Purchases and Sales Made in Q3 2025 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 Q3 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
258KNew |
$10.7M - $11.5M
|
258K
$11.1M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
38.5K+ 17.94% |
$1.6M - $1.72M
|
253K
$10.9M
|
|
|
Oct 20, 2025
Q3 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
20.3K+ 14.87% |
$845K - $909K
|
157K
$6.77M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
18.6K+ 6.5% |
$774K - $832K
|
305K
$13.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
13.7K+ 2.56% |
$568K - $611K
|
548K
$23.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 2.24% |
$547K - $588K
|
602K
$25.9M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
10.5K+ 105.4% |
$435K - $467K
|
20.4K
$878K
|
|
|
Oct 31, 2025
Q3 2025
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
9.6K+ 67.52% |
$399K - $429K
|
23.8K
$1.03M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
7.53K+ 20.32% |
$313K - $337K
|
44.6K
$1.92M
|
|
|
Oct 28, 2025
Q3 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
5.81KNew |
$241K - $260K
|
5.81K
$250K
|
|
|
Oct 30, 2025
Q3 2025
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5.24KNew |
$218K - $234K
|
5.24K
$226K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
4.68KNew |
$194K - $209K
|
4.68K
$202K
|
|
|
Nov 12, 2025
Q3 2025
|
Tpg Financial Advisors, LLC
|
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 07, 2025
Q3 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
4.6KNew |
$191K - $205K
|
4.6K
$198K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
4.36K+ 18.94% |
$181K - $195K
|
27.4K
$1.18M
|
|
|
Nov 13, 2025
Q3 2025
|
Hills Bank & Trust CO
|
BUY
|
- |
3.25KNew |
$135K - $145K
|
3.25K
$140K
|
|
|
Oct 14, 2025
Q3 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
2.44K+ 7.93% |
$102K - $109K
|
33.2K
$1.43M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
2.43K+ 3.08% |
$101K - $109K
|
81.4K
$3.51M
|
|
|
Nov 20, 2025
Q3 2025
|
Asset Dedication, LLC
|
BUY
|
- |
2.32K+ 62.74% |
$96.3K - $103K
|
6.01K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
2.29K+ 10.92% |
$95.1K - $102K
|
23.2K
$1M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.17K+ 19.11% |
$90.1K - $96.9K
|
13.5K
$582K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
2.02K+ 186.8% |
$84.1K - $90.4K
|
3.11K
$134K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.81KNew |
$75.3K - $80.9K
|
1.81K
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.58K+ 5.88% |
$65.7K - $70.6K
|
28.5K
$1.23M
|
|
|
Nov 13, 2025
Q3 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.57K+ 6.82% |
$65.4K - $70.4K
|
24.7K
$1.06M
|
|
|
Oct 28, 2025
Q3 2025
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.36K+ 68.25% |
$56.6K - $60.8K
|
3.36K
$145K
|
|
|
Nov 14, 2025
Q3 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.28K+ 6.07% |
$53.2K - $57.2K
|
22.4K
$964K
|
|
|
Nov 06, 2025
Q3 2025
|
Weil Company, Inc.
|
BUY
|
- |
1.13K+ 12.19% |
$46.8K - $50.3K
|
10.4K
$447K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.04K+ 4.9% |
$43.1K - $46.3K
|
22.2K
$956K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
BUY
|
- |
794+ 71.02% |
$33K - $35.5K
|
1.91K
$82.4K
|
|
|
Oct 27, 2025
Q3 2025
|
First United Bank & Trust
|
BUY
|
- |
755+ 12.74% |
$31.4K - $33.7K
|
6.68K
$288K
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
658+ 0.81% |
$27.4K - $29.4K
|
81.8K
$3.52M
|
|
|
Nov 12, 2025
Q3 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
552+ 2.65% |
$23K - $24.7K
|
21.3K
$920K
|
|
|
Nov 19, 2025
Q3 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
488+ 1.97% |
$20.3K - $21.8K
|
25.3K
$1.09M
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
458+ 2.9% |
$19K - $20.5K
|
16.2K
$699K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
BUY
|
- |
452+ 6.46% |
$18.8K - $20.2K
|
7.45K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Sage Financial Group Inc
|
BUY
|
- |
354+ 1.18% |
$14.7K - $15.8K
|
30.4K
$1.31M
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
316+ 5.23% |
$13.1K - $14.1K
|
6.35K
$274K
|
|
|
Nov 14, 2025
Q3 2025
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
304+ 0.98% |
$12.6K - $13.6K
|
31.3K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
218+ 3.37% |
$9.06K - $9.74K
|
6.69K
$288K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
213+ 2.53% |
$8.86K - $9.52K
|
8.63K
$372K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
201+ 3.79% |
$8.36K - $8.98K
|
5.5K
$237K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
158+ 1.09% |
$6.57K - $7.06K
|
14.7K
$632K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
141+ 87.04% |
$5.86K - $6.3K
|
303
$13.1K
|
|
|
Nov 10, 2025
Q3 2025
|
Main Street Investment Advisors LLC
|
BUY
|
- |
135+ 0.65% |
$5.61K - $6.03K
|
20.8K
$898K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
135+ 0.66% |
$5.61K - $6.03K
|
20.6K
$889K
|
|
|
Nov 05, 2025
Q3 2025
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
124+ 1.06% |
$5.16K - $5.54K
|
11.8K
$511K
|
|
|
Nov 14, 2025
Q3 2025
|
Triumph Capital Management
|
BUY
|
- |
120New |
$4.99K - $5.36K
|
120
$5.17K
|
|
|
Nov 14, 2025
Q3 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
100New |
$4.16K - $4.47K
|
100
$4.31K
|
|
|
Nov 12, 2025
Q3 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
77+ 0.41% |
$3.2K - $3.44K
|
18.7K
$804K
|
|