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 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.8K+ 170.1% |
$69.6K - $76.3K
|
2.86K
$121K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.19K+ 8.14% |
$84.6K - $92.8K
|
29K
$1.23M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
2.38KNew |
$92.2K - $101K
|
2.38K
$101K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21+ 0.22% |
$813 - $891
|
9.68K
$411K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.2K+ 3.93% |
$85K - $93.2K
|
58K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4.79KNew |
$185K - $203K
|
4.79K
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
139KNew |
$5.38M - $5.9M
|
139K
$5.91M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.26K- 8.7% |
$126K - $138K
|
34.2K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
26.6K+ 5.96% |
$1.03M - $1.13M
|
473K
$20.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51KNew |
$58.5K - $64.1K
|
1.51K
$64.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-183- 0.49% |
$7.08K - $7.76K
|
37K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
38.1KNew |
$1.47M - $1.62M
|
38.1K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-365- 2.73% |
$14.1K - $15.5K
|
13K
$552K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
899+ 10.89% |
$34.8K - $38.1K
|
9.15K
$389K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
508+ 1.15% |
$19.7K - $21.6K
|
44.6K
$1.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
150+ 1.01% |
$5.81K - $6.36K
|
15K
$639K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Financial Advisors Inc
|
SELL
|
- |
-83- 9.4% |
$3.21K - $3.52K
|
800
$34K
|
|
|
Nov 13, 2024
Q3 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-200- 33.33% |
$7.74K - $8.49K
|
400
$17K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
1.02K+ 4.08% |
$39.5K - $43.3K
|
26K
$1.11M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
29.9K+ 18.39% |
$1.16M - $1.27M
|
193K
$8.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
266+ 0.81% |
$10.3K - $11.3K
|
33.1K
$1.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
50+ 0.44% |
$1.94K - $2.12K
|
11.4K
$485K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
40+ 0.28% |
$1.55K - $1.7K
|
14.1K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.02% |
$38.7 - $42.4
|
5.23K
$222K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.36K+ 11.69% |
$91.5K - $100K
|
22.6K
$960K
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.01K- 2.9% |
$38.9K - $42.6K
|
33.6K
$1.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306New |
$11.8K - $13K
|
306
$13K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.55% |
$38.7 - $42.4
|
23
$977
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.11% |
$232 - $255
|
5.61K
$238K
|
|
|
Nov 12, 2024
Q3 2024
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
1.02K+ 6.71% |
$39.5K - $43.3K
|
16.2K
$690K
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.84K- 11.84% |
$71.1K - $78K
|
13.7K
$582K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.51K+ 31.71% |
$174K - $191K
|
18.7K
$795K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
533+ 31.99% |
$20.6K - $22.6K
|
2.2K
$93.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
2.41K+ 19.34% |
$93.4K - $102K
|
14.9K
$633K
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
BUY
|
- |
5.1KNew |
$198K - $217K
|
5.1K
$217K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
608+ 7.35% |
$23.5K - $25.8K
|
8.88K
$377K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
19K+ 27.07% |
$734K - $805K
|
89K
$3.78M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
472New |
$18.3K - $20K
|
472
$20.1K
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
8.55KNew |
$331K - $363K
|
8.55K
$363K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
258+ 3.29% |
$9.99K - $10.9K
|
8.11K
$344K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
40+ 0.68% |
$1.55K - $1.7K
|
5.92K
$251K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-278- 1.69% |
$10.8K - $11.8K
|
16.2K
$687K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469New |
$18.2K - $19.9K
|
469
$19.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.26K+ 4.1% |
$48.7K - $53.3K
|
31.9K
$1.36M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.31KNew |
$50.9K - $55.8K
|
1.31K
$55.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-82- 2.81% |
$3.17K - $3.48K
|
2.84K
$121K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$29.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
12.8K+ 579.95% |
$494K - $541K
|
15K
$636K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-1.93K- 20.05% |
$74.5K - $81.7K
|
7.68K
$326K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34+ 0.34% |
$1.32K - $1.44K
|
10.1K
$427K
|