Asset Dedication, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Asset Dedication, LLC

  • $1.21 Billion
  • Q1 2025

A detailed history of Asset Dedication, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Asset Dedication, LLC holds 1,425 shares of XJH stock, worth $57,399. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,425
Previous 2,014 29.25%
Holding current value
$57,399
Previous $84,000 34.52%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$38.41 - $44.06 $22,623 - $25,951
-589 Reduced 29.25%
1,425 $55,000
Q4 2024

Jan 22, 2025
BUY
$41.64 - $45.75 $42,972 - $47,214
1,032 Added 105.09%
2,014 $84,000
Q3 2024

Oct 15, 2024
BUY
$38.71 - $42.43 $23,767 - $26,052
614 Added 166.85%
982 $41,000
Q2 2024

Aug 06, 2024
BUY
$37.95 - $41.03 $13,965 - $15,099
368 New
368 $14,000

Others Institutions Holding XJH

# of Institutions
148
Shares Held
5.03M
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 Asset Dedication, LLC Portfolio

Follow Asset Dedication, 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 Asset Dedication, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Asset Dedication, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email