Latest Institutional Transactions on Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P Mi (XJH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-75- 27.57% |
$3.12K - $3.35K
|
197
$8.49K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.29K- 3.3% |
$53.6K - $57.7K
|
37.8K
$1.63M
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1New |
$41.6 - $44.7
|
1
$43.1
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.32K+ 62.74% |
$96.3K - $103K
|
6.01K
$259K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 1.97% |
$20.3K - $21.8K
|
25.3K
$1.09M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43K+ 3.08% |
$101K - $109K
|
81.4K
$3.51M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.36K+ 18.94% |
$181K - $195K
|
27.4K
$1.18M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.91K- 35.4% |
$204K - $219K
|
8.96K
$386K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81KNew |
$75.3K - $80.9K
|
1.81K
$78K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
316+ 5.23% |
$13.1K - $14.1K
|
6.35K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.53K+ 20.32% |
$313K - $337K
|
44.6K
$1.92M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 19.11% |
$90.1K - $96.9K
|
13.5K
$582K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 1.12% |
$4.99K - $5.36K
|
10.6K
$457K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 4.9% |
$43.1K - $46.3K
|
22.2K
$956K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
304+ 0.98% |
$12.6K - $13.6K
|
31.3K
$1.35M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 2.24% |
$547K - $588K
|
602K
$25.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$4.16K - $4.47K
|
100
$4.31K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
120New |
$4.99K - $5.36K
|
120
$5.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.7K+ 2.56% |
$568K - $611K
|
548K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$291 - $313
|
12.6K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 6.5% |
$774K - $832K
|
305K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 5.68% |
$102K - $109K
|
40.6K
$1.75M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$83.2 - $89.4
|
2.54K
$110K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.2% |
$166 - $179
|
1.97K
$84.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 6.82% |
$65.4K - $70.4K
|
24.7K
$1.06M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5- 0.38% |
$208 - $224
|
1.3K
$56K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
354+ 1.18% |
$14.7K - $15.8K
|
30.4K
$1.31M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
3.25KNew |
$135K - $145K
|
3.25K
$140K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-398- 2.88% |
$16.5K - $17.8K
|
13.4K
$579K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 34.04% |
$16.6K - $17.9K
|
775
$33.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.94K- 16.78% |
$205K - $221K
|
24.5K
$1.06M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-613- 1.99% |
$25.5K - $27.4K
|
30.2K
$1.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 5.88% |
$65.7K - $70.6K
|
28.5K
$1.23M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
552+ 2.65% |
$23K - $24.7K
|
21.3K
$920K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 17.94% |
$1.6M - $1.72M
|
253K
$10.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 0.41% |
$3.2K - $3.44K
|
18.7K
$804K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.45K- 21.9% |
$268K - $288K
|
23K
$991K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
40+ 0.21% |
$1.66K - $1.79K
|
19.5K
$842K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$541 - $581
|
13
$560
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-74- 0.39% |
$3.08K - $3.31K
|
19K
$821K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
452+ 6.46% |
$18.8K - $20.2K
|
7.45K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
135+ 0.65% |
$5.61K - $6.03K
|
20.8K
$898K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-316- 5.51% |
$13.1K - $14.1K
|
5.42K
$233K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-323- 3.95% |
$13.4K - $14.4K
|
7.85K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-360- 2.48% |
$15K - $16.1K
|
14.1K
$609K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141+ 87.04% |
$5.86K - $6.3K
|
303
$13.1K
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
3+ 8.11% |
$125 - $134
|
40
$1.72K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
24+ 0.28% |
$998 - $1.07K
|
8.48K
$365K
|
|