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 44,093 shares of XJH stock, worth $1.87 Million. This represents 1.47% of its overall portfolio holdings.

Number of Shares
44,093
Previous 41,756 5.6%
Holding current value
$1.87 Million
Previous $1.72 Billion 1.72%
% of portfolio
1.47%
Previous 1.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG SCREENED S&P MI


  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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