Atlantic Private Wealth, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q4 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 15,441 shares of XJH stock, worth $642,654. This represents 0.49% of its overall portfolio holdings.

Number of Shares
15,441
Previous 16,166 4.48%
Holding current value
$642,654
Previous $683,000 5.42%
% of portfolio
0.49%
Previous 0.52%

Shares

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

Feb 11, 2025
SELL
$41.64 - $45.75 $30,189 - $33,168
-725 Reduced 4.48%
15,441 $646,000
Q3 2024

Nov 07, 2024
SELL
$38.71 - $42.43 $10,761 - $11,795
-278 Reduced 1.69%
16,166 $683,000
Q2 2024

Aug 12, 2024
BUY
$37.95 - $41.03 $1,783 - $1,928
47 Added 0.29%
16,444 $650,000
Q1 2024

May 13, 2024
BUY
$36.5 - $41.08 $292 - $328
8 Added 0.05%
16,397 $673,000
Q4 2023

Feb 09, 2024
BUY
$31.25 - $38.22 $31 - $38
1 Added 0.01%
16,389 $618,000
Q2 2023

Aug 11, 2023
BUY
$32.61 - $35.62 $3,195 - $3,490
98 Added 0.6%
16,388 $583,000
Q1 2023

May 12, 2023
BUY
$32.2 - $36.99 $24,794 - $28,482
770 Added 4.96%
16,290 $553,000
Q4 2022

Feb 13, 2023
BUY
$30.27 - $34.91 $2,694 - $3,106
89 Added 0.58%
15,520 $509,000
Q2 2022

Jul 06, 2022
BUY
$29.61 - $36.71 $188,793 - $234,062
6,376 Added 70.41%
15,431 $472,000
Q4 2021

Jan 19, 2022
BUY
$36.41 - $39.86 $329,692 - $360,932
9,055 New
9,055 $352,000

Others Institutions Holding XJH

# of Institutions
146
Shares Held
4.71M
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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