Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
139KNew |
$5.38M - $5.9M
|
139K
$6.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116K+ 43.62% |
$4.48M - $4.91M
|
381K
$17.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.47M - $1.62M
|
38.1K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
37.2K+ 78.43% |
$1.44M - $1.58M
|
84.5K
$3.79M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 324.16% |
$1.43M - $1.56M
|
48.3K
$2.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 18.39% |
$1.16M - $1.27M
|
193K
$8.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 5.96% |
$1.03M - $1.13M
|
473K
$21.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$914K - $1M
|
23.6K
$1.06M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$3.11M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 27.07% |
$734K - $805K
|
89K
$3.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$16.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 38.89% |
$496K - $543K
|
45.7K
$2.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 579.95% |
$494K - $541K
|
15K
$671K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.66KNew |
$374K - $410K
|
9.66K
$433K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.55KNew |
$331K - $363K
|
8.55K
$383K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
6.12KNew |
$237K - $260K
|
6.12K
$274K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.81K+ 2.9% |
$225K - $247K
|
206K
$9.23M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.22KNew |
$202K - $221K
|
5.22K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.1KNew |
$198K - $217K
|
5.1K
$229K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.03KNew |
$195K - $213K
|
5.03K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79KNew |
$185K - $203K
|
4.79K
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.76K+ 7.2% |
$184K - $202K
|
70.9K
$3.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.51K+ 31.71% |
$174K - $191K
|
18.7K
$839K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.12K+ 2.91% |
$160K - $175K
|
146K
$6.54M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.36K+ 21.33% |
$130K - $143K
|
19.1K
$857K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.06K+ 7.14% |
$118K - $130K
|
45.9K
$2.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.41K+ 19.34% |
$93.4K - $102K
|
14.9K
$668K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.39K+ 39.15% |
$92.5K - $101K
|
8.5K
$381K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.38KNew |
$92.2K - $101K
|
2.38K
$107K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 11.69% |
$91.5K - $100K
|
22.6K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 3.93% |
$85K - $93.2K
|
58K
$2.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19K+ 8.14% |
$84.6K - $92.8K
|
29K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.06K+ 12.75% |
$79.7K - $87.3K
|
18.2K
$816K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 150.63% |
$69.8K - $76.5K
|
3K
$135K
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 170.1% |
$69.6K - $76.3K
|
2.86K
$128K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$58.5K - $64.1K
|
1.51K
$67.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.45K+ 20.05% |
$56.1K - $61.4K
|
8.67K
$389K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 7.64% |
$55K - $60.3K
|
20K
$898K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.42K+ 15.11% |
$54.9K - $60.2K
|
10.8K
$484K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.35KNew |
$52.3K - $57.4K
|
1.35K
$60.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31KNew |
$50.9K - $55.8K
|
1.31K
$58.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 4.1% |
$48.7K - $53.3K
|
31.9K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.02K+ 6.71% |
$39.5K - $43.3K
|
16.2K
$728K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 4.08% |
$39.5K - $43.3K
|
26K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
899+ 10.89% |
$34.8K - $38.1K
|
9.15K
$410K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$31.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
691+ 9.49% |
$26.7K - $29.3K
|
7.97K
$357K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
641+ 2.6% |
$24.8K - $27.2K
|
25.3K
$1.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
614+ 166.85% |
$23.8K - $26.1K
|
982
$44K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 10.09% |
$23.7K - $25.9K
|
6.67K
$299K
|