Purchases and Sales Made in Q4 2025 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 2025. 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 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
7.02KNew |
$298K - $312K
|
7.02K
$302K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.54KNew |
$235K - $246K
|
5.54K
$239K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 7.24% |
$49.8K - $52.3K
|
17.4K
$750K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
580+ 1.33% |
$24.6K - $25.8K
|
44.3K
$1.91M
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
510+ 4.6% |
$21.6K - $22.7K
|
11.6K
$500K
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
161+ 1.52% |
$6.83K - $7.16K
|
10.7K
$462K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.47% |
$2.46K - $2.58K
|
12.5K
$538K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 2.17% |
$1.06K - $1.11K
|
1.18K
$50.8K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
16+ 0.34% |
$679 - $712
|
4.69K
$202K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 2.02% |
$2.42K - $2.54K
|
2.76K
$119K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.44% |
$3.82K - $4K
|
20.5K
$885K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-201- 1.94% |
$8.52K - $8.94K
|
10.2K
$438K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.85K- 0.59% |
$78.6K - $82.5K
|
312K
$13.5M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.31K- 22.54% |
$140K - $147K
|
11.4K
$490K
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.29K- 22.2% |
$224K - $235K
|
18.5K
$799K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-109K- 79.67% |
$4.64M - $4.86M
|
27.9K
$1.2M
|
|