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 |
|---|---|---|---|---|---|---|---|
|
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 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.85K- 0.59% |
$78.6K - $82.5K
|
312K
$13.5M
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-201- 1.94% |
$8.52K - $8.94K
|
10.2K
$438K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 2.02% |
$2.42K - $2.54K
|
2.76K
$119K
|
|
|
Jan 13, 2026
Q4 2025
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
580+ 1.33% |
$24.6K - $25.8K
|
44.3K
$1.91M
|
|
|
Jan 13, 2026
Q4 2025
|
Pathway Financial Advisors LLC
|
BUY
|
- |
161+ 1.52% |
$6.83K - $7.16K
|
10.7K
$462K
|
|
|
Jan 12, 2026
Q4 2025
|
Davenport & CO LLC
|
BUY
|
- |
510+ 4.6% |
$21.6K - $22.7K
|
11.6K
$500K
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-109K- 79.67% |
$4.64M - $4.86M
|
27.9K
$1.2M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.18K+ 7.24% |
$49.8K - $52.3K
|
17.4K
$750K
|
|
|
Jan 08, 2026
Q4 2025
|
Westview Management Dba Westview Investment Advisors
Burlington, VT |
BUY
|
- |
7.02KNew |
$298K - $312K
|
7.02K
$302K
|
|
|
Jan 08, 2026
Q4 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
25+ 2.17% |
$1.06K - $1.11K
|
1.18K
$50.8K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
58+ 0.47% |
$2.46K - $2.58K
|
12.5K
$538K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.44% |
$3.82K - $4K
|
20.5K
$885K
|
|
|
Jan 07, 2026
Q4 2025
|
Capital Advantage, Inc.
|
BUY
|
- |
5.54KNew |
$235K - $246K
|
5.54K
$239K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
16+ 0.34% |
$679 - $712
|
4.69K
$202K
|
|
| Q3 2025 | |||||||
|
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
|
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
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.36K+ 18.94% |
$181K - $195K
|
27.4K
$1.18M
|
|
|
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
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.2% |
$166 - $179
|
1.97K
$84.7K
|
|
|
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
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 5.68% |
$102K - $109K
|
40.6K
$1.75M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
3.25KNew |
$135K - $145K
|
3.25K
$140K
|
|
|
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
|
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 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
354+ 1.18% |
$14.7K - $15.8K
|
30.4K
$1.31M
|
|
|
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 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
|
|