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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
139KNew |
$5.38M - $5.9M
|
139K
$5.87M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116K+ 43.62% |
$4.48M - $4.91M
|
381K
$16.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.47M - $1.62M
|
38.1K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
37.2K+ 78.43% |
$1.44M - $1.58M
|
84.5K
$3.57M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 324.16% |
$1.43M - $1.56M
|
48.3K
$2.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 18.39% |
$1.16M - $1.27M
|
193K
$8.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 5.96% |
$1.03M - $1.13M
|
473K
$20M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$914K - $1M
|
23.6K
$996K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$2.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 27.07% |
$734K - $805K
|
89K
$3.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$15.8M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 38.89% |
$496K - $543K
|
45.7K
$1.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 579.95% |
$494K - $541K
|
15K
$631K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.66KNew |
$374K - $410K
|
9.66K
$408K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.55KNew |
$331K - $363K
|
8.55K
$361K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
6.12KNew |
$237K - $260K
|
6.12K
$258K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.81K+ 2.9% |
$225K - $247K
|
206K
$8.69M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.22KNew |
$202K - $221K
|
5.22K
$220K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.1KNew |
$198K - $217K
|
5.1K
$215K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.03KNew |
$195K - $213K
|
5.03K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79KNew |
$185K - $203K
|
4.79K
$202K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.76K+ 7.2% |
$184K - $202K
|
70.9K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.51K+ 31.71% |
$174K - $191K
|
18.7K
$790K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.12K+ 2.91% |
$160K - $175K
|
146K
$6.16M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.36K+ 21.33% |
$130K - $143K
|
19.1K
$806K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.06K+ 7.14% |
$118K - $130K
|
45.9K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.41K+ 19.34% |
$93.4K - $102K
|
14.9K
$628K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.39K+ 39.15% |
$92.5K - $101K
|
8.5K
$358K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.38KNew |
$92.2K - $101K
|
2.38K
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 11.69% |
$91.5K - $100K
|
22.6K
$953K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 3.93% |
$85K - $93.2K
|
58K
$2.45M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19K+ 8.14% |
$84.6K - $92.8K
|
29K
$1.23M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.06K+ 12.75% |
$79.7K - $87.3K
|
18.2K
$768K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 150.63% |
$69.8K - $76.5K
|
3K
$127K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 170.1% |
$69.6K - $76.3K
|
2.86K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$58.5K - $64.1K
|
1.51K
$63.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.45K+ 20.05% |
$56.1K - $61.4K
|
8.67K
$366K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 7.64% |
$55K - $60.3K
|
20K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.42K+ 15.11% |
$54.9K - $60.2K
|
10.8K
$456K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.35KNew |
$52.3K - $57.4K
|
1.35K
$57K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31KNew |
$50.9K - $55.8K
|
1.31K
$55.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 4.1% |
$48.7K - $53.3K
|
31.9K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 4.08% |
$39.5K - $43.3K
|
26K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.02K+ 6.71% |
$39.5K - $43.3K
|
16.2K
$685K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
899+ 10.89% |
$34.8K - $38.1K
|
9.15K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$29.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
691+ 9.49% |
$26.7K - $29.3K
|
7.97K
$336K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
641+ 2.6% |
$24.8K - $27.2K
|
25.3K
$1.07M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
614+ 166.85% |
$23.8K - $26.1K
|
982
$41.4K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 10.09% |
$23.7K - $25.9K
|
6.67K
$281K
|