Hilltop Wealth Advisors, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Hilltop Wealth Advisors, LLC

$198 Million
Q4 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 43,853 shares of XJH stock, worth $1.76 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

43,853

Previous 48,253 9.12%

Holding current value

$1.76 Million

Previous $2.04 Million 10.1%

% of portfolio

0.93%

Previous 0.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 08, 2025	SELL	$41.64 - $45.75 $183,216 - $201,300	-4,400 Reduced 9.12%	43,853 $1.83 Million
Q3 2024 Oct 09, 2024	BUY	$38.71 - $42.43 $1.43 Million - $1.56 Million	36,877 Added 324.16%	48,253 $2.04 Million
Q2 2024 Jul 03, 2024	SELL	$37.95 - $41.03 $3,415 - $3,692	-90 Reduced 0.78%	11,376 $450,000
Q1 2024 Apr 05, 2024	SELL	$36.5 - $41.08 $171,805 - $193,363	-4,707 Reduced 29.1%	11,466 $471,000
Q4 2023 Jan 17, 2024	BUY	$31.25 - $38.22 $69,312 - $84,771	2,218 Added 15.89%	16,173 $610,000
Q3 2023 Oct 16, 2023	BUY	$33.4 - $37.04 $45,490 - $50,448	1,362 Added 10.82%	13,955 $472,000
Q2 2023 Jul 19, 2023	BUY	$32.61 - $35.62 $410,657 - $448,562	12,593 New	12,593 $448,000

Others Institutions Holding XJH

# of Institutions

147

Shares Held

4.71M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Hilltop Wealth Advisors, LLC Ishares Tr Esg Screened S&P Mi Transaction History