Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-38.7K- 40.83% |
$1.33M - $1.61M
|
56.1K
$2.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-22.5K- 82.25% |
$773K - $938K
|
4.87K
$204K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 41.65% |
$516K - $626K
|
21.1K
$883K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13.9K- 9.33% |
$477K - $579K
|
135K
$5.66M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.7K- 30.15% |
$436K - $529K
|
29.4K
$1.23M
|
|
|
Aug 12, 2025
Q2 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-8.12K- 24.66% |
$278K - $338K
|
24.8K
$1.04M
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-7.99K- 10.49% |
$274K - $332K
|
68.2K
$2.85M
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-7.85K- 9.05% |
$269K - $327K
|
78.9K
$3.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.45K- 20.18% |
$255K - $310K
|
29.5K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-6.46K- 17.27% |
$222K - $269K
|
31K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-5.41K- 7.88% |
$185K - $225K
|
63.2K
$2.65M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-5.26K- 6.09% |
$180K - $219K
|
81.1K
$3.4M
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-4.87K- 1.49% |
$167K - $203K
|
322K
$13.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.31K- 23.93% |
$148K - $179K
|
13.7K
$573K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.81K- 39.11% |
$130K - $158K
|
5.93K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.36K- 3.38% |
$115K - $140K
|
95.8K
$4.01M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.8K- 15.09% |
$96.1K - $117K
|
15.8K
$660K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.69K- 30.82% |
$92.2K - $112K
|
6.04K
$253K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.46K- 7.87% |
$84.3K - $102K
|
28.8K
$1.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.37K- 47.29% |
$81.2K - $98.6K
|
2.64K
$111K
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.09K- 0.97% |
$71.5K - $86.7K
|
214K
$8.95M
|
|
|
Aug 11, 2025
Q2 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-1.55K- 15.92% |
$53.1K - $64.4K
|
8.18K
$342K
|
|
|
Aug 11, 2025
Q2 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.43K- 6.44% |
$48.8K - $59.3K
|
20.7K
$867K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 6.5% |
$48.8K - $59.3K
|
20.5K
$858K
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-848- 3.58% |
$29.1K - $35.3K
|
22.8K
$956K
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-814- 3.74% |
$27.9K - $33.9K
|
21K
$877K
|
|
|
Aug 12, 2025
Q2 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-776- 11.92% |
$26.6K - $32.3K
|
5.73K
$240K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-754- 4.94% |
$25.8K - $31.4K
|
14.5K
$608K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-319- 26.9% |
$10.9K - $13.3K
|
867
$36.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Eley Financial Management, Inc
South Burlington, VT |
SELL
|
- |
-246- 1.25% |
$8.43K - $10.2K
|
19.5K
$816K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-235- 0.72% |
$8.06K - $9.78K
|
32.3K
$1.35M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-184- 2.14% |
$6.31K - $7.65K
|
8.42K
$352K
|
|
|
Jul 22, 2025
Q2 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-147- 6.87% |
$5.04K - $6.12K
|
1.99K
$83.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-82- 0.76% |
$2.81K - $3.41K
|
10.7K
$449K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-75- 2.36% |
$2.57K - $3.12K
|
3.1K
$130K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 3.18% |
$17.4K - $20K
|
13.8K
$579K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 90.16% |
$13K - $14.9K
|
37
$1.55K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92- 36.22% |
$3.53K - $4.05K
|
162
$6.78K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 11.55% |
$62.5K - $68.6K
|
11.5K
$481K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$304K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$35.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$8.83K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$213K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-157K- 63.17% |
$6.07M - $6.66M
|
91.5K
$3.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 23.82% |
$67.5K - $74K
|
5.58K
$234K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.62K- 62.69% |
$62.5K - $68.5K
|
961
$40.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 9.4% |
$3.21K - $3.52K
|
800
$33.5K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$301K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$666K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30Closed |
$1.1K - $1.23K
|
0
$0
|
|