Purchases and Sales Made in Q3 2022 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 Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2022
Q3 2022
|
Fulcrum Capital LLC
|
BUY
|
- |
196KNew |
$5.82M - $6.98M
|
196K
$8.78M
|
|
|
Oct 18, 2022
Q3 2022
|
Bailard, Inc.
|
BUY
|
- |
141KNew |
$4.2M - $5.03M
|
141K
$6.33M
|
|
|
Oct 13, 2022
Q3 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
82.6K+ 17.56% |
$2.46M - $2.95M
|
553K
$24.8M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
72K+ 116.07% |
$2.14M - $2.57M
|
134K
$6.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.2KNew |
$751K - $900K
|
25.2K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
11.2KNew |
$334K - $401K
|
11.2K
$504K
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
6.56KNew |
$195K - $234K
|
6.56K
$294K
|
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.56K+ 11.48% |
$135K - $162K
|
44.2K
$1.98M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.26K+ 55.56% |
$127K - $152K
|
11.9K
$535K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.2K+ 38.7% |
$95.1K - $114K
|
11.5K
$514K
|
|
|
Nov 07, 2022
Q3 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
3.11K+ 44.57% |
$92.5K - $111K
|
10.1K
$453K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.09K+ 9.01% |
$91.7K - $110K
|
37.3K
$1.67M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.65K+ 11.91% |
$78.7K - $94.4K
|
24.9K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.64K+ 880.0% |
$78.5K - $94.1K
|
2.94K
$132K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
2.61K+ 22.21% |
$77.6K - $93K
|
14.4K
$644K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.12K+ 6.69% |
$63.1K - $75.7K
|
33.9K
$1.52M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.98K+ 490.82% |
$58.8K - $70.5K
|
2.38K
$107K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.78K+ 7.28% |
$52.8K - $63.4K
|
26.2K
$1.17M
|
|
|
Nov 08, 2022
Q3 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.45K+ 20.17% |
$43.2K - $51.8K
|
8.66K
$388K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
886+ 94.26% |
$26.3K - $31.6K
|
1.83K
$81.9K
|
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
790+ 5.36% |
$23.5K - $28.2K
|
15.5K
$696K
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
789+ 1.72% |
$23.5K - $28.1K
|
46.6K
$2.09M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
710New |
$21.1K - $25.3K
|
710
$31.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
635New |
$18.9K - $22.6K
|
635
$28.5K
|
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
633+ 2.05% |
$18.8K - $22.6K
|
31.5K
$1.41M
|
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
633+ 2.05% |
$18.8K - $22.6K
|
31.5K
$1.41M
|
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
206+ 0.65% |
$6.12K - $7.34K
|
31.8K
$1.43M
|
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
172New |
$5.11K - $6.13K
|
172
$7.71K
|
|
|
Nov 10, 2022
Q3 2022
|
Ubs Group Ag
|
BUY
|
- |
145New |
$4.31K - $5.17K
|
145
$6.5K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
75New |
$2.23K - $2.67K
|
75
$3.36K
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
64+ 0.36% |
$1.9K - $2.28K
|
18.1K
$810K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
50+ 2.52% |
$1.49K - $1.78K
|
2.04K
$91.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
BUY
|
- |
32New |
$951 - $1.14K
|
32
$1.43K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$29.7 - $35.7
|
20
$897
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-346- 1.89% |
$10.3K - $12.3K
|
17.9K
$804K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-372- 5.89% |
$11.1K - $13.3K
|
5.95K
$267K
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-865- 32.89% |
$25.7K - $30.8K
|
1.77K
$79.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.02K- 85.0% |
$30.3K - $36.4K
|
180
$8.07K
|
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.53K- 17.69% |
$164K - $197K
|
25.7K
$1.15M
|