Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
130KNew |
$3.94M - $4.55M
|
130K
$5.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
61.3KNew |
$1.86M - $2.14M
|
61.3K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
48.1K+ 7567.24% |
$1.45M - $1.68M
|
48.7K
$2.15M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.5K+ 35.43% |
$1.44M - $1.66M
|
182K
$8.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
BUY
|
- |
34.2K+ 24.22% |
$1.03M - $1.19M
|
175K
$7.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
21.2KNew |
$642K - $740K
|
21.2K
$936K
|
|
|
Feb 09, 2023
Q4 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
20.5KNew |
$620K - $715K
|
20.5K
$903K
|
|
|
Jan 19, 2023
Q4 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.1KNew |
$548K - $632K
|
18.1K
$799K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.7KNew |
$535K - $617K
|
17.7K
$779K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
16K+ 134.42% |
$485K - $560K
|
28K
$1.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.5KNew |
$470K - $542K
|
15.5K
$685K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
13.3K+ 118.51% |
$403K - $465K
|
24.6K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
12.2KNew |
$370K - $427K
|
12.2K
$539K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.9KNew |
$331K - $381K
|
10.9K
$482K
|
|
|
Feb 07, 2023
Q4 2022
|
Weil Company, Inc.
|
BUY
|
- |
7.98KNew |
$242K - $279K
|
7.98K
$352K
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15KNew |
$216K - $250K
|
7.15K
$315K
|
|
|
Jan 19, 2023
Q4 2022
|
First United Bank & Trust
|
BUY
|
- |
6.62KNew |
$200K - $231K
|
6.62K
$292K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
6.45KNew |
$195K - $225K
|
6.45K
$285K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
BUY
|
- |
6.35KNew |
$192K - $222K
|
6.35K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.33KNew |
$191K - $221K
|
6.33K
$279K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.28KNew |
$190K - $219K
|
6.28K
$277K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
5.98KNew |
$181K - $209K
|
5.98K
$264K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 98.62% |
$178K - $205K
|
11.8K
$521K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.04KNew |
$122K - $141K
|
4.04K
$178K
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
3.15K+ 21.93% |
$95.3K - $110K
|
17.5K
$772K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.72K+ 10.92% |
$82.2K - $94.8K
|
27.6K
$1.22M
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
2.5K+ 6.69% |
$75.6K - $87.2K
|
39.8K
$1.76M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.04K+ 6.03% |
$61.9K - $71.4K
|
35.9K
$1.58M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.64K+ 80.59% |
$49.6K - $57.3K
|
3.68K
$162K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.55K+ 17.86% |
$46.8K - $54K
|
10.2K
$450K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
1.06K+ 124.71% |
$32.1K - $37K
|
1.91K
$84.3K
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.06K+ 124.71% |
$32.1K - $37K
|
1.91K
$84.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
820+ 455.56% |
$24.8K - $28.6K
|
1K
$44.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
791New |
$23.9K - $27.6K
|
791
$34.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
760New |
$23K - $26.5K
|
760
$33.5K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
591New |
$17.9K - $20.6K
|
591
$26.1K
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
247+ 60.39% |
$7.48K - $8.62K
|
656
$28.9K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
218+ 0.68% |
$6.6K - $7.61K
|
32.1K
$1.41M
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
129+ 1.97% |
$3.9K - $4.5K
|
6.69K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
113New |
$3.42K - $3.94K
|
113
$4.98K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
89+ 0.58% |
$2.69K - $3.11K
|
15.5K
$685K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
88New |
$2.66K - $3.07K
|
88
$3.88K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
60+ 0.39% |
$1.82K - $2.09K
|
15.6K
$688K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
BUY
|
- |
17+ 9.88% |
$515 - $593
|
189
$8.34K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200- 6.8% |
$6.05K - $6.98K
|
2.74K
$121K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-296- 2.84% |
$8.96K - $10.3K
|
10.1K
$446K
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-406- 2.25% |
$12.3K - $14.2K
|
17.7K
$779K
|
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-610- 25.62% |
$18.5K - $21.3K
|
1.77K
$78.1K
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-633- 2.01% |
$19.2K - $22.1K
|
30.8K
$1.36M
|