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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.82% |
$34.3 - $41.6
|
123
$5.3K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1+ 0.48% |
$34.3 - $41.6
|
210
$9.05K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
4.92K+ 40.51% |
$189K - $217K
|
17.1K
$736K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
450+ 17.65% |
$17.3K - $19.8K
|
3K
$129K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
245New |
$9.41K - $10.8K
|
245
$10.6K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
160New |
$6.15K - $7.05K
|
160
$6.9K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
158+ 1.79% |
$6.07K - $6.96K
|
8.99K
$388K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
115+ 13.53% |
$4.42K - $5.07K
|
965
$41.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
46+ 0.25% |
$1.77K - $2.03K
|
18.2K
$784K
|
|
| Q4 2024 | |||||||
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
330New |
$13.7K - $15.1K
|
330
$14.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
142+ 0.7% |
$5.91K - $6.5K
|
20.3K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
120New |
$5K - $5.49K
|
120
$5.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
45+ 9.53% |
$1.87K - $2.06K
|
517
$22.3K
|
|
| Q3 2024 | |||||||
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.7K+ 48.63% |
$877K - $962K
|
69.3K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.4K+ 3.71% |
$518K - $567K
|
374K
$16.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.35KNew |
$52.3K - $57.4K
|
1.35K
$58.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
700New |
$27.1K - $29.7K
|
700
$30.2K
|
|
| Q2 2024 | |||||||
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.02K+ 395.74% |
$38.7K - $41.9K
|
1.28K
$55.1K
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
271+ 37.64% |
$10.3K - $11.1K
|
991
$42.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
95New |
$3.61K - $3.9K
|
95
$4.09K
|
|
| Q1 2024 | |||||||
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
12.5KNew |
$456K - $513K
|
12.5K
$538K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
949New |
$34.6K - $39K
|
949
$40.9K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
605New |
$22.1K - $24.9K
|
605
$26.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
464New |
$16.9K - $19.1K
|
464
$20K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
320+ 32000.0% |
$11.7K - $13.1K
|
321
$13.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Capital Management LLC
|
BUY
|
- |
53+ 0.25% |
$1.93K - $2.18K
|
21.1K
$909K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
24+ 40.0% |
$876 - $986
|
84
$3.62K
|
|
| Q4 2023 | |||||||
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
28.9KNew |
$904K - $1.11M
|
28.9K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
Gen Wealth Group, Inc.
|
BUY
|
- |
18.5KNew |
$580K - $709K
|
18.5K
$799K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
377+ 2.61% |
$11.8K - $14.4K
|
14.8K
$640K
|
|
| Q3 2023 | |||||||
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
7.21KNew |
$241K - $267K
|
7.21K
$311K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
2.65K+ 17.77% |
$88.5K - $98.2K
|
17.6K
$757K
|
|
| Q2 2023 | |||||||
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
6.6K+ 26.75% |
$215K - $235K
|
31.2K
$1.35M
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
5.84KNew |
$190K - $208K
|
5.84K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.53K+ 61.18% |
$148K - $161K
|
11.9K
$514K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
791New |
$25.8K - $28.2K
|
791
$34.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
95+ 3.92% |
$3.1K - $3.38K
|
2.52K
$108K
|
|
| Q1 2023 | |||||||
|
May 10, 2023
Q1 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
15KNew |
$485K - $557K
|
15K
$649K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.92KNew |
$61.9K - $71.1K
|
1.92K
$82.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
903+ 25.47% |
$29.1K - $33.4K
|
4.45K
$192K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
398New |
$12.8K - $14.7K
|
398
$17.2K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
5.87K+ 98.62% |
$178K - $205K
|
11.8K
$509K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
591New |
$17.9K - $20.6K
|
591
$25.5K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
710New |
$21.1K - $25.3K
|
710
$30.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1+ 5.26% |
$29.7 - $35.7
|
20
$862
|
|
| Q2 2022 | |||||||
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
16.1KNew |
$476K - $590K
|
16.1K
$692K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63New |
$1.87K - $2.31K
|
63
$2.72K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
40+ 74.07% |
$1.46K - $1.59K
|
94
$4.05K
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
625+ 833.33% |
$22.4K - $23.8K
|
700
$30.2K
|
|