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

Balanced Rock Investment Advisor

  • $128 Billion
  • Q3 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 44,601 shares of XJH stock, worth $1.9 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares
44,601
Previous 44,093 1.15%
Holding current value
$1.9 Million
Previous $1.74 Billion 8.1%
% of portfolio
1.48%
Previous 1.47%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
130
Shares Held
3.96M
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
Track This Portfolio

Track Balanced Rock Investment Advisor Portfolio

Follow Balanced Rock Investment Advisor and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email