Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
428K+ 3152.97% |
$15.6M - $17.1M
|
442K
$19.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
41.4K+ 763.94% |
$1.51M - $1.65M
|
46.9K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
35.5KNew |
$1.29M - $1.41M
|
35.5K
$1.59M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
13.7KNew |
$498K - $545K
|
13.7K
$613K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10.3KNew |
$374K - $409K
|
10.3K
$460K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
9.06KNew |
$330K - $361K
|
9.06K
$406K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
8.17K+ 26.08% |
$297K - $326K
|
39.5K
$1.77M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.07K+ 28.11% |
$294K - $322K
|
36.8K
$1.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
BUY
|
- |
5.52K+ 22.37% |
$201K - $220K
|
30.2K
$1.35M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
4.14K+ 6.9% |
$151K - $165K
|
64K
$2.87M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
2.84KNew |
$103K - $113K
|
2.84K
$127K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.49KNew |
$90.7K - $99.3K
|
2.49K
$112K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.89K+ 24.26% |
$68.9K - $75.5K
|
9.7K
$435K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
1.15KNew |
$41.9K - $45.9K
|
1.15K
$51.7K
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.06K+ 17.03% |
$38.7K - $42.3K
|
7.3K
$327K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.01KNew |
$36.6K - $40.1K
|
1.01K
$45.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
800New |
$29.1K - $31.9K
|
800
$35.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
700New |
$25.5K - $27.9K
|
700
$31.4K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
688+ 917.33% |
$25.1K - $27.4K
|
763
$34.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
43+ 0.69% |
$1.57K - $1.71K
|
6.27K
$281K
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40+ 74.07% |
$1.46K - $1.59K
|
94
$4.21K
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-22Closed |
$801 - $877
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-141- 2.28% |
$5.13K - $5.62K
|
6.04K
$271K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-214- 16.5% |
$7.79K - $8.53K
|
1.08K
$48.6K
|