Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
320K+ 731.07% |
$11.7M - $13.2M
|
364K
$15.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
187K+ 319.06% |
$6.84M - $7.7M
|
246K
$10.3M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
69.3K+ 97.58% |
$2.53M - $2.85M
|
140K
$5.89M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
53.7K+ 6870.59% |
$1.96M - $2.21M
|
54.5K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
34.4K+ 302.55% |
$1.25M - $1.41M
|
45.7K
$1.92M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.04M - $1.17M
|
28.5K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
26.6KNew |
$970K - $1.09M
|
26.6K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
23K+ 7.42% |
$839K - $944K
|
333K
$14M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.1K+ 324.36% |
$734K - $826K
|
26.3K
$1.1M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
19.4K+ 86.62% |
$707K - $796K
|
41.8K
$1.75M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 29.1% |
$585K - $658K
|
71.1K
$2.99M
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
14.7KNew |
$538K - $606K
|
14.7K
$619K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
13.4KNew |
$488K - $549K
|
13.4K
$561K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
13.2K+ 32.95% |
$482K - $542K
|
53.3K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.5KNew |
$456K - $513K
|
12.5K
$525K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.4KNew |
$378K - $426K
|
10.4K
$435K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
10.3K+ 33.42% |
$377K - $425K
|
41.3K
$1.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
10KNew |
$365K - $411K
|
10K
$420K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
10K+ 19.47% |
$365K - $411K
|
61.3K
$2.58M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.61K+ 23.19% |
$314K - $354K
|
45.7K
$1.92M
|
|
|
May 09, 2024
Q1 2024
|
Eastern Bank
|
BUY
|
- |
8.42K+ 6.48% |
$307K - $346K
|
138K
$5.81M
|
|
|
May 14, 2024
Q1 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7.33KNew |
$268K - $301K
|
7.33K
$308K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.24KNew |
$264K - $297K
|
7.24K
$304K
|
|
|
Apr 10, 2024
Q1 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.04KNew |
$220K - $248K
|
6.04K
$254K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
5.75K+ 67.91% |
$210K - $236K
|
14.2K
$598K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
BUY
|
- |
4.05K+ 2.07% |
$148K - $166K
|
199K
$8.38M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
3.92K+ 17.93% |
$143K - $161K
|
25.8K
$1.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
3.39K+ 37.82% |
$124K - $139K
|
12.4K
$519K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.32K+ 7.7% |
$121K - $136K
|
46.4K
$1.95M
|
|
|
Apr 17, 2024
Q1 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.81KNew |
$103K - $115K
|
2.81K
$118K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.75K+ 30.36% |
$100K - $113K
|
11.8K
$496K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
2.65KNew |
$96.7K - $109K
|
2.65K
$111K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.54K+ 7.94% |
$92.5K - $104K
|
34.4K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
2.45K+ 11.77% |
$89.5K - $101K
|
23.3K
$978K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.33K+ 14.56% |
$84.9K - $95.5K
|
18.3K
$768K
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
1.87K+ 32.95% |
$68.3K - $76.8K
|
7.55K
$317K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.28K+ 10.63% |
$46.8K - $52.7K
|
13.4K
$561K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
989New |
$36.1K - $40.6K
|
989
$41.5K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949New |
$34.6K - $39K
|
949
$39.9K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
943+ 8.17% |
$34.4K - $38.7K
|
12.5K
$525K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
900+ 10.56% |
$32.9K - $37K
|
9.43K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
699+ 10.35% |
$25.5K - $28.7K
|
7.45K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
605New |
$22.1K - $24.9K
|
605
$25.4K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
513+ 1.84% |
$18.7K - $21.1K
|
28.4K
$1.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
464New |
$16.9K - $19.1K
|
464
$19.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
435+ 7.92% |
$15.9K - $17.9K
|
5.93K
$249K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
432+ 150.0% |
$15.8K - $17.7K
|
720
$30.2K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
350+ 0.44% |
$12.8K - $14.4K
|
80.7K
$3.39M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$13.5K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
313+ 4.06% |
$11.4K - $12.9K
|
8.03K
$337K
|