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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
183+ 0.39% |
$6.94K - $7.51K
|
46.6K
$2.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
180+ 0.52% |
$6.83K - $7.39K
|
34.6K
$1.55M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
176+ 2.97% |
$6.68K - $7.22K
|
6.11K
$274K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
175+ 1.86% |
$6.64K - $7.18K
|
9.6K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
170+ 2.25% |
$6.45K - $6.98K
|
7.72K
$346K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
150+ 1.02% |
$5.69K - $6.15K
|
14.9K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
129+ 2.18% |
$4.9K - $5.29K
|
6.06K
$272K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
121New |
$4.59K - $4.96K
|
121
$5.43K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95New |
$3.61K - $3.9K
|
95
$4.26K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 140.91% |
$3.53K - $3.82K
|
159
$7.13K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
86New |
$3.26K - $3.53K
|
86
$3.86K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
53+ 2.1% |
$2.01K - $2.17K
|
2.58K
$116K
|
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
47+ 0.29% |
$1.78K - $1.93K
|
16.4K
$737K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
27+ 0.23% |
$1.02K - $1.11K
|
11.8K
$531K
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
24+ 0.24% |
$911 - $985
|
10K
$449K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.05% |
$114 - $123
|
5.6K
$251K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
3+ 0.05% |
$114 - $123
|
5.88K
$263K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
2+ 0.17% |
$75.9 - $82.1
|
1.2K
$53.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$75.9 - $82.1
|
669
$30K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-13- 0.1% |
$493 - $533
|
12.5K
$559K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-50- 0.4% |
$1.9K - $2.05K
|
12.3K
$552K
|
|
|
Jul 11, 2024
Q2 2024
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-53- 0.04% |
$2.01K - $2.17K
|
128K
$5.72M
|
|
|
Aug 08, 2024
Q2 2024
|
Wrapmanager Inc
|
SELL
|
- |
-58- 0.73% |
$2.2K - $2.38K
|
7.85K
$352K
|
|
|
Jul 03, 2024
Q2 2024
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-90- 0.78% |
$3.42K - $3.69K
|
11.4K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-175- 1.23% |
$6.64K - $7.18K
|
14K
$630K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-320- 99.69% |
$12.1K - $13.1K
|
1
$44.8
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-374- 13.31% |
$14.2K - $15.3K
|
2.44K
$109K
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-388- 2.29% |
$14.7K - $15.9K
|
16.5K
$741K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-586- 59.25% |
$22.2K - $24K
|
403
$18.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-613- 7.86% |
$23.3K - $25.2K
|
7.19K
$322K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-618- 7.78% |
$23.5K - $25.4K
|
7.33K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.25K- 67.57% |
$47.4K - $51.3K
|
600
$26.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.64K- 43.9% |
$62.2K - $67.3K
|
2.1K
$94K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.33K- 13.03% |
$88.2K - $95.4K
|
15.5K
$696K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.67K- 33.81% |
$101K - $110K
|
5.23K
$235K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-3.38K- 53.65% |
$128K - $139K
|
2.92K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-8.61K- 18.82% |
$327K - $353K
|
37.1K
$1.67M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.39K- 19.54% |
$356K - $385K
|
38.6K
$1.73M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.3K- 29.27% |
$393K - $424K
|
25K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-20.7K- 77.78% |
$784K - $848K
|
5.9K
$265K
|