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 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
284+ 4.8% |
$10.4K - $11.7K
|
6.2K
$278K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
283+ 4.51% |
$10.3K - $11.6K
|
6.56K
$294K
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
125+ 7.25% |
$4.56K - $5.14K
|
1.85K
$83K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
96+ 0.57% |
$3.5K - $3.94K
|
16.9K
$759K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
75+ 19.43% |
$2.74K - $3.08K
|
461
$20.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
74+ 3.02% |
$2.7K - $3.04K
|
2.52K
$113K
|
|
|
May 02, 2024
Q1 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
73+ 0.4% |
$2.66K - $3K
|
18.2K
$816K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
66New |
$2.41K - $2.71K
|
66
$2.96K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.25% |
$1.93K - $2.18K
|
21.1K
$946K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
38+ 1.03% |
$1.39K - $1.56K
|
3.74K
$168K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 40.0% |
$876 - $986
|
84
$3.77K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
22New |
$803 - $904
|
22
$986
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
8+ 0.05% |
$292 - $329
|
16.4K
$735K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6+ 0.06% |
$219 - $246
|
10.3K
$463K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.25% |
$110 - $123
|
1.2K
$53.6K
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.05% |
$110 - $123
|
5.6K
$251K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 3.92% |
$73 - $82.2
|
53
$2.38K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.5 - $41.1
|
1
$44.8
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 0.15% |
$36.5 - $41.1
|
667
$29.9K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.5 - $41.1
|
1
$44.8
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$36.5 - $41.1
|
1
$44.8
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-3- 0.02% |
$110 - $123
|
14.7K
$659K
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-15- 0.19% |
$548 - $616
|
7.8K
$350K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-30Closed |
$1.1K - $1.23K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-82- 8.5% |
$2.99K - $3.37K
|
883
$39.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-87- 0.49% |
$3.18K - $3.57K
|
17.8K
$800K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-97- 1.11% |
$3.54K - $3.98K
|
8.65K
$388K
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-100- 0.79% |
$3.65K - $4.11K
|
12.6K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-103- 1.23% |
$3.76K - $4.23K
|
8.27K
$371K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-253- 4.13% |
$9.23K - $10.4K
|
5.87K
$263K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-640- 35.05% |
$23.4K - $26.3K
|
1.19K
$53.2K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-665- 1.64% |
$24.3K - $27.3K
|
39.9K
$1.79M
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.12K- 77.65% |
$40.7K - $45.8K
|
321
$14.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-1.25K- 13.55% |
$45.4K - $51.1K
|
7.94K
$356K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.57K- 6.85% |
$57.4K - $64.6K
|
21.4K
$959K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 6.5% |
$79.3K - $89.3K
|
31.2K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-3.09K- 28.08% |
$113K - $127K
|
7.9K
$354K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.22K- 16.82% |
$117K - $132K
|
15.9K
$713K
|
|
|
Apr 18, 2024
Q1 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-3.59K- 2.73% |
$131K - $147K
|
128K
$5.73M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.11K- 39.48% |
$150K - $169K
|
6.31K
$283K
|
|
|
Apr 05, 2024
Q1 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-4.71K- 29.1% |
$172K - $193K
|
11.5K
$514K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.15K- 14.81% |
$224K - $252K
|
35.3K
$1.58M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.9K- 26.02% |
$617K - $694K
|
48K
$2.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-17.7K- 47.19% |
$646K - $726K
|
19.8K
$888K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.8K- 41.52% |
$685K - $771K
|
26.5K
$1.19M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
SELL
|
- |
-44.6K- 84.95% |
$1.63M - $1.83M
|
7.91K
$355K
|