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 26, 2026
Q4 2025
|
Jnba Financial Advisors
|
BUY
|
- |
9.24K+ 11.29% |
$392K - $411K
|
91K
$3.92M
|
|
|
Jan 21, 2026
Q4 2025
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
9.2KNew |
$390K - $409K
|
9.2K
$397K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
7.02KNew |
$298K - $312K
|
7.02K
$302K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.54KNew |
$235K - $246K
|
5.54K
$239K
|
|
|
Jan 23, 2026
Q4 2025
|
Rede Wealth, LLC
|
BUY
|
- |
5.14KNew |
$218K - $229K
|
5.14K
$222K
|
|
|
Jan 23, 2026
Q4 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
5.13KNew |
$218K - $228K
|
5.13K
$221K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.94KNew |
$209K - $220K
|
4.94K
$213K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
4.88K+ 276.67% |
$207K - $217K
|
6.64K
$286K
|
|
|
Jan 21, 2026
Q4 2025
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
4.75KNew |
$201K - $211K
|
4.75K
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 7.24% |
$49.8K - $52.3K
|
17.4K
$750K
|
|
|
Jan 26, 2026
Q4 2025
|
Asset Dedication, LLC
|
BUY
|
- |
966+ 16.09% |
$41K - $43K
|
6.97K
$300K
|
|
|
Jan 29, 2026
Q4 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
943+ 4.06% |
$40K - $42K
|
24.2K
$1.04M
|
|
|
Jan 23, 2026
Q4 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
797+ 15.2% |
$33.8K - $35.5K
|
6.04K
$260K
|
|
|
Jan 27, 2026
Q4 2025
|
Sage Financial Group Inc
|
BUY
|
- |
604+ 1.99% |
$25.6K - $26.9K
|
31K
$1.33M
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
580+ 1.33% |
$24.6K - $25.8K
|
44.3K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
510+ 4.6% |
$21.6K - $22.7K
|
11.6K
$500K
|
|
|
Jan 28, 2026
Q4 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
400+ 7.24% |
$17K - $17.8K
|
5.92K
$255K
|
|
|
Jan 23, 2026
Q4 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
296+ 2.55% |
$12.6K - $13.2K
|
11.9K
$514K
|
|
|
Jan 27, 2026
Q4 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
260+ 2.19% |
$11K - $11.6K
|
12.1K
$522K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
161+ 1.52% |
$6.83K - $7.16K
|
10.7K
$462K
|
|
|
Jan 21, 2026
Q4 2025
|
Affiance Financial, LLC
|
BUY
|
- |
66+ 0.21% |
$2.8K - $2.94K
|
31K
$1.34M
|
|
|
Jan 20, 2026
Q4 2025
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
60+ 0.9% |
$2.54K - $2.67K
|
6.74K
$290K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.47% |
$2.46K - $2.58K
|
12.5K
$538K
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
33+ 0.43% |
$1.4K - $1.47K
|
7.69K
$331K
|
|
|
Jan 28, 2026
Q4 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
31+ 0.36% |
$1.31K - $1.38K
|
8.66K
$373K
|
|
|
Jan 29, 2026
Q4 2025
|
Ubs Group Ag
|
BUY
|
- |
27New |
$1.15K - $1.2K
|
27
$1.16K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 2.17% |
$1.06K - $1.11K
|
1.18K
$50.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
16+ 0.34% |
$679 - $712
|
4.69K
$202K
|
|
|
Jan 27, 2026
Q4 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
11+ 0.19% |
$467 - $489
|
5.82K
$251K
|
|
|
Jan 23, 2026
Q4 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
4+ 0.48% |
$170 - $178
|
829
$35.7K
|
|
|
Jan 26, 2026
Q4 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.44% |
$127 - $133
|
683
$29.4K
|
|
| 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
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.53K+ 20.32% |
$313K - $337K
|
44.6K
$1.92M
|
|
|
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
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43K+ 3.08% |
$101K - $109K
|
81.4K
$3.51M
|
|
|
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
|
|