Rtd Financial Advisors, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Rtd Financial Advisors, Inc.

$808 Million
Q4 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 31,764 shares of XJH stock, worth $1.37 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

31,764

Previous 33,237 4.43%

Holding current value

$1.37 Million

Previous $1.46 Million 6.04%

% of portfolio

0.17%

Previous 0.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 27, 2026	SELL	$42.41 - $44.49 $62,469 - $65,533	-1,473 Reduced 4.43%	31,764 $1.37 Million
Q3 2025 Oct 14, 2025	BUY	$41.58 - $44.7 $101,579 - $109,202	2,443 Added 7.93%	33,237 $1.46 Million
Q2 2025 Jul 15, 2025	BUY	$34.28 - $41.6 $41,307 - $50,128	1,205 Added 4.07%	30,794 $1.28 Million
Q1 2025 Apr 16, 2025	BUY	$38.41 - $44.06 $68,177 - $78,206	1,775 Added 6.38%	29,589 $1.16 Million
Q4 2024 Jan 21, 2025	BUY	$41.64 - $45.75 $175,304 - $192,607	4,210 Added 17.84%	27,814 $1.16 Million

Q3 2024 Oct 30, 2024	BUY	$38.71 - $42.43 $913,710 - $1 Million	23,604 New	23,604 $998,000

Others Institutions Holding XJH

# of Institutions

171

Shares Held

5.51M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P MI

Ticker XJH
Sector ETFs
Industry ETFs

More about XJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rtd Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rtd Financial Advisors, Inc. with notifications on news.

Account

Rtd Financial Advisors, Inc. Ishares Tr Esg Screened S&P Mi Transaction History