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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.16K- 5.87% |
$340K - $373K
|
131K
$5.61M
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-5.95K- 13.33% |
$248K - $272K
|
38.7K
$1.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.69K- 21.86% |
$237K - $260K
|
20.3K
$871K
|
|
|
Jan 08, 2025
Q4 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-4.4K- 9.12% |
$183K - $201K
|
43.9K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-3.86K- 6.66% |
$161K - $177K
|
54.2K
$2.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
SELL
|
- |
-3.77K- 0.99% |
$157K - $172K
|
377K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-3.24K- 7.05% |
$135K - $148K
|
42.7K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.8K- 20.47% |
$117K - $128K
|
10.9K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.6K- 91.1% |
$108K - $119K
|
254
$10.9K
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-975- 5.1% |
$40.6K - $44.6K
|
18.1K
$777K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-910- 2.71% |
$37.9K - $41.6K
|
32.7K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
SELL
|
- |
-855- 10.55% |
$35.6K - $39.1K
|
7.25K
$311K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-790- 4.16% |
$32.9K - $36.1K
|
18.2K
$780K
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-780- 2.13% |
$32.5K - $35.7K
|
35.9K
$1.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-725- 4.48% |
$30.2K - $33.2K
|
15.4K
$661K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-529- 34.46% |
$22K - $24.2K
|
1.01K
$43.1K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-428- 15.07% |
$17.8K - $19.6K
|
2.41K
$103K
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-255- 22.93% |
$10.6K - $11.7K
|
857
$36.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-187- 46.98% |
$7.79K - $8.56K
|
211
$9.04K
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-140- 2.5% |
$5.83K - $6.41K
|
5.47K
$234K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-131- 1.35% |
$5.45K - $5.99K
|
9.55K
$409K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-110- 1.8% |
$4.58K - $5.03K
|
6.01K
$257K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-108- 1.35% |
$4.5K - $4.94K
|
7.86K
$337K
|
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-87- 1.02% |
$3.62K - $3.98K
|
8.46K
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-75- 0.35% |
$3.12K - $3.43K
|
21.4K
$917K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-67- 0.45% |
$2.79K - $3.07K
|
14.8K
$635K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-66- 0.86% |
$2.75K - $3.02K
|
7.65K
$328K
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-60- 0.4% |
$2.5K - $2.75K
|
15K
$642K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-46- 0.52% |
$1.92K - $2.1K
|
8.83K
$378K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-15- 0.29% |
$625 - $686
|
5.09K
$218K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-3- 0.79% |
$125 - $137
|
376
$16.1K
|
|
| 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
$3.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.09K- 14.89% |
$80.9K - $88.7K
|
12K
$512K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 20.05% |
$74.5K - $81.7K
|
7.68K
$329K
|
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.75K- 23.82% |
$67.5K - $74K
|
5.58K
$239K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-1.62K- 62.69% |
$62.5K - $68.5K
|
961
$41.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-365- 2.73% |
$14.1K - $15.5K
|
13K
$556K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 33.33% |
$7.74K - $8.49K
|
400
$17.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183- 0.49% |
$7.08K - $7.76K
|
37K
$1.58M
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-100- 3.77% |
$3.87K - $4.24K
|
2.55K
$109K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 9.4% |
$3.21K - $3.52K
|
800
$34.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 58.14% |
$1.94K - $2.12K
|
36
$1.54K
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3- 1.89% |
$116 - $127
|
156
$6.68K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 77.78% |
$784K - $848K
|
5.9K
$253K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$308K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$681K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-640- 35.05% |
$23.4K - $26.3K
|
1.19K
$50.8K
|
|
|
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
$75K
|
|
| Q2 2023 | |||||||
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.46K- 41.28% |
$178K - $194K
|
7.76K
$332K
|
|