Values Added Financial LLC Ishares Tr Esg Screened S&P Mi Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Values Added Financial LLC holds 23,816 shares of XJH stock, worth $1.03 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares
23,816
Previous 14,217 67.52%
Holding current value
$1.03 Million
Previous $590 Million 77.0%
% of portfolio
0.46%
Previous 0.29%

Shares

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

Oct 31, 2025
BUY
$41.58 - $44.7 $399,126 - $429,075
9,599 Added 67.52%
23,816 $1.04 Billion
Q2 2025

Jul 23, 2025
BUY
$34.28 - $41.6 $487,358 - $591,427
14,217 New
14,217 $590 Million

Others Institutions Holding XJH

# of Institutions
165
Shares Held
5.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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