Latest Institutional Purchases of Ishares Tr Esg Screened S&P Mi (XJH)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P Mi (XJH) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
354+ 1.18% |
$14.7K - $15.8K
|
30.4K
$1.31M
|
|
|
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
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
304+ 0.98% |
$12.6K - $13.6K
|
31.3K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
218+ 3.37% |
$9.06K - $9.74K
|
6.69K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 2.53% |
$8.86K - $9.52K
|
8.63K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
201+ 3.79% |
$8.36K - $8.98K
|
5.5K
$237K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141+ 87.04% |
$5.86K - $6.3K
|
303
$13.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
135+ 0.65% |
$5.61K - $6.03K
|
20.8K
$898K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
124+ 1.06% |
$5.16K - $5.54K
|
11.8K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
120New |
$4.99K - $5.36K
|
120
$5.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$4.16K - $4.47K
|
100
$4.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 0.41% |
$3.2K - $3.44K
|
18.7K
$804K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
68New |
$2.83K - $3.04K
|
68
$2.93K
|
|
|
Nov 12, 2025
Q3 2025
|
Eley Financial Management, Inc
South Burlington, VT |
BUY
|
- |
40+ 0.21% |
$1.66K - $1.79K
|
19.5K
$842K
|
|
|
Nov 06, 2025
Q3 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
24+ 0.28% |
$998 - $1.07K
|
8.48K
$365K
|
|
|
Oct 17, 2025
Q3 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
23+ 0.82% |
$956 - $1.03K
|
2.84K
$122K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
13New |
$541 - $581
|
13
$560
|
|
|
Nov 03, 2025
Q3 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
10+ 0.06% |
$416 - $447
|
15.5K
$666K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7+ 0.06% |
$291 - $313
|
12.6K
$543K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4+ 0.2% |
$166 - $179
|
1.97K
$84.7K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
3+ 0.06% |
$125 - $134
|
5.32K
$229K
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
BUY
|
- |
2+ 0.08% |
$83.2 - $89.4
|
2.54K
$110K
|
|
|
Oct 31, 2025
Q3 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.29% |
$83.2 - $89.4
|
680
$29.3K
|
|
|
Nov 21, 2025
Q3 2025
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
1New |
$41.6 - $44.7
|
1
$43.1
|
|
| Q2 2025 | |||||||
|
Aug 11, 2025
Q2 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
97.1KNew |
$3.33M - $4.04M
|
97.1K
$4.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
46.8KNew |
$1.61M - $1.95M
|
46.8K
$2.02M
|
|
|
Jul 23, 2025
Q2 2025
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
26K+ 43.13% |
$891K - $1.08M
|
86.3K
$3.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
22KNew |
$754K - $915K
|
22K
$948K
|
|
|
Jul 30, 2025
Q2 2025
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
BUY
|
- |
20.4KNew |
$699K - $848K
|
20.4K
$879K
|
|
|
Jul 25, 2025
Q2 2025
|
Wealth Advisory Team LLC
Bellevue, KY |
BUY
|
- |
17KNew |
$583K - $708K
|
17K
$733K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
12.2KNew |
$420K - $509K
|
12.2K
$528K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
8.99KNew |
$308K - $374K
|
8.99K
$388K
|
|
|
Aug 11, 2025
Q2 2025
|
Estate Counselors, LLC
|
BUY
|
- |
7.39KNew |
$253K - $307K
|
7.39K
$319K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.18K+ 16.85% |
$74.6K - $90.5K
|
15.1K
$650K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
1KNew |
$34.3K - $41.6K
|
1K
$43.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Valley National Advisers Inc
|
BUY
|
- |
971New |
$33.3K - $40.4K
|
971
$41.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Portland Global Advisors LLC
|
BUY
|
- |
955+ 7.14% |
$32.7K - $39.7K
|
14.3K
$618K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
903+ 1.22% |
$31K - $37.6K
|
75.1K
$3.24M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
853+ 5.62% |
$29.2K - $35.5K
|
16K
$691K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
850+ 4.07% |
$29.1K - $35.4K
|
21.7K
$937K
|
|
|
Jul 23, 2025
Q2 2025
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
500+ 6.51% |
$17.1K - $20.8K
|
8.18K
$352K
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
278+ 2.85% |
$9.53K - $11.6K
|
10K
$433K
|
|
|
Jul 09, 2025
Q2 2025
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
93+ 1.22% |
$3.19K - $3.87K
|
7.74K
$334K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
80New |
$2.74K - $3.33K
|
80
$3.45K
|
|
|
Jul 31, 2025
Q2 2025
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
49+ 6.77% |
$1.68K - $2.04K
|
773
$33.3K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
36New |
$1.23K - $1.5K
|
36
$1.55K
|
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
12+ 0.49% |
$411 - $499
|
2.44K
$105K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
11+ 20.75% |
$377 - $458
|
64
$2.76K
|
|
|
Jul 18, 2025
Q2 2025
|
Rogco, LP
Claremore, OK |
BUY
|
- |
10+ 0.2% |
$343 - $416
|
4.92K
$212K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8+ 0.31% |
$274 - $333
|
2.59K
$112K
|
|