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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.13K+ 12.19% |
$46.8K - $50.3K
|
10.4K
$447K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.2K- 4.13% |
$50.1K - $53.8K
|
27.9K
$1.2M
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 1.09% |
$6.57K - $7.06K
|
14.7K
$632K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
124+ 1.06% |
$5.16K - $5.54K
|
11.8K
$511K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-332- 6.45% |
$13.8K - $14.8K
|
4.82K
$208K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.97K- 10.63% |
$248K - $267K
|
50.2K
$2.16M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-514- 1.79% |
$21.4K - $23K
|
28.3K
$1.22M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 105.4% |
$435K - $467K
|
20.4K
$878K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-180- 2.07% |
$7.48K - $8.05K
|
8.53K
$368K
|
|
|
Nov 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-951- 4.86% |
$39.5K - $42.5K
|
18.6K
$803K
|
|
|
Nov 03, 2025
Q3 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-404- 25.25% |
$16.8K - $18.1K
|
1.2K
$51.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$416 - $447
|
15.5K
$666K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-199- 0.87% |
$8.27K - $8.9K
|
22.6K
$976K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.29% |
$83.2 - $89.4
|
680
$29.3K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21+ 0.28% |
$873 - $939
|
7.65K
$330K
|
|
|
Oct 31, 2025
Q3 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-240- 2.02% |
$9.98K - $10.7K
|
11.6K
$501K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.6K+ 67.52% |
$399K - $429K
|
23.8K
$1.03M
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.83K - $3.04K
|
68
$2.93K
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.28K- 1.06% |
$94.6K - $102K
|
211K
$9.11M
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$218K - $234K
|
5.24K
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
458+ 2.9% |
$19K - $20.5K
|
16.2K
$699K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 2.53% |
$8.86K - $9.52K
|
8.63K
$372K
|
|
|
Oct 29, 2025
Q3 2025
|
Impact Investors, Inc
San Francisco, CA |
SELL
|
- |
-145- 2.13% |
$6.03K - $6.48K
|
6.68K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.81KNew |
$241K - $260K
|
5.81K
$250K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.12% |
$1.66K - $1.79K
|
32.2K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36K+ 68.25% |
$56.6K - $60.8K
|
3.36K
$145K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
658+ 0.81% |
$27.4K - $29.4K
|
81.8K
$3.52M
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
755+ 12.74% |
$31.4K - $33.7K
|
6.68K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-7.92K- 2.46% |
$329K - $354K
|
314K
$13.5M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
218+ 3.37% |
$9.06K - $9.74K
|
6.69K
$288K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
35+ 0.28% |
$1.46K - $1.56K
|
12.4K
$536K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-87- 0.31% |
$3.62K - $3.89K
|
27.6K
$1.19M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-399- 4.58% |
$16.6K - $17.8K
|
8.32K
$359K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.5K- 35.63% |
$937K - $1.01M
|
40.7K
$1.75M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 10.92% |
$95.1K - $102K
|
23.2K
$1M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.02K+ 186.8% |
$84.1K - $90.4K
|
3.11K
$134K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 0.66% |
$5.61K - $6.03K
|
20.6K
$889K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 30.46% |
$57.2K - $61.5K
|
3.14K
$135K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-856- 38.45% |
$35.6K - $38.3K
|
1.37K
$59K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-845- 13.34% |
$35.1K - $37.8K
|
5.49K
$237K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4.68KNew |
$194K - $209K
|
4.68K
$202K
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 14.87% |
$845K - $909K
|
157K
$6.77M
|
|
|
Oct 20, 2025
Q3 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-4.34K- 3.06% |
$180K - $194K
|
137K
$5.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-513- 8.24% |
$21.3K - $22.9K
|
5.71K
$246K
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2+ 0.24% |
$83.2 - $89.4
|
825
$35.6K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
23+ 0.82% |
$956 - $1.03K
|
2.84K
$122K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.62K- 1.91% |
$109K - $117K
|
134K
$5.79M
|
|
|
Oct 16, 2025
Q3 2025
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-532- 1.2% |
$22.1K - $23.8K
|
43.7K
$1.88M
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-22- 0.2% |
$915 - $983
|
11.1K
$478K
|
|
|
Oct 15, 2025
Q3 2025
|
Optas, LLC
|
SELL
|
- |
-7.53K- 52.6% |
$313K - $337K
|
6.79K
$293K
|
|