Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
BUY
|
- |
52.5KNew |
$1.64M - $2.01M
|
52.5K
$2.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
47.6K+ 18.14% |
$1.49M - $1.82M
|
310K
$13M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
43.1KNew |
$1.35M - $1.65M
|
43.1K
$1.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
33.9K+ 339.64% |
$1.06M - $1.29M
|
43.8K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
32.9K+ 69.48% |
$1.03M - $1.26M
|
80.3K
$3.37M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$904K - $1.11M
|
28.9K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
26.8K+ 94.62% |
$837K - $1.02M
|
55.1K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
24.5K+ 117.96% |
$765K - $936K
|
45.2K
$1.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
22.4KNew |
$699K - $855K
|
22.4K
$940K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
21K+ 55.83% |
$658K - $804K
|
58.7K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
19.7K+ 38.52% |
$617K - $755K
|
71K
$2.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
19.6K+ 19.36% |
$611K - $747K
|
121K
$5.07M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5KNew |
$580K - $709K
|
18.5K
$779K
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
17K+ 121.85% |
$531K - $649K
|
30.9K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
12.2K+ 77.46% |
$381K - $465K
|
27.9K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.47KNew |
$265K - $324K
|
8.47K
$356K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
8.37KNew |
$262K - $320K
|
8.37K
$352K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
6.22K+ 63.87% |
$194K - $238K
|
16K
$671K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
6.13KNew |
$191K - $234K
|
6.13K
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.87K+ 132.04% |
$184K - $224K
|
10.3K
$434K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
5.81K+ 65.44% |
$182K - $222K
|
14.7K
$617K
|
|
|
Feb 02, 2024
Q4 2023
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
5.68KNew |
$177K - $217K
|
5.68K
$238K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
5.6KNew |
$175K - $214K
|
5.6K
$235K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.49KNew |
$172K - $210K
|
5.49K
$231K
|
|
|
Jan 31, 2024
Q4 2023
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
5.18K+ 39.95% |
$162K - $198K
|
18.1K
$762K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.86K+ 28.51% |
$152K - $186K
|
21.9K
$919K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
4.6K+ 57.04% |
$144K - $176K
|
12.7K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.46K+ 68.37% |
$139K - $171K
|
11K
$462K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.78K+ 13.44% |
$118K - $144K
|
31.9K
$1.34M
|
|
|
Jan 18, 2024
Q4 2023
|
Sage Financial Group Inc
|
BUY
|
- |
3.34K+ 19.07% |
$104K - $128K
|
20.8K
$875K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
2.62K+ 5.39% |
$82K - $100K
|
51.3K
$2.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
BUY
|
- |
2.46K+ 13.89% |
$76.9K - $94K
|
20.2K
$847K
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
2.45KNew |
$76.5K - $93.6K
|
2.45K
$103K
|
|
|
Jan 17, 2024
Q4 2023
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
2.22K+ 15.89% |
$69.3K - $84.8K
|
16.2K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2.21K+ 525.42% |
$69.1K - $84.5K
|
2.63K
$111K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
BUY
|
- |
2.13K+ 1.67% |
$66.6K - $81.4K
|
130K
$5.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.93K+ 9.19% |
$60.4K - $73.8K
|
23K
$964K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.73K+ 10.66% |
$54K - $66K
|
17.9K
$753K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.44KNew |
$44.9K - $54.9K
|
1.44K
$60.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
1.38K+ 392.86% |
$43K - $52.6K
|
1.73K
$72.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
853+ 12.43% |
$26.7K - $32.6K
|
7.71K
$324K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
782New |
$24.4K - $29.9K
|
782
$32.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
700+ 8.95% |
$21.9K - $26.8K
|
8.53K
$358K
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
434+ 2.11% |
$13.6K - $16.6K
|
21K
$884K
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
BUY
|
- |
392+ 1.06% |
$12.3K - $15K
|
37.5K
$1.57M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
387+ 1.17% |
$12.1K - $14.8K
|
33.4K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
377+ 2.61% |
$11.8K - $14.4K
|
14.8K
$624K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
376+ 0.95% |
$11.8K - $14.4K
|
40.1K
$1.68M
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
288New |
$9K - $11K
|
288
$12.1K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
223+ 6.42% |
$6.97K - $8.52K
|
3.7K
$155K
|