Purchases and Sales Made in Q1 2022 in Ishares Tr Esg Screened S&P Mi (XJH)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P Mi (XJH) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P MI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
BUY
|
- |
50KNew |
$1.71M - $1.96M
|
50K
$2.12M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
45.3K+ 10.26% |
$1.55M - $1.78M
|
487K
$20.7M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.5K+ 617.8% |
$940K - $1.08M
|
31.9K
$1.36M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
16.5KNew |
$564K - $646K
|
16.5K
$701K
|
|
|
Apr 15, 2022
Q1 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
13.9KNew |
$477K - $547K
|
13.9K
$593K
|
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
12.8K+ 124.57% |
$437K - $501K
|
23K
$979K
|
|
|
May 05, 2022
Q1 2022
|
Gen Wealth Group, Inc.
|
BUY
|
- |
11.4KNew |
$390K - $447K
|
11.4K
$484K
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
11KNew |
$376K - $431K
|
11K
$467K
|
|
|
May 13, 2022
Q1 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
8.02KNew |
$274K - $314K
|
8.02K
$341K
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
7.57K+ 19.17% |
$259K - $297K
|
47.1K
$2M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.59K+ 47.34% |
$157K - $180K
|
14.3K
$607K
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.13K+ 11.22% |
$141K - $162K
|
40.9K
$1.74M
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.39K+ 136.21% |
$116K - $133K
|
5.88K
$250K
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
3.25K+ 815.58% |
$111K - $127K
|
3.64K
$155K
|
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.88K+ 21.03% |
$98.4K - $113K
|
16.6K
$703K
|
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.63KNew |
$89.9K - $103K
|
2.63K
$112K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.56K+ 59.59% |
$87.5K - $100K
|
6.85K
$291K
|
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2.45K+ 3.83% |
$83.8K - $96.1K
|
66.5K
$2.83M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.05K+ 19.7% |
$70.1K - $80.3K
|
12.4K
$529K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
1.82KNew |
$62.4K - $71.5K
|
1.82K
$77.5K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1.59K+ 88.59% |
$54.5K - $62.4K
|
3.39K
$144K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.39K+ 18.98% |
$47.4K - $54.3K
|
8.68K
$369K
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
850New |
$29.1K - $33.3K
|
850
$36.1K
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
850New |
$29.1K - $33.3K
|
850
$36.1K
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
750+ 112.11% |
$25.7K - $29.4K
|
1.42K
$60.3K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
688+ 917.33% |
$23.5K - $27K
|
763
$32.4K
|
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
650+ 92.86% |
$22.2K - $25.5K
|
1.35K
$57.4K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
528+ 1.75% |
$18.1K - $20.7K
|
30.7K
$1.31M
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
479+ 47.61% |
$16.4K - $18.8K
|
1.49K
$63.1K
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
407New |
$13.9K - $16K
|
407
$17.3K
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
345+ 5.71% |
$11.8K - $13.5K
|
6.39K
$271K
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
300New |
$10.3K - $11.8K
|
300
$12.7K
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
16+ 0.26% |
$547 - $627
|
6.29K
$267K
|
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.25% |
$68.4 - $78.4
|
802
$34.1K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-57Closed |
$1.95K - $2.23K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Us Bancorp \De\
|
SELL
|
- |
-212- 18.4% |
$7.25K - $8.31K
|
940
$39.9K
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.84KClosed |
$97K - $111K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.28K- 12.07% |
$147K - $168K
|
31.2K
$1.33M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-46.9KClosed |
$1.6M - $1.84M
|
0
$0
|