Affiance Financial, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Affiance Financial, LLC

$414 Million
Q4 2024

A detailed history of Affiance Financial, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Affiance Financial, LLC holds 21,406 shares of XJH stock, worth $842,112. This represents 0.22% of its overall portfolio holdings.

Number of Shares

21,406

Previous 21,481 0.35%

Holding current value

$842,112

Previous $908,000 1.43%

% of portfolio

0.22%

Previous 0.22%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$41.64 - $45.75 $3,123 - $3,431	-75 Reduced 0.35%	21,406 $895,000
Q3 2024 Oct 11, 2024	BUY	$38.71 - $42.43 $7,316 - $8,019	189 Added 0.89%	21,481 $908,000
Q2 2024 Aug 01, 2024	BUY	$37.95 - $41.03 $56,811 - $61,421	1,497 Added 7.56%	21,292 $842,000
Q1 2024 Apr 15, 2024	SELL	$36.5 - $41.08 $645,502 - $726,499	-17,685 Reduced 47.19%	19,795 $813,000
Q4 2023 Jan 09, 2024	BUY	$31.25 - $38.22 $12,250 - $14,982	392 Added 1.06%	37,480 $1.41 Million
Q3 2023 Oct 11, 2023	BUY	$33.4 - $37.04 $46,726 - $51,818	1,399 Added 3.92%	37,088 $1.26 Million
Q2 2023 Jul 11, 2023	BUY	$32.61 - $35.62 $52,860 - $57,740	1,621 Added 4.76%	35,689 $1.27 Million
Q1 2023 Apr 18, 2023	BUY	$32.2 - $36.99 $904,337 - $1.04 Million	28,085 Added 469.41%	34,068 $1.16 Million
Q4 2022 Jan 20, 2023	BUY	$30.27 - $34.91 $181,105 - $208,866	5,983 New	5,983 $0

Others Institutions Holding XJH

# of Institutions

147

Shares Held

4.71M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Affiance Financial, LLC Ishares Tr Esg Screened S&P Mi Transaction History