Sage View Advisory Group, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Sage View Advisory Group, LLC

  • $2.9 Trillion
  • Q3 2025

A detailed history of Sage View Advisory Group, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 24,669 shares of XJH stock, worth $1.06 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
24,669
Previous 23,095 6.82%
Holding current value
$1.06 Million
Previous $994 Million 8.86%
% of portfolio
0.04%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$41.58 - $44.7 $65,446 - $70,357
1,574 Added 6.82%
24,669 $1.08 Billion
Q2 2025

Aug 13, 2025
BUY
$34.28 - $41.6 $99,274 - $120,473
2,896 Added 14.34%
23,095 $994 Million
Q1 2025

May 19, 2025
BUY
$38.41 - $44.06 $775,843 - $889,967
20,199 New
20,199 $789 Million

Others Institutions Holding XJH

# of Institutions
165
Shares Held
5.58M
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
Track This Portfolio

Track Sage View Advisory Group, LLC Portfolio

Follow Sage View Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sage View Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sage View Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email