Balanced Rock Investment Advisor Ishares Tr Esg Screened S&P Mi Transaction History

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 38,654 shares of XJH stock, worth $1.54 Million. This represents 1.28% of its overall portfolio holdings.

Number of Shares
38,654
Previous 44,601 13.33%
Holding current value
$1.54 Million
Previous $1.89 Billion 14.26%
% of portfolio
1.28%
Previous 1.48%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$41.64 - $45.75 $247,633 - $272,075
-5,947 Reduced 13.33%
38,654 $1.62 Billion
Q3 2024

Nov 13, 2024
BUY
$38.71 - $42.43 $19,664 - $21,554
508 Added 1.15%
44,601 $1.89 Billion
Q2 2024

Jul 31, 2024
BUY
$37.95 - $41.03 $88,689 - $95,887
2,337 Added 5.6%
44,093 $1.74 Billion
Q1 2024

May 13, 2024
BUY
$36.5 - $41.08 $707,406 - $796,171
19,381 Added 86.62%
41,756 $1.72 Billion
Q4 2023

Feb 13, 2024
BUY
$31.25 - $38.22 $699,218 - $855,172
22,375 New
22,375 $844 Million

Others Institutions Holding XJH

# of Institutions
147
Shares Held
4.71M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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