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

Asset Dedication, LLC

  • $1.35 Billion
  • Q2 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 3,690 shares of XJH stock, worth $159,297. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,690
Previous 1,425 158.95%
Holding current value
$159,297
Previous $55,000 178.18%
% of portfolio
0.01%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 19, 2025
BUY
$34.28 - $41.6 $77,644 - $94,224
2,265 Added 158.95%
3,690 $153,000
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
164
Shares Held
5.66M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
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