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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
463KNew |
$19.3M - $21.2M
|
463K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
74KNew |
$3.08M - $3.38M
|
74K
$2.97M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
32.3K+ 6.83% |
$1.34M - $1.48M
|
505K
$20.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
31.6K+ 16.43% |
$1.32M - $1.45M
|
224K
$9.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
27.9KNew |
$1.16M - $1.28M
|
27.9K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
24KNew |
$999K - $1.1M
|
24K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
BUY
|
- |
23.1KNew |
$964K - $1.06M
|
23.1K
$930K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
22.9KNew |
$954K - $1.05M
|
22.9K
$921K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
16.4KNew |
$685K - $752K
|
16.4K
$661K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
15.8KNew |
$660K - $725K
|
15.8K
$637K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 22.62% |
$538K - $591K
|
70K
$2.81M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.8K+ 37.61% |
$535K - $588K
|
47K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.7K+ 13.1% |
$486K - $534K
|
101K
$4.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
10.6K+ 12.58% |
$443K - $487K
|
95.2K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.06KNew |
$377K - $414K
|
9.06K
$364K
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
8.54KNew |
$355K - $391K
|
8.54K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
8.08K+ 80.36% |
$337K - $370K
|
18.1K
$729K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
7.46K+ 10.53% |
$311K - $341K
|
78.3K
$3.15M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.93K+ 7.51% |
$288K - $317K
|
99.2K
$3.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.92K+ 132.17% |
$288K - $316K
|
12.1K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
6.53KNew |
$272K - $299K
|
6.53K
$262K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
6.27KNew |
$261K - $287K
|
6.27K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
6.11K+ 5.15% |
$254K - $279K
|
125K
$5.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
5.92KNew |
$247K - $271K
|
5.92K
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
5.92KNew |
$246K - $271K
|
5.92K
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
5.18K+ 2.52% |
$216K - $237K
|
211K
$8.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.4K+ 23.5% |
$183K - $201K
|
23.1K
$929K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
4.21K+ 17.84% |
$175K - $193K
|
27.8K
$1.12M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
BUY
|
- |
3.91KNew |
$163K - $179K
|
3.91K
$157K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.57K+ 30.29% |
$149K - $163K
|
15.3K
$616K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.56K+ 10.75% |
$148K - $163K
|
36.6K
$1.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
2.58KNew |
$107K - $118K
|
2.58K
$104K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.42KNew |
$101K - $111K
|
2.42K
$97.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.17K+ 462.9% |
$90.4K - $99.3K
|
2.64K
$106K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 2.69% |
$83.6K - $91.8K
|
76.8K
$3.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
1.84K+ 21.7% |
$76.7K - $84.3K
|
10.3K
$415K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
1.76KNew |
$73.4K - $80.6K
|
1.76K
$70.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.74K+ 14.55% |
$72.4K - $79.6K
|
13.7K
$550K
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.63K+ 6.46% |
$68K - $74.7K
|
26.9K
$1.08M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.52K+ 3.33% |
$63.4K - $69.7K
|
47.3K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.45K+ 30.29% |
$60.4K - $66.4K
|
6.24K
$251K
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.43K+ 16.51% |
$59.6K - $65.5K
|
10.1K
$406K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.32K+ 4.14% |
$55K - $60.4K
|
33.2K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
1.3KNew |
$54K - $59.4K
|
1.3K
$52.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
1.24K+ 0.85% |
$51.7K - $56.8K
|
147K
$5.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.14K+ 17.05% |
$47.3K - $52K
|
7.81K
$314K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.04K+ 9.58% |
$43.1K - $47.4K
|
11.8K
$476K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
1.03K+ 105.09% |
$43K - $47.2K
|
2.01K
$80.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
937+ 5.77% |
$39K - $42.9K
|
17.2K
$690K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
914+ 3.15% |
$38.1K - $41.8K
|
30K
$1.2M
|