Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
142KNew |
$5.38M - $5.82M
|
142K
$6.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
127K+ 91.8% |
$4.82M - $5.21M
|
265K
$11.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
82.1K+ 22.54% |
$3.12M - $3.37M
|
446K
$20M
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
47.4KNew |
$1.8M - $1.94M
|
47.4K
$2.12M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 164.94% |
$1.66M - $1.79M
|
70.1K
$3.14M
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
32.9KNew |
$1.25M - $1.35M
|
32.9K
$1.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
27.5K+ 8.25% |
$1.04M - $1.13M
|
360K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
22.3K+ 15.92% |
$847K - $916K
|
163K
$7.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.6K+ 14.34% |
$439K - $475K
|
92.3K
$4.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.96K+ 115.08% |
$378K - $408K
|
18.6K
$834K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.26K+ 43.32% |
$351K - $380K
|
30.6K
$1.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.29K+ 11.65% |
$314K - $340K
|
79.4K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.24KNew |
$313K - $338K
|
8.24K
$369K
|
|
|
Aug 09, 2024
Q2 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
7.89K+ 107.67% |
$300K - $324K
|
15.2K
$683K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.49K+ 24.69% |
$246K - $266K
|
32.8K
$1.47M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.18K+ 19.77% |
$234K - $253K
|
37.4K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.56KNew |
$211K - $228K
|
5.56K
$249K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.77K+ 7.77% |
$181K - $196K
|
66.1K
$2.96M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.83K+ 7.19% |
$145K - $157K
|
57.1K
$2.56M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.72K+ 36.0% |
$141K - $153K
|
14K
$630K
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
3.19K+ 25.35% |
$121K - $131K
|
15.8K
$706K
|
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
2.34K+ 5.6% |
$88.7K - $95.9K
|
44.1K
$1.98M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.29K+ 0.93% |
$86.7K - $93.8K
|
248K
$11.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.21K+ 29.65% |
$83.8K - $90.6K
|
9.66K
$433K
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.15K+ 29.66% |
$81.5K - $88.1K
|
9.39K
$421K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.93K+ 10.55% |
$73.2K - $79.2K
|
20.2K
$907K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.61K+ 3.91% |
$61.3K - $66.2K
|
42.9K
$1.92M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
1.5K+ 7.56% |
$56.8K - $61.4K
|
21.3K
$955K
|
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
1.45K+ 9.88% |
$55.1K - $59.6K
|
16.1K
$724K
|
|
|
Aug 02, 2024
Q2 2024
|
Sage Financial Group Inc
|
BUY
|
- |
1.35K+ 5.79% |
$51.2K - $55.3K
|
24.6K
$1.1M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.34K+ 2.46% |
$50.9K - $55K
|
55.9K
$2.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.25KNew |
$47.4K - $51.3K
|
1.25K
$56.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1.21K+ 261.39% |
$45.7K - $49.4K
|
1.67K
$74.7K
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.19K+ 19.63% |
$45K - $48.6K
|
7.22K
$324K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.16K+ 4.07% |
$43.8K - $47.4K
|
29.6K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.06KNew |
$40.2K - $43.4K
|
1.06K
$47.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.06KNew |
$40.1K - $43.4K
|
1.06K
$47.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.04K+ 4.03% |
$39.5K - $42.7K
|
26.9K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 395.74% |
$38.7K - $41.9K
|
1.28K
$57.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
996+ 9.61% |
$37.8K - $40.9K
|
11.4K
$509K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
847+ 6.34% |
$32.1K - $34.8K
|
14.2K
$637K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
719+ 10.96% |
$27.3K - $29.5K
|
7.28K
$326K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
621New |
$23.6K - $25.5K
|
621
$27.8K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
BUY
|
- |
583+ 0.29% |
$22.1K - $23.9K
|
200K
$8.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
368New |
$14K - $15.1K
|
368
$16.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
368New |
$14K - $15.1K
|
368
$16.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
271+ 37.64% |
$10.3K - $11.1K
|
991
$44.4K
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
260+ 1.43% |
$9.87K - $10.7K
|
18.5K
$828K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
225+ 2.8% |
$8.54K - $9.23K
|
8.25K
$370K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
212+ 16.26% |
$8.05K - $8.7K
|
1.52K
$68K
|