Purchases and Sales Made in Q2 2024 in Ishares Tr Esg Screened S&P Mi (XJH)

XJH Quotes by TradingView

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
 -
142K
New
$5.38M - $5.82M
142K $6.25M
Jul 23, 2024 Q2 2024
Eastern Bank

BUY
 -
127K
+ 91.8%
$4.82M - $5.21M
265K $11.7M
Aug 14, 2024 Q2 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
82.1K
+ 22.54%
$3.12M - $3.37M
446K $19.7M
Jul 12, 2024 Q2 2024
Francis Financial, Inc.

New York, NY
BUY
 -
47.4K
New
$1.8M - $1.94M
47.4K $2.09M
Aug 07, 2024 Q2 2024
Lpl Financial LLC

Fort Mill, SC
BUY
 -
43.6K
+ 164.94%
$1.66M - $1.79M
70.1K $3.09M
Aug 05, 2024 Q2 2024
Private Advisor Group, LLC

BUY
 -
32.9K
New
$1.25M - $1.35M
32.9K $1.45M
Jul 19, 2024 Q2 2024
Raymond James & Associates

St Petersburg, FL
BUY
 -
27.5K
+ 8.25%
$1.04M - $1.13M
360K $15.9M
Aug 13, 2024 Q2 2024
Mariner, LLC

Overland Park, KS
BUY
 -
22.3K
+ 15.92%
$847K - $916K
163K $7.17M
Aug 14, 2024 Q2 2024
Franklin Resources Inc

San Mateo, CA
BUY
 -
11.6K
+ 14.34%
$439K - $475K
92.3K $4.07M
Jul 16, 2024 Q2 2024
Wealth Enhancement Advisory Services, LLC

BUY
 -
9.96K
+ 115.08%
$378K - $408K
18.6K $821K
Jul 31, 2024 Q2 2024
Commonwealth Equity Services, LLC

BUY
 -
8.29K
+ 11.65%
$314K - $340K
79.4K $3.5M
Aug 13, 2024 Q2 2024
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
8.24K
New
$313K - $338K
8.24K $363K
Aug 09, 2024 Q2 2024
Eley Financial Management, Inc

South Burlington, VT
BUY
 -
7.89K
+ 107.67%
$300K - $324K
15.2K $671K
Aug 22, 2024 Q2 2024
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.49K
+ 24.69%
$246K - $266K
32.8K $1.45M
Aug 13, 2024 Q2 2024
High Tower Advisors, LLC

Chicago, IL
BUY
 -
6.18K
+ 19.77%
$234K - $253K
37.4K $1.65M
Aug 01, 2024 Q2 2024
Novare Capital Management LLC

BUY
 -
5.56K
New
$211K - $228K
5.56K $245K
Jul 22, 2024 Q2 2024
Jnba Financial Advisors

BUY
 -
4.77K
+ 7.77%
$181K - $196K
66.1K $2.92M
Aug 13, 2024 Q2 2024
Advisory Services Network, LLC

BUY
 -
3.83K
+ 7.19%
$145K - $157K
57.1K $2.52M
Aug 15, 2024 Q2 2024
Creative Planning

Overland Park, KS
BUY
 -
3.72K
+ 36.0%
$141K - $153K
14K $620K
Aug 12, 2024 Q2 2024
First United Bank & Trust

BUY
 -
3.19K
+ 25.35%
$121K - $131K
15.8K $695K
Jul 31, 2024 Q2 2024
Balanced Rock Investment Advisor

Roslindale, MA
BUY
 -
2.34K
+ 5.6%
$88.7K - $95.9K
44.1K $1.94M
Jul 19, 2024 Q2 2024
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
2.29K
+ 0.93%
$86.7K - $93.8K
248K $11M
Aug 14, 2024 Q2 2024
Mml Investors Services, LLC

Springfield, MA
BUY
 -
2.21K
+ 29.65%
$83.8K - $90.6K
9.66K $426K
Aug 01, 2024 Q2 2024
Magnus Financial Group LLC

New York, NY
BUY
 -
2.15K
+ 29.66%
$81.5K - $88.1K
9.39K $414K
Jul 31, 2024 Q2 2024
D.A. Davidson & Co.

