Shira Ridge Wealth Management Ishares Tr Esg Screened S&P Mi Transaction History

Shira Ridge Wealth Management

$204 Billion
Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Shira Ridge Wealth Management holds 124,605 shares of XJH stock, worth $5.39 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares

124,605

Previous 118,500 5.15%

Holding current value

$5.39 Million

Previous $5.01 Billion 4.03%

% of portfolio

2.55%

Previous 2.56%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$41.64 - $45.75 $254,212 - $279,303	6,105 Added 5.15%	124,605 $5.21 Billion
Q3 2024 Oct 10, 2024	SELL	$38.71 - $42.43 $354,235 - $388,276	-9,151 Reduced 7.17%	118,500 $5.01 Billion
Q2 2024 Jul 11, 2024	SELL	$37.95 - $41.03 $2,011 - $2,174	-53 Reduced 0.04%	127,651 $5.05 Billion
Q1 2024 Apr 18, 2024	SELL	$36.5 - $41.08 $130,998 - $147,436	-3,589 Reduced 2.73%	127,704 $5.25 Billion
Q4 2023 Jan 10, 2024	SELL	$31.25 - $38.22 $47,593 - $58,209	-1,523 Reduced 1.15%	131,293 $4.95 Billion
Q3 2023 Oct 10, 2023	BUY	$33.4 - $37.04 $37,508 - $41,595	1,123 Added 0.85%	132,816 $4.5 Billion
Q2 2023 Jul 12, 2023	SELL	$32.61 - $35.62 $5,054 - $5,521	-155 Reduced 0.12%	131,693 $4.69 Billion
Q1 2023 May 08, 2023	BUY	$32.2 - $36.99 $48,976 - $56,261	1,521 Added 1.17%	131,848 $4.48 Billion
Q4 2022 Jan 12, 2023	BUY	$30.27 - $34.91 $3.94 Million - $4.55 Million	130,327 New	130,327 $4.28 Billion

Others Institutions Holding XJH

# of Institutions

131

Shares Held

3.98M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

Ticker XJH
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Shira Ridge Wealth Management Ishares Tr Esg Screened S&P Mi Transaction History