Balanced Rock Investment Advisor Ishares Tr Esg Screened S&P Mi Transaction History
Balanced Rock Investment Advisor
- $126 Billion
- Q4 2024
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 38,654 shares of XJH stock, worth $1.65 Million. This represents 1.28% of its overall portfolio holdings.
Number of Shares