.4K
|
971
$40.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
955+ 7.14% |
$32.7K - $39.7K
|
14.3K
$600K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
903+ 1.22% |
$31K - $37.6K
|
75.1K
$3.14M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
851+ 3.01% |
$29.2K - $35.4K
|
29.1K
$1.22M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
850+ 4.07% |
$29.1K - $35.4K
|
21.7K
$910K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
823New |
$28.2K - $34.2K
|
823
$34.5K
|
|
|
Aug 04, 2025
Q2 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
725+ 6.51% |
$24.9K - $30.2K
|
11.9K
$497K
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
681+ 2.26% |
$23.3K - $28.3K
|
30.8K
$1.29M
|
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
581+ 5.52% |
$19.9K - $24.2K
|
11.1K
$465K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
BUY
|
- |
564+ 4.1% |
$19.3K - $23.5K
|
14.3K
$599K
|