Opes Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Opes Wealth Management LLC

$567 Million
Q3 2025

A detailed history of Opes Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Opes Wealth Management LLC holds 37,772 shares of XJH stock, worth $1.63 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

37,772

Previous 39,062 3.3%

Holding current value

$1.63 Million

Previous $1.62 Million 2.16%

% of portfolio

0.29%

Previous 0.29%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 24, 2025	SELL	$41.58 - $44.7 $53,638 - $57,663	-1,290 Reduced 3.3%	37,772 $1.66 Million
Q2 2025 Jul 30, 2025	BUY	$34.28 - $41.6 $172,565 - $209,414	5,034 Added 14.79%	39,062 $1.62 Million
Q1 2025 May 06, 2025	BUY	$38.41 - $44.06 $607,838 - $697,249	15,825 Added 86.94%	34,028 $1.33 Million
Q4 2024 Jan 30, 2025	SELL	$41.64 - $45.75 $32,895 - $36,142	-790 Reduced 4.16%	18,203 $761,000
Q3 2024 Oct 29, 2024	BUY	$38.71 - $42.43 $20,516 - $22,487	530 Added 2.87%	18,993 $803,000

Q2 2024 Aug 05, 2024	BUY	$37.95 - $41.03 $9,867 - $10,667	260 Added 1.43%	18,463 $730,000
Q1 2024 May 02, 2024	BUY	$36.5 - $41.08 $2,664 - $2,998	73 Added 0.4%	18,203 $747,000
Q4 2023 Jan 31, 2024	BUY	$31.25 - $38.22 $161,718 - $197,788	5,175 Added 39.95%	18,130 $683,000
Q3 2023 Nov 02, 2023	BUY	$33.4 - $37.04 $432,697 - $479,853	12,955 New	12,955 $438,000

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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Opes Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History