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

Balanced Rock Investment Advisor

$137 Billion
Q3 2025

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 31,265 shares of XJH stock, worth $1.35 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares

31,265

Previous 30,961 0.98%

Holding current value

$1.35 Million

Previous $1.28 Billion 6.7%

% of portfolio

1.0%

Previous 1.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$41.58 - $44.7 $12,640 - $13,588	304 Added 0.98%	31,265 $1.37 Billion
Q2 2025 Aug 14, 2025	SELL	$34.28 - $41.6 $221,517 - $268,819	-6,462 Reduced 17.27%	30,961 $1.28 Billion
Q1 2025 May 12, 2025	SELL	$38.41 - $44.06 $47,282 - $54,237	-1,231 Reduced 3.18%	37,423 $1.46 Billion
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

168

Shares Held

5.48M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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