Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Screened S&P Mi (XJH)

XJH Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P MI.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 19, 2023 Q1 2023
Eastern Bank

BUY
 -
132K
New
$4.26M - $4.9M
132K $6M
Apr 18, 2023 Q1 2023
Affiance Financial, LLC

BUY
 -
28.1K
+ 469.41%
$904K - $1.04M
34.1K $1.54M
Apr 14, 2023 Q1 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
21.6K
+ 11.9%
$696K - $800K
203K $9.21M
May 15, 2023 Q1 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
16.1K
+ 588.98%
$520K - $597K
18.9K $856K
May 10, 2023 Q1 2023
L & S Advisors Inc

Los Angeles, CA
BUY
 -
15K
New
$485K - $557K
15K $682K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
14.6K
New
$471K - $541K
14.6K $663K
May 08, 2023 Q1 2023
Bailard, Inc.

BUY
 -
14.1K
+ 8.06%
$455K - $522K
189K $8.59M
Apr 17, 2023 Q1 2023
Optas, LLC

BUY
 -
9.79K
New
$315K - $362K
9.79K $444K
Apr 14, 2023 Q1 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
8.84K
+ 31.63%
$285K - $327K
36.8K $1.67M
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
7.92K
+ 121.39%
$255K - $293K
14.4K $655K
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
7.4K
New
$238K - $274K
7.4K $336K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
7.08K
+ 99.05%
$228K - $262K
14.2K $645K
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
6.15K
+ 50.29%
$198K - $227K
18.4K $833K
Apr 27, 2023 Q1 2023
Davenport & CO LLC

BUY
 -
5.93K
New
$191K - $219K
5.93K $269K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
5.92K
New
$190K - $219K
5.92K $268K
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
4.77K
+ 59.63%
$153K - $176K
12.8K $578K
Apr 28, 2023 Q1 2023
Cwm, LLC

BUY
 -
4.54K
+ 5155.68%
$146K - $168K
4.63K $210K
Apr 18, 2023 Q1 2023
Sage Financial Group Inc

BUY
 -
4.41K
+ 69.41%
$142K - $163K
10.8K $488K
May 12, 2023 Q1 2023
Topel & Distasi Wealth Management, LLC

BUY
 -
3.73K
+ 55.79%
$120K - $138K
10.4K $472K
May 11, 2023 Q1 2023
Envestnet Asset Management Inc

BUY
 -
3.53K
+ 12.81%
$114K - $131K
31.1K $1.41M
May 01, 2023 Q1 2023
Jnba Financial Advisors

BUY
 -
3.51K
+ 8.82%
$113K - $130K
43.3K $1.97M
May 12, 2023 Q1 2023
Bank Of America Corp

Charlotte, NC
BUY
 -
2.8K
+ 40.5%
$90.1K - $103K
9.71K $440K
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
2.56K
New
$82.6K - $94.8K
2.56K $116K
Apr 14, 2023 Q1 2023
Congress Wealth Management LLC

Boston, MA
BUY
 -
2.19K
+ 21.4%
$70.4K - $80.8K
12.4K $562K
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.98K
New
$63.6K - $73.1K
1.98K $89.5K
Apr 21, 2023 Q1 2023
Time Scale Financial, Inc.

BUY
 -
1.92K
New
$61.9K - $71.1K
1.92K $87.1K
May 15, 2023 Q1 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
1.77K
+ 17.46%
$56.8K - $65.3K
11.9K $538K
May 03, 2023 Q1 2023
Better Money Decisions, LLC

BUY
 -
1.55K
+ 24.08%
$50K - $57.5K
8.01K $363K
May 08, 2023 Q1 2023
Shira Ridge Wealth Management

Larkspur, CA
BUY
 -
1.52K
+ 1.17%
$49K - $56.3K
132K $5.98M
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
1.52K
+ 4.23%
$48.9K - $56.2K
37.4K $1.7M
May 09, 2023 Q1 2023
Armbruster Capital Management, Inc.

BUY
 -
1.5K
+ 23.72%
$48.3K - $55.5K
7.83K $355K
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
1.35K
+ 5000.0%
$43.5K - $49.9K
1.38K $62.4K
Aug 01, 2024 Q1 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
1.2K
+ 298.51%
$38.7K - $44.5K
1.61K $72.8K
May 11, 2023 Q1 2023
Fortis Capital Management LLC

BUY
 -
1.14K
+ 6.48%
$36.5K - $42K
18.6K $845K
May 03, 2023 Q1 2023
Kistler Tiffany Companies, LLC

Berwyn, PA
BUY
 -
903
+ 25.47%
$29.1K - $33.4K
4.45K $202K
Apr 18, 2023 Q1 2023
First United Bank & Trust

BUY
 -
895
+ 13.52%
$28.8K - $33.1K
7.52K $341K
May 12, 2023 Q1 2023
Atlantic Private Wealth, LLC

BUY
 -
770
+ 4.96%
$24.8K - $28.5K
16.3K $739K
Apr 07, 2023 Q1 2023
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
438
New
$14.1K - $16.2K
438 $19.9K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
398
New
$12.8K - $14.7K
398 $18K
May 01, 2023 Q1 2023
Gould Asset Management LLC

Claremont, CA
BUY
 -
340
+ 1.38%
$10.9K - $12.6K
24.9K $1.13M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
320
+ 2.06%
$10.3K - $11.8K
15.8K $718K
May 15, 2023 Q1 2023
Deutsche Bank Ag\

Frankfurt Am Main, 2M
BUY
 -
250
+ 25.0%
$8.05K - $9.25K
1.25K $56.7K
May 15, 2023 Q1 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
233
+ 2.13%
$7.5K - $8.62K
11.2K $506K
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
178
+ 2.34%
$5.73K - $6.58K
7.78K $353K
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
152
+ 0.47%
$4.89K - $5.62K
32.2K $1.46M
May 04, 2023 Q1 2023
Larson Financial Group LLC

BUY
 -
87
+ 46.03%
$2.8K - $3.22K
276 $12.5K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
77
+ 0.92%
$2.48K - $2.85K
8.43K $382K
May 11, 2023 Q1 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
65
New
$2.09K - $2.4K
65 $2.95K
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
28
+ 87.5%
$902 - $1.04K
60 $2.72K

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