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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
116K+ 43.62% |
$4.48M - $4.91M
|
381K
$16.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
37.2K+ 78.43% |
$1.44M - $1.58M
|
84.5K
$3.73M
|
|
|
Oct 09, 2024
Q3 2024
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
36.9K+ 324.16% |
$1.43M - $1.56M
|
48.3K
$2.13M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
23.6KNew |
$914K - $1M
|
23.6K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$3.06M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$16.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
12.8K+ 38.89% |
$496K - $543K
|
45.7K
$2.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 579.95% |
$494K - $541K
|
15K
$660K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
9.66KNew |
$374K - $410K
|
9.66K
$426K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.55KNew |
$331K - $363K
|
8.55K
$377K
|
|
|
Oct 08, 2024
Q3 2024
|
First National Corp
|
BUY
|
- |
6.12KNew |
$237K - $260K
|
6.12K
$270K
|
|
|
Oct 30, 2024
Q3 2024
|
Bailard, Inc.
|
BUY
|
- |
5.81K+ 2.9% |
$225K - $247K
|
206K
$9.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5.22KNew |
$202K - $221K
|
5.22K
$230K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
5.03KNew |
$195K - $213K
|
5.03K
$222K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
4.76K+ 7.2% |
$184K - $202K
|
70.9K
$3.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
4.12K+ 2.91% |
$160K - $175K
|
146K
$6.44M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
BUY
|
- |
3.36K+ 21.33% |
$130K - $143K
|
19.1K
$843K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.06K+ 7.14% |
$118K - $130K
|
45.9K
$2.03M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.39K+ 39.15% |
$92.5K - $101K
|
8.5K
$375K
|
|
|
Oct 25, 2024
Q3 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.06K+ 12.75% |
$79.7K - $87.3K
|
18.2K
$803K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.8K+ 150.63% |
$69.8K - $76.5K
|
3K
$132K
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.45K+ 20.05% |
$56.1K - $61.4K
|
8.67K
$382K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.42K+ 7.64% |
$55K - $60.3K
|
20K
$883K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.42K+ 15.11% |
$54.9K - $60.2K
|
10.8K
$477K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.35KNew |
$52.3K - $57.4K
|
1.35K
$59.6K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31KNew |
$50.9K - $55.8K
|
1.31K
$58K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 4.1% |
$48.7K - $53.3K
|
31.9K
$1.41M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$30.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
691+ 9.49% |
$26.7K - $29.3K
|
7.97K
$352K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Financial Group Inc
|
BUY
|
- |
641+ 2.6% |
$24.8K - $27.2K
|
25.3K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
614+ 166.85% |
$23.8K - $26.1K
|
982
$43.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
611+ 10.09% |
$23.7K - $25.9K
|
6.67K
$294K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
530+ 2.87% |
$20.5K - $22.5K
|
19K
$838K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469New |
$18.2K - $19.9K
|
469
$20.7K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
347+ 2.82% |
$13.4K - $14.7K
|
12.6K
$558K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
293+ 1.77% |
$11.3K - $12.4K
|
16.8K
$742K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
258+ 3.29% |
$9.99K - $10.9K
|
8.11K
$358K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
189+ 0.89% |
$7.32K - $8.02K
|
21.5K
$948K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
40+ 0.68% |
$1.55K - $1.7K
|
5.92K
$261K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34+ 0.34% |
$1.32K - $1.44K
|
10.1K
$444K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
30+ 1.43% |
$1.16K - $1.27K
|
2.13K
$93.8K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
26+ 2.46% |
$1.01K - $1.1K
|
1.08K
$47.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
19+ 1.25% |
$735 - $806
|
1.54K
$67.7K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 2.99% |
$426 - $467
|
379
$16.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$77.4 - $84.9
|
671
$29.6K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-5- 1.24% |
$194 - $212
|
398
$17.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-50- 58.14% |
$1.94K - $2.12K
|
36
$1.59K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-68- 0.57% |
$2.63K - $2.89K
|
11.8K
$519K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-82- 2.81% |
$3.17K - $3.48K
|
2.84K
$125K
|