Balanced Rock Investment Advisor Ishares Tr Esg Screened S&P Mi Transaction History

Balanced Rock Investment Advisor

$127 Billion
Q2 2025

A detailed history of Balanced Rock Investment Advisor transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Balanced Rock Investment Advisor holds 30,961 shares of XJH stock, worth $1.34 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

30,961

Previous 37,423 17.27%

Holding current value

$1.34 Million

Previous $1.46 Billion 12.12%

% of portfolio

1.01%

Previous 1.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$34.28 - $41.6 $221,517 - $268,819	-6,462 Reduced 17.27%	30,961 $1.28 Billion
Q1 2025 May 12, 2025	SELL	$38.41 - $44.06 $47,282 - $54,237	-1,231 Reduced 3.18%	37,423 $1.46 Billion
Q4 2024 Feb 13, 2025	SELL	$41.64 - $45.75 $247,633 - $272,075	-5,947 Reduced 13.33%	38,654 $1.62 Billion
Q3 2024 Nov 13, 2024	BUY	$38.71 - $42.43 $19,664 - $21,554	508 Added 1.15%	44,601 $1.89 Billion
Q2 2024 Jul 31, 2024	BUY	$37.95 - $41.03 $88,689 - $95,887	2,337 Added 5.6%	44,093 $1.74 Billion
Q1 2024 May 13, 2024	BUY	$36.5 - $41.08 $707,406 - $796,171	19,381 Added 86.62%	41,756 $1.72 Billion
Q4 2023 Feb 13, 2024	BUY	$31.25 - $38.22 $699,218 - $855,172	22,375 New	22,375 $844 Million

Others Institutions Holding XJH

# of Institutions

165

Shares Held

5.65M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P MI

Ticker XJH
Sector ETFs
Industry ETFs

More about XJH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Balanced Rock Investment Advisor, based on Form 13F filings with the SEC.

News

Stay updated on Balanced Rock Investment Advisor with notifications on news.

Account

Balanced Rock Investment Advisor Ishares Tr Esg Screened S&P Mi Transaction History