Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wealth Enhancement Advisory Services, LLC

  • $65.4 Billion
  • Q4 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 17,404 shares of XJH stock, worth $750,112. This represents 0.0% of its overall portfolio holdings.

Number of Shares
17,404
Previous 16,229 7.24%
Holding current value
$750,112
Previous $711,000 5.49%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
BUY
$42.41 - $44.49 $49,831 - $52,275
1,175 Added 7.24%
17,404 $750,000
Q3 2025

Oct 29, 2025
BUY
$41.58 - $44.7 $19,043 - $20,472
458 Added 2.9%
16,229 $711,000
Q2 2025

Jul 10, 2025
SELL
$34.28 - $41.6 $96,086 - $116,604
-2,803 Reduced 15.09%
15,771 $654,000
Q1 2025

Apr 16, 2025
SELL
$38.41 - $44.06 $68,945 - $79,087
-1,795 Reduced 8.81%
18,574 $725,000
Q4 2024

Mar 17, 2025
BUY
$41.64 - $45.75 $14,157 - $15,555
340 Added 1.7%
20,369 $852,000
Q3 2024

Oct 23, 2024
BUY
$38.71 - $42.43 $55,045 - $60,335
1,422 Added 7.64%
20,029 $847,000
Q2 2024

Jul 16, 2024
BUY
$37.95 - $41.03 $377,830 - $408,494
9,956 Added 115.08%
18,607 $736,000
Q1 2024

Apr 15, 2024
SELL
$36.5 - $41.08 $3,540 - $3,984
-97 Reduced 1.11%
8,651 $355,000
Q4 2023

Jan 30, 2024
BUY
$31.25 - $38.22 $3,875 - $4,739
124 Added 1.44%
8,748 $329,000
Q3 2023

Nov 13, 2023
BUY
$33.4 - $37.04 $288,041 - $319,432
8,624 New
8,624 $292,000

Others Institutions Holding XJH

# of Institutions
171
Shares Held
5.51M
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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