Wr Wealth Planners, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 211 shares of XJH stock, worth $9,094. This represents 0.0% of its overall portfolio holdings.

Number of Shares
211
Previous 398 46.98%
Holding current value
$9,094
Previous $16,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 05, 2025
SELL
$41.64 - $45.75 $7,786 - $8,555
-187 Reduced 46.98%
211 $8,000
Q3 2024

Oct 17, 2024
SELL
$38.71 - $42.43 $193 - $212
-5 Reduced 1.24%
398 $16,000
Q2 2024

Jul 31, 2024
SELL
$37.95 - $41.03 $22,238 - $24,043
-586 Reduced 59.25%
403 $15,000
Q1 2024

Jul 31, 2024
BUY
$36.5 - $41.08 $36,098 - $40,628
989 New
989 $40,000
Q3 2023

Aug 01, 2024
SELL
$33.4 - $37.04 $467 - $518
-14 Reduced 1.21%
1,143 $38.7 Million
Q2 2023

Aug 01, 2024
BUY
$32.61 - $35.62 $24,587 - $26,857
754 Added 187.1%
1,157 $41.2 Million
Q1 2023

Aug 01, 2024
BUY
$32.2 - $36.99 $38,736 - $44,498
1,203 Added 298.51%
1,606 $54.6 Million
Q4 2022

Oct 10, 2024
SELL
$30.27 - $34.91 $18,464 - $21,295
-610 Reduced 25.62%
1,771 $58.1 Million
Q3 2022

Oct 10, 2024
BUY
$29.73 - $35.65 $58,805 - $70,515
1,978 Added 490.82%
2,381 $70.8 Million
Q2 2022

Oct 17, 2024
SELL
$29.61 - $36.71 $24,132 - $29,918
-815 Reduced 22.37%
2,829 $86.5 Million
Q1 2022

Oct 17, 2024
BUY
$34.21 - $39.2 $111,045 - $127,243
3,246 Added 815.58%
3,644 $133 Million

Others Institutions Holding XJH

# of Institutions
164
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
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