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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.31K- 23.93% |
$148K - $179K
|
13.7K
$577K
|
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.81K- 39.11% |
$130K - $158K
|
5.93K
$250K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.8K- 15.09% |
$96.1K - $117K
|
15.8K
$664K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1.43K- 6.5% |
$48.8K - $59.3K
|
20.5K
$863K
|
|
| Q1 2025 | |||||||
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-54.8K- 41.82% |
$2.1M - $2.41M
|
76.2K
$3.21M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-50.7K- 13.42% |
$1.95M - $2.23M
|
327K
$13.8M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-24.1K- 44.46% |
$925K - $1.06M
|
30.1K
$1.27M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-18.7K- 39.86% |
$720K - $825K
|
28.3K
$1.19M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17.9K- 74.46% |
$686K - $787K
|
6.13K
$258K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-10.4K- 21.92% |
$398K - $456K
|
36.9K
$1.55M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.1K- 10.56% |
$311K - $357K
|
68.6K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.43K- 17.75% |
$93.3K - $107K
|
11.3K
$475K
|
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-2.03K- 23.76% |
$77.9K - $89.4K
|
6.51K
$274K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.99K- 5.98% |
$76.3K - $87.5K
|
31.2K
$1.32M
|
|
|
May 07, 2025
Q1 2025
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.6K- 10.68% |
$61.5K - $70.5K
|
13.4K
$564K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-1.57K- 6.81% |
$60.4K - $69.3K
|
21.5K
$907K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.53K- 4.18% |
$58.8K - $67.4K
|
35.1K
$1.48M
|
|
|
May 12, 2025
Q1 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-1.23K- 3.18% |
$47.3K - $54.2K
|
37.4K
$1.58M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-1.01K- 4.36% |
$38.8K - $44.5K
|
22.1K
$933K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-980- 4.31% |
$37.6K - $43.2K
|
21.8K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-823- 8.62% |
$31.6K - $36.3K
|
8.73K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-598- 5.24% |
$23K - $26.3K
|
10.8K
$455K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-589- 29.25% |
$22.6K - $26K
|
1.43K
$60K
|
|
|
May 13, 2025
Q1 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-518- 1.85% |
$19.9K - $22.8K
|
27.4K
$1.15M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454- 3.18% |
$17.4K - $20K
|
13.8K
$583K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-343- 2.16% |
$13.2K - $15.1K
|
15.5K
$653K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-339- 90.16% |
$13K - $14.9K
|
37
$1.56K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-307- 0.32% |
$11.8K - $13.5K
|
94.9K
$4M
|
|
|
Apr 24, 2025
Q1 2025
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-272- 11.27% |
$10.4K - $12K
|
2.14K
$90.2K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-205- 0.63% |
$7.87K - $9.03K
|
32.5K
$1.37M
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-159- 2.91% |
$6.11K - $7.01K
|
5.31K
$224K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-92- 36.22% |
$3.53K - $4.05K
|
162
$6.83K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-74- 0.48% |
$2.84K - $3.26K
|
15.3K
$643K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.15K- 26.16% |
$381K - $418K
|
25.8K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.5K- 11.55% |
$62.5K - $68.6K
|
11.5K
$484K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$305K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$36.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$8.89K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$214K
|
|
| 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
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 20.05% |
$74.5K - $81.7K
|
7.68K
$323K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 23.82% |
$67.5K - $74K
|
5.58K
$235K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.62K- 62.69% |
$62.5K - $68.5K
|
961
$40.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 9.4% |
$3.21K - $3.52K
|
800
$33.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 58.14% |
$1.94K - $2.12K
|
36
$1.52K
|
|
| Q2 2024 | |||||||
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$303K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$670K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-640- 35.05% |
$23.4K - $26.3K
|
1.19K
$50K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30Closed |
$1.1K - $1.23K
|
0
$0
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-1.21K- 40.85% |
$40.4K - $44.8K
|
1.75K
$73.8K
|
|