Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
195+ 1.03% |
$6.09K - $7.45K
|
19.1K
$804K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
124+ 1.44% |
$3.88K - $4.74K
|
8.75K
$368K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
109+ 10.06% |
$3.41K - $4.17K
|
1.19K
$50.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
58+ 0.64% |
$1.81K - $2.22K
|
9.07K
$381K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
51New |
$1.59K - $1.95K
|
51
$2.14K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
42+ 0.54% |
$1.31K - $1.61K
|
7.81K
$328K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
3+ 0.11% |
$93.8 - $115
|
2.78K
$117K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
3+ 0.45% |
$93.8 - $115
|
666
$28K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.26% |
$31.3 - $38.2
|
386
$16.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.01% |
$31.3 - $38.2
|
16.4K
$689K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-64- 0.55% |
$2K - $2.45K
|
11.5K
$485K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-144- 9.94% |
$4.5K - $5.5K
|
1.3K
$54.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-149- 0.88% |
$4.66K - $5.69K
|
16.8K
$707K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-222- 7.78% |
$6.94K - $8.48K
|
2.63K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-250- 3.83% |
$7.81K - $9.56K
|
6.28K
$264K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-912- 9.03% |
$28.5K - $34.9K
|
9.19K
$386K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.33K- 16.47% |
$41.6K - $50.9K
|
6.75K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Shira Ridge Wealth Management
Larkspur, CA |
SELL
|
- |
-1.52K- 1.15% |
$47.6K - $58.2K
|
131K
$5.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-2.4K- 1.21% |
$74.9K - $91.6K
|
195K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4.19K- 9.36% |
$131K - $160K
|
40.5K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-4.32K- 29.3% |
$135K - $165K
|
10.4K
$438K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.23K- 46.92% |
$163K - $200K
|
5.91K
$248K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
SELL
|
- |
-10.6K- 54.19% |
$331K - $405K
|
8.96K
$376K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.4K- 25.72% |
$449K - $549K
|
41.5K
$1.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.9K- 62.42% |
$590K - $721K
|
11.4K
$477K
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-32K- 33.01% |
$1M - $1.22M
|
64.9K
$2.73M
|