Capital Analysts, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Capital Analysts, LLC

$3.43 Billion
Q3 2025

A detailed history of Capital Analysts, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Capital Analysts, LLC holds 10,603 shares of XJH stock, worth $456,989. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,603

Previous 10,723 1.12%

Holding current value

$456,989

Previous $445,000 4.49%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$41.58 - $44.7 $4,989 - $5,364	-120 Reduced 1.12%	10,603 $465,000
Q2 2025 Aug 13, 2025	SELL	$34.28 - $41.6 $2,810 - $3,411	-82 Reduced 0.76%	10,723 $445,000
Q1 2025 May 14, 2025	SELL	$38.41 - $44.06 $22,969 - $26,347	-598 Reduced 5.24%	10,805 $422,000
Q4 2024 Feb 14, 2025	SELL	$41.64 - $45.75 $83 - $91	-2 Reduced 0.02%	11,403 $477,000
Q3 2024 Nov 13, 2024	BUY	$38.71 - $42.43 $1,935 - $2,121	50 Added 0.44%	11,405 $482,000

Q2 2024 Aug 14, 2024	BUY	$37.95 - $41.03 $37,798 - $40,865	996 Added 9.61%	11,355 $449,000
Q1 2024 May 14, 2024	BUY	$36.5 - $41.08 $378,103 - $425,547	10,359 New	10,359 $426,000

Others Institutions Holding XJH

# of Institutions

164

Shares Held

5.58M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Capital Analysts, LLC Ishares Tr Esg Screened S&P Mi Transaction History