Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
62.1KNew |
$1.84M - $2.28M
|
62.1K
$2.64M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
24.4KNew |
$723K - $897K
|
24.4K
$1.04M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
22.2KNew |
$658K - $816K
|
22.2K
$944K
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
16.5K+ 132.8% |
$490K - $607K
|
29K
$1.23M
|
|
|
Jul 13, 2022
Q2 2022
|
Scott Capital Advisors, LLC
|
BUY
|
- |
16.1KNew |
$476K - $590K
|
16.1K
$683K
|
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.4KNew |
$308K - $382K
|
10.4K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.67KNew |
$227K - $281K
|
7.67K
$326K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
7.65KNew |
$227K - $281K
|
7.65K
$325K
|
|
|
Aug 11, 2022
Q2 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
7.21KNew |
$213K - $265K
|
7.21K
$306K
|
|
|
Aug 09, 2022
Q2 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
7K+ 30.37% |
$207K - $257K
|
30K
$1.28M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
6.98KNew |
$207K - $256K
|
6.98K
$297K
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
6.38K+ 70.41% |
$189K - $234K
|
15.4K
$656K
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4K+ 27.97% |
$118K - $147K
|
18.3K
$777K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
3.82KNew |
$113K - $140K
|
3.82K
$162K
|
|
|
Aug 10, 2022
Q2 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
3.73K+ 46.55% |
$111K - $137K
|
11.8K
$499K
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
BUY
|
- |
3.51K+ 11.42% |
$104K - $129K
|
34.2K
$1.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.38K+ 40.43% |
$70.4K - $87.3K
|
8.26K
$351K
|
|
|
Aug 08, 2022
Q2 2022
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
1.73K+ 15.75% |
$51.3K - $63.6K
|
12.7K
$541K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.46K+ 8.81% |
$43.2K - $53.5K
|
18K
$765K
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1.21K+ 85.34% |
$35.9K - $44.5K
|
2.63K
$112K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
700+ 933.33% |
$20.7K - $25.7K
|
775
$32.9K
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
500+ 33.67% |
$14.8K - $18.4K
|
1.99K
$84.3K
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
432+ 1.38% |
$12.8K - $15.9K
|
31.6K
$1.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
156+ 4.6% |
$4.62K - $5.73K
|
3.55K
$151K
|
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
63New |
$1.87K - $2.31K
|
63
$2.68K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
55+ 2.09% |
$1.63K - $2.02K
|
2.68K
$114K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
27New |
$799 - $991
|
27
$1.15K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2+ 0.49% |
$59.2 - $73.4
|
409
$17.4K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-150- 11.11% |
$4.44K - $5.51K
|
1.2K
$51K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-187- 0.59% |
$5.54K - $6.86K
|
31.7K
$1.35M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-529- 7.72% |
$15.7K - $19.4K
|
6.32K
$268K
|
|
|
Aug 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-783- 97.63% |
$23.2K - $28.7K
|
19
$807
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-815- 22.37% |
$24.1K - $29.9K
|
2.83K
$120K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.22K- 2.99% |
$36.2K - $44.9K
|
39.7K
$1.69M
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-1.25K- 2.66% |
$37K - $45.9K
|
45.8K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-1.75K- 10.59% |
$51.7K - $64.1K
|
14.7K
$626K
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-1.82KClosed |
$54K - $66.9K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-6.29KClosed |
$186K - $231K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.39KClosed |
$189K - $235K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gen Wealth Group, Inc.
|
SELL
|
- |
-11.4KClosed |
$338K - $419K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-13.9KClosed |
$413K - $512K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-16.5K- 3.38% |
$487K - $604K
|
470K
$20M
|
|
|
Aug 10, 2022
Q2 2022
|
Citigroup Inc
|
SELL
|
- |
-50KClosed |
$1.48M - $1.84M
|
0
$0
|