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 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
16+ 0.34% |
$679 - $712
|
4.69K
$202K
|
|
| Q3 2025 | |||||||
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
258KNew |
$10.7M - $11.5M
|
258K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 17.94% |
$1.6M - $1.72M
|
253K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 14.87% |
$845K - $909K
|
157K
$6.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 6.5% |
$774K - $832K
|
305K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.7K+ 2.56% |
$568K - $611K
|
548K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 2.24% |
$547K - $588K
|
602K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 105.4% |
$435K - $467K
|
20.4K
$878K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.6K+ 67.52% |
$399K - $429K
|
23.8K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.53K+ 20.32% |
$313K - $337K
|
44.6K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.81KNew |
$241K - $260K
|
5.81K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$218K - $234K
|
5.24K
$226K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.36K+ 18.94% |
$181K - $195K
|
27.4K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
3.25KNew |
$135K - $145K
|
3.25K
$140K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 7.93% |
$102K - $109K
|
33.2K
$1.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43K+ 3.08% |
$101K - $109K
|
81.4K
$3.51M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.32K+ 62.74% |
$96.3K - $103K
|
6.01K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 10.92% |
$95.1K - $102K
|
23.2K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 19.11% |
$90.1K - $96.9K
|
13.5K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.02K+ 186.8% |
$84.1K - $90.4K
|
3.11K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81KNew |
$75.3K - $80.9K
|
1.81K
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 5.88% |
$65.7K - $70.6K
|
28.5K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 6.82% |
$65.4K - $70.4K
|
24.7K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36K+ 68.25% |
$56.6K - $60.8K
|
3.36K
$145K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.13K+ 12.19% |
$46.8K - $50.3K
|
10.4K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 4.9% |
$43.1K - $46.3K
|
22.2K
$956K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
794+ 71.02% |
$33K - $35.5K
|
1.91K
$82.4K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
755+ 12.74% |
$31.4K - $33.7K
|
6.68K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
658+ 0.81% |
$27.4K - $29.4K
|
81.8K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
552+ 2.65% |
$23K - $24.7K
|
21.3K
$920K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 1.97% |
$20.3K - $21.8K
|
25.3K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
458+ 2.9% |
$19K - $20.5K
|
16.2K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
452+ 6.46% |
$18.8K - $20.2K
|
7.45K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
354+ 1.18% |
$14.7K - $15.8K
|
30.4K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
316+ 5.23% |
$13.1K - $14.1K
|
6.35K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
304+ 0.98% |
$12.6K - $13.6K
|
31.3K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
218+ 3.37% |
$9.06K - $9.74K
|
6.69K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 2.53% |
$8.86K - $9.52K
|
8.63K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
201+ 3.79% |
$8.36K - $8.98K
|
5.5K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 1.09% |
$6.57K - $7.06K
|
14.7K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141+ 87.04% |
$5.86K - $6.3K
|
303
$13.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
135+ 0.65% |
$5.61K - $6.03K
|
20.8K
$898K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 0.66% |
$5.61K - $6.03K
|
20.6K
$889K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
124+ 1.06% |
$5.16K - $5.54K
|
11.8K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
120New |
$4.99K - $5.36K
|
120
$5.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$4.16K - $4.47K
|
100
$4.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 0.41% |
$3.2K - $3.44K
|
18.7K
$804K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.83K - $3.04K
|
68
$2.93K
|
|