Integrated Wealth Concepts LLC Ishares Tr Esg Screened S&P Mi Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 6,241 shares of XJH stock, worth $250,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,241
Previous 4,790 30.29%
Holding current value
$250,763
Previous $202,000 29.21%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$41.64 - $45.75 $60,419 - $66,383
1,451 Added 30.29%
6,241 $261,000
Q3 2024

Nov 14, 2024
BUY
$38.71 - $42.43 $185,420 - $203,239
4,790 New
4,790 $202,000

Others Institutions Holding XJH

# of Institutions
147
Shares Held
4.71M
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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