Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-109K- 79.67% |
$4.64M - $4.86M
|
27.9K
$1.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Values Added Financial LLC
Washington, DC |
SELL
|
- |
-5.29K- 22.2% |
$224K - $235K
|
18.5K
$799K
|
|
|
Jan 21, 2026
Q4 2025
|
First United Bank & Trust
|
SELL
|
- |
-3.65K- 54.64% |
$155K - $162K
|
3.03K
$131K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.31K- 22.54% |
$140K - $147K
|
11.4K
$490K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-1.85K- 0.59% |
$78.6K - $82.5K
|
312K
$13.5M
|
|
|
Jan 27, 2026
Q4 2025
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.47K- 4.43% |
$62.5K - $65.5K
|
31.8K
$1.37M
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-313- 3.76% |
$13.3K - $13.9K
|
8.01K
$345K
|
|
|
Jan 27, 2026
Q4 2025
|
Joel Adams & Associates, Inc.
Asheville, NC |
SELL
|
- |
-240- 2.83% |
$10.2K - $10.7K
|
8.24K
$355K
|
|
|
Jan 14, 2026
Q4 2025
|
Weil Company, Inc.
|
SELL
|
- |
-201- 1.94% |
$8.52K - $8.94K
|
10.2K
$438K
|
|
|
Jan 22, 2026
Q4 2025
|
Fortress Financial Solutions, LLC
Tucson, AZ |
SELL
|
- |
-158- 2.77% |
$6.7K - $7.03K
|
5.55K
$239K
|
|
|
Jan 27, 2026
Q4 2025
|
Optas, LLC
|
SELL
|
- |
-102- 1.5% |
$4.33K - $4.54K
|
6.69K
$288K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-90- 0.44% |
$3.82K - $4K
|
20.5K
$885K
|
|
|
Jan 13, 2026
Q4 2025
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-57- 2.02% |
$2.42K - $2.54K
|
2.76K
$119K
|
|
|
Jan 30, 2026
Q4 2025
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.85% |
$1.99K - $2.09K
|
5.46K
$235K
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-10- 25.0% |
$424 - $445
|
30
$1.29K
|
|
| Q3 2025 | |||||||
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-22.5K- 35.63% |
$937K - $1.01M
|
40.7K
$1.75M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-6.45K- 21.9% |
$268K - $288K
|
23K
$991K
|
|
|
Nov 05, 2025
Q3 2025
|
Francis Financial, Inc.
New York, NY |
SELL
|
- |
-5.97K- 10.63% |
$248K - $267K
|
50.2K
$2.16M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-5.63K- 8.26% |
$234K - $252K
|
62.5K
$2.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.94K- 16.78% |
$205K - $221K
|
24.5K
$1.06M
|
|
|
Nov 14, 2025
Q3 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-4.91K- 35.4% |
$204K - $219K
|
8.96K
$386K
|
|
|
Oct 16, 2025
Q3 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-2.62K- 1.91% |
$109K - $117K
|
134K
$5.79M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.45K- 5.68% |
$102K - $109K
|
40.6K
$1.75M
|
|
|
Oct 30, 2025
Q3 2025
|
Bailard, Inc.
|
SELL
|
- |
-2.28K- 1.06% |
$94.6K - $102K
|
211K
$9.11M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.38K- 30.46% |
$57.2K - $61.5K
|
3.14K
$135K
|
|
|
Nov 24, 2025
Q3 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.29K- 3.3% |
$53.6K - $57.7K
|
37.8K
$1.63M
|
|
|
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 03, 2025
Q3 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-951- 4.86% |
$39.5K - $42.5K
|
18.6K
$803K
|
|
|
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
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-613- 1.99% |
$25.5K - $27.4K
|
30.2K
$1.3M
|
|
|
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
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-404- 25.25% |
$16.8K - $18.1K
|
1.2K
$51.5K
|
|
|
Nov 13, 2025
Q3 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-400- 34.04% |
$16.6K - $17.9K
|
775
$33.4K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-398- 2.88% |
$16.5K - $17.8K
|
13.4K
$579K
|
|
|
Nov 07, 2025
Q3 2025
|
Beta Wealth Group, Inc.
|
SELL
|
- |
-360- 2.48% |
$15K - $16.1K
|
14.1K
$609K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-332- 6.45% |
$13.8K - $14.8K
|
4.82K
$208K
|
|
|
Nov 07, 2025
Q3 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-323- 3.95% |
$13.4K - $14.4K
|
7.85K
$339K
|
|
|
Nov 07, 2025
Q3 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
SELL
|
- |
-316- 5.51% |
$13.1K - $14.1K
|
5.42K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-199- 0.87% |
$8.27K - $8.9K
|
22.6K
$976K
|
|
|
Nov 03, 2025
Q3 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-180- 2.07% |
$7.48K - $8.05K
|
8.53K
$368K
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-120- 1.12% |
$4.99K - $5.36K
|
10.6K
$457K
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-87- 0.31% |
$3.62K - $3.89K
|
27.6K
$1.19M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-75- 27.57% |
$3.12K - $3.35K
|
197
$8.49K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-74- 0.39% |
$3.08K - $3.31K
|
19K
$821K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-40- 0.12% |
$1.66K - $1.79K
|
32.2K
$1.39M
|
|
|
Nov 13, 2025
Q3 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-5- 0.38% |
$208 - $224
|
1.3K
$56K
|
|
| Q2 2025 | |||||||
|
Jul 29, 2025
Q2 2025
|
Crux Wealth Advisors
Long Beach, CA |
SELL
|
- |
-22.5K- 82.25% |
$773K - $938K
|
4.87K
$210K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-15.1K- 41.65% |
$516K - $626K
|
21.1K
$909K
|
|
|
Aug 01, 2025
Q2 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-13.9K- 9.33% |
$477K - $579K
|
135K
$5.83M
|
|