Beta Wealth Group, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Beta Wealth Group, Inc.

  • $187 Million
  • Q3 2025

A detailed history of Beta Wealth Group, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 14,131 shares of XJH stock, worth $609,046. This represents 0.33% of its overall portfolio holdings.

Number of Shares
14,131
Previous 14,491 2.48%
Holding current value
$609,046
Previous $601,000 3.0%
% of portfolio
0.33%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
$41.58 - $44.7 $14,968 - $16,092
-360 Reduced 2.48%
14,131 $619,000
Q2 2025

Aug 08, 2025
BUY
$34.28 - $41.6 $496,751 - $602,825
14,491 New
14,491 $601,000

Others Institutions Holding XJH

# of Institutions
164
Shares Held
5.58M
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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