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 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
608+ 7.35% |
$23.5K - $25.8K
|
8.88K
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
533+ 31.99% |
$20.6K - $22.6K
|
2.2K
$93.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
530+ 2.87% |
$20.5K - $22.5K
|
19K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
508+ 1.15% |
$19.7K - $21.6K
|
44.6K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
472New |
$18.3K - $20K
|
472
$20.1K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
469New |
$18.2K - $19.9K
|
469
$19.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
BUY
|
- |
347+ 2.82% |
$13.4K - $14.7K
|
12.6K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
306New |
$11.8K - $13K
|
306
$13K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
293+ 1.77% |
$11.3K - $12.4K
|
16.8K
$715K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
266+ 0.81% |
$10.3K - $11.3K
|
33.1K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
258+ 3.29% |
$9.99K - $10.9K
|
8.11K
$344K
|
|
|
Oct 11, 2024
Q3 2024
|
Affiance Financial, LLC
|
BUY
|
- |
189+ 0.89% |
$7.32K - $8.02K
|
21.5K
$913K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
150+ 1.01% |
$5.81K - $6.36K
|
15K
$639K
|
|
|
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 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
40+ 0.68% |
$1.55K - $1.7K
|
5.92K
$251K
|
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
34+ 0.34% |
$1.32K - $1.44K
|
10.1K
$427K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
30+ 1.43% |
$1.16K - $1.27K
|
2.13K
$90.3K
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
26+ 2.46% |
$1.01K - $1.1K
|
1.08K
$46.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
21+ 0.22% |
$813 - $891
|
9.68K
$411K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
19+ 1.25% |
$735 - $806
|
1.54K
$65.2K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
11+ 2.99% |
$426 - $467
|
379
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
6+ 0.11% |
$232 - $255
|
5.61K
$238K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.3% |
$77.4 - $84.9
|
671
$28.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1+ 0.02% |
$38.7 - $42.4
|
5.23K
$222K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
1+ 4.55% |
$38.7 - $42.4
|
23
$977
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.6K+ 14.34% |
$439K - $475K
|
92.3K
$3.92M
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.24KNew |
$313K - $338K
|
8.24K
$350K
|
|
|
Aug 01, 2024
Q2 2024
|
Novare Capital Management LLC
|
BUY
|
- |
5.56KNew |
$211K - $228K
|
5.56K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
3.83K+ 7.19% |
$145K - $157K
|
57.1K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.25KNew |
$47.4K - $51.3K
|
1.25K
$53.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 395.74% |
$38.7K - $41.9K
|
1.28K
$54.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
621New |
$23.6K - $25.5K
|
621
$26.4K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
271+ 37.64% |
$10.3K - $11.1K
|
991
$42.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
170+ 2.25% |
$6.45K - $6.98K
|
7.72K
$328K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
121New |
$4.59K - $4.96K
|
121
$5.14K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95New |
$3.61K - $3.9K
|
95
$4.04K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
93+ 140.91% |
$3.53K - $3.82K
|
159
$6.76K
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
28.5KNew |
$1.04M - $1.17M
|
28.5K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.5KNew |
$456K - $513K
|
12.5K
$531K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949New |
$34.6K - $39K
|
949
$40.3K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
605New |
$22.1K - $24.9K
|
605
$25.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
464New |
$16.9K - $19.1K
|
464
$19.7K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$13.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.25% |
$1.93K - $2.18K
|
21.1K
$896K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 40.0% |
$876 - $986
|
84
$3.57K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2+ 3.92% |
$73 - $82.2
|
53
$2.25K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$904K - $1.11M
|
28.9K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5KNew |
$580K - $709K
|
18.5K
$788K
|
|