Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Screened S&P Mi (XJH)
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 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$64.4 - $74
|
658
$29.8K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-15- 13.27% |
$483 - $555
|
98
$4.44K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-51- 0.31% |
$1.64K - $1.89K
|
16.3K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-69- 1.1% |
$2.22K - $2.55K
|
6.21K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-260- 9.69% |
$8.37K - $9.62K
|
2.42K
$110K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-603- 1.33% |
$19.4K - $22.3K
|
44.9K
$2.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-700- 3.96% |
$22.5K - $25.9K
|
17K
$769K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$38.5K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-1.06K- 55.5% |
$34.1K - $39.2K
|
850
$38.5K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.27K- 8.13% |
$40.8K - $46.9K
|
14.3K
$650K
|
|
|
May 08, 2023
Q1 2023
|
Weil Company, Inc.
|
SELL
|
- |
-1.48K- 18.48% |
$47.5K - $54.6K
|
6.51K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.44K- 25.14% |
$143K - $164K
|
13.2K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-4.5K- 21.98% |
$145K - $166K
|
16K
$724K
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.8K- 26.24% |
$283K - $325K
|
24.7K
$1.12M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-32.8K- 49.4% |
$1.06M - $1.21M
|
33.6K
$1.53M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-38.6K- 62.96% |
$1.24M - $1.43M
|
22.7K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-214K- 42.83% |
$6.88M - $7.9M
|
285K
$12.9M
|