BUY
 -
1.93K
+ 10.55%
$73.2K - $79.2K
20.2K $892K
Aug 09, 2024 Q2 2024
Dohj, LLC

Seattle, WA
BUY
 -
1.61K
+ 3.91%
$61.3K - $66.2K
42.9K $1.89M
Aug 01, 2024 Q2 2024
Affiance Financial, LLC

BUY
 -
1.5K
+ 7.56%
$56.8K - $61.4K
21.3K $939K
Jul 24, 2024 Q2 2024
Better Money Decisions, LLC

BUY
 -
1.45K
+ 9.88%
$55.1K - $59.6K
16.1K $712K
Aug 02, 2024 Q2 2024
Sage Financial Group Inc

BUY
 -
1.35K
+ 5.79%
$51.2K - $55.3K
24.6K $1.09M
Aug 08, 2024 Q2 2024
Steward Partners Investment Advisory, LLC

BUY
 -
1.34K
+ 2.46%
$50.9K - $55K
55.9K $2.46M
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
1.25K
New
$47.4K - $51.3K
1.25K $55.1K
Aug 02, 2024 Q2 2024
Larson Financial Group LLC

BUY
 -
1.21K
+ 261.39%
$45.7K - $49.4K
1.67K $73.5K
Jul 24, 2024 Q2 2024
Pathway Financial Advisors LLC

BUY
 -
1.19K
+ 19.63%
$45K - $48.6K
7.22K $319K
Jul 26, 2024 Q2 2024
Cambridge Investment Research Advisors, Inc.

BUY
 -
1.16K
+ 4.07%
$43.8K - $47.4K
29.6K $1.3M
Aug 08, 2024 Q2 2024
Hanson & Doremus Investment Management

BUY
 -
1.06K
New
$40.2K - $43.4K
1.06K $46.7K
Aug 12, 2024 Q2 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
1.06K
New
$40.1K - $43.4K
1.06K $46.6K
Aug 07, 2024 Q2 2024
Coldstream Capital Management Inc

BUY
 -
1.04K
+ 4.03%
$39.5K - $42.7K
26.9K $1.18M
Aug 12, 2024 Q2 2024
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
1.02K
+ 395.74%
$38.7K - $41.9K
1.28K $56.4K
Aug 14, 2024 Q2 2024
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
996
+ 9.61%
$37.8K - $40.9K
11.4K $501K
Aug 13, 2024 Q2 2024
Ci Private Wealth, LLC

Miami, FL
BUY
 -
847
+ 6.34%
$32.1K - $34.8K
14.2K $627K
Jul 16, 2024 Q2 2024
Tarbox Family Office, Inc.

BUY
 -
719
+ 10.96%
$27.3K - $29.5K
7.28K $321K
Aug 09, 2024 Q2 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
621
New
$23.6K - $25.5K
621 $27.4K
Jul 25, 2024 Q2 2024
Bailard, Inc.

BUY
 -
583
+ 0.29%
$22.1K - $23.9K
200K $8.82M
Aug 13, 2024 Q2 2024
Assetmark, Inc

BUY
 -
368
New
$14K - $15.1K
368 $16.2K
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
368
New
$14K - $15.1K
368 $16.2K
Jul 22, 2024 Q2 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
BUY
 -
271
+ 37.64%
$10.3K - $11.1K
991 $43.7K
Aug 05, 2024 Q2 2024
Opes Wealth Management LLC

Menlo Park, CA
BUY
 -
260
+ 1.43%
$9.87K - $10.7K
18.5K $814K
Aug 20, 2024 Q2 2024
Truist Financial Corp

BUY
 -
225
+ 2.8%
$8.54K - $9.23K
8.25K $364K
Jul 12, 2024 Q2 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
212
+ 16.26%
$8.05K - $8.7K
1.52K $66.9K

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