Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
36K+ 17.74% |
$1.18M - $1.28M
|
239K
$10.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
21.9K+ 119.13% |
$714K - $780K
|
40.3K
$1.78M
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
19.4KNew |
$632K - $690K
|
19.4K
$855K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19.1KNew |
$624K - $682K
|
19.1K
$844K
|
|
|
Jul 13, 2023
Q2 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
17.2KNew |
$561K - $613K
|
17.2K
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.7K+ 51.48% |
$415K - $453K
|
37.4K
$1.65M
|
|
|
Jul 19, 2023
Q2 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
12.6KNew |
$411K - $449K
|
12.6K
$555K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
10.4K+ 73.28% |
$340K - $371K
|
24.7K
$1.09M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.21K+ 63.75% |
$300K - $328K
|
23.7K
$1.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
8.82K+ 46.71% |
$288K - $314K
|
27.7K
$1.22M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.73K+ 86.09% |
$220K - $240K
|
14.6K
$642K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.6K+ 26.75% |
$215K - $235K
|
31.2K
$1.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
6.22KNew |
$203K - $222K
|
6.22K
$274K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
5.9KNew |
$192K - $210K
|
5.9K
$260K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.85KNew |
$191K - $208K
|
5.85K
$258K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.84KNew |
$190K - $208K
|
5.84K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
BUY
|
- |
5.72K+ 53.19% |
$187K - $204K
|
16.5K
$727K
|
|
|
Aug 09, 2023
Q2 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.68KNew |
$185K - $202K
|
5.68K
$250K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
5.65KNew |
$184K - $201K
|
5.65K
$249K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53K+ 61.18% |
$148K - $161K
|
11.9K
$526K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
4.02K+ 2.12% |
$131K - $143K
|
193K
$8.53M
|
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.96K+ 27.08% |
$129K - $141K
|
18.6K
$820K
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
3.5K+ 8.07% |
$114K - $125K
|
46.8K
$2.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.63K+ 16.19% |
$85.9K - $93.8K
|
18.9K
$834K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.96K+ 15.39% |
$64K - $69.9K
|
14.7K
$649K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.74K+ 6.99% |
$56.7K - $62K
|
26.6K
$1.17M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.62K+ 4.76% |
$52.9K - $57.7K
|
35.7K
$1.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.45K+ 3.95% |
$47.4K - $51.8K
|
38.2K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.42K+ 8.95% |
$46.2K - $50.5K
|
17.3K
$761K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
981+ 1001.02% |
$32K - $34.9K
|
1.08K
$47.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
965New |
$31.5K - $34.4K
|
965
$42.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
905+ 206.62% |
$29.5K - $32.2K
|
1.34K
$59.2K
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
825+ 10.98% |
$26.9K - $29.4K
|
8.34K
$368K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
791New |
$25.8K - $28.2K
|
791
$34.9K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
754+ 187.1% |
$24.6K - $26.9K
|
1.16K
$51K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
732+ 8.69% |
$23.9K - $26.1K
|
9.16K
$404K
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
729+ 2.26% |
$23.8K - $26K
|
32.9K
$1.45M
|
|
|
Aug 09, 2023
Q2 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
538+ 6.72% |
$17.5K - $19.2K
|
8.55K
$377K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
398+ 15.52% |
$13K - $14.2K
|
2.96K
$131K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
387+ 3.12% |
$12.6K - $13.8K
|
12.8K
$564K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
297+ 2.07% |
$9.69K - $10.6K
|
14.6K
$645K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
281+ 4.75% |
$9.16K - $10K
|
6.2K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
265+ 2.73% |
$8.64K - $9.44K
|
9.97K
$440K
|
|
|
Aug 07, 2023
Q2 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
242+ 2.32% |
$7.89K - $8.62K
|
10.7K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
109+ 39.49% |
$3.55K - $3.88K
|
385
$17K
|
|
|
Aug 11, 2023
Q2 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
98+ 0.6% |
$3.2K - $3.49K
|
16.4K
$723K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 3.92% |
$3.1K - $3.38K
|
2.52K
$111K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$978 - $1.07K
|
30
$1.32K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
30New |
$978 - $1.07K
|
30
$1.32K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$65.2 - $71.2
|
660
$29.1K
|