Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2023
Q3 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
101KNew |
$3.37M - $3.74M
|
101K
$4.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.5K+ 97.02% |
$919K - $1.02M
|
55.9K
$2.53M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
26.1K+ 140.64% |
$873K - $968K
|
44.7K
$2.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
22.9K+ 9.57% |
$764K - $848K
|
262K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
20.3K+ 104.87% |
$679K - $753K
|
39.7K
$1.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
17.7KNew |
$591K - $656K
|
17.7K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
15.3K+ 79.91% |
$511K - $566K
|
34.4K
$1.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
13.8K+ 40.88% |
$459K - $509K
|
47.4K
$2.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
13KNew |
$433K - $480K
|
13K
$587K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
11.8K+ 151.12% |
$393K - $436K
|
19.6K
$887K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
11K+ 27.27% |
$367K - $407K
|
51.3K
$2.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.01KNew |
$301K - $334K
|
9.01K
$408K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.62KNew |
$288K - $319K
|
8.62K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.19K+ 21.87% |
$274K - $303K
|
45.6K
$2.07M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.21KNew |
$241K - $267K
|
7.21K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.53KNew |
$218K - $242K
|
6.53K
$296K
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
6.36KNew |
$212K - $236K
|
6.36K
$288K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
4.39K+ 2.27% |
$147K - $163K
|
198K
$8.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
4.31K+ 26.44% |
$144K - $160K
|
20.6K
$934K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.64K+ 14.76% |
$122K - $135K
|
28.3K
$1.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.49K+ 20.24% |
$117K - $129K
|
20.8K
$941K
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.43K+ 26.8% |
$114K - $127K
|
16.2K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.65K+ 17.77% |
$88.5K - $98.2K
|
17.6K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.54K+ 9.19% |
$85K - $94.2K
|
30.2K
$1.37M
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.48K+ 17.01% |
$82.7K - $91.7K
|
17K
$772K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.89K+ 30.44% |
$63K - $69.9K
|
8.08K
$366K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.87K+ 3.99% |
$62.4K - $69.2K
|
48.7K
$2.21M
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.5K+ 5.63% |
$50.1K - $55.6K
|
28.1K
$1.28M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
BUY
|
- |
1.4K+ 3.92% |
$46.7K - $51.8K
|
37.1K
$1.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
1.36K+ 10.82% |
$45.5K - $50.4K
|
14K
$633K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
1.21K+ 21.5% |
$40.5K - $45K
|
6.86K
$311K
|
|
|
Oct 10, 2023
Q3 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
1.12K+ 0.85% |
$37.5K - $41.6K
|
133K
$6.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.02K+ 6.2% |
$34.1K - $37.9K
|
17.5K
$793K
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1K+ 6.81% |
$33.5K - $37.1K
|
15.7K
$713K
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
950+ 8.91% |
$31.7K - $35.2K
|
11.6K
$526K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
584+ 6.38% |
$19.5K - $21.6K
|
9.74K
$442K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
421New |
$14.1K - $15.6K
|
421
$19.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
339+ 3.97% |
$11.3K - $12.6K
|
8.88K
$403K
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
305+ 4.9% |
$10.2K - $11.3K
|
6.53K
$296K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
258New |
$8.62K - $9.56K
|
258
$11.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
193+ 1.63% |
$6.45K - $7.15K
|
12.1K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
160+ 1.46% |
$5.34K - $5.93K
|
11.1K
$505K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
105+ 7.82% |
$3.51K - $3.89K
|
1.45K
$65.7K
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
74+ 0.22% |
$2.47K - $2.74K
|
33K
$1.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
56+ 0.33% |
$1.87K - $2.07K
|
17K
$770K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
44New |
$1.47K - $1.63K
|
44
$1.99K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
32+ 0.17% |
$1.07K - $1.19K
|
18.9K
$858K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.37% |
$134 - $148
|
1.08K
$49.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.45% |
$100 - $111
|
663
$30.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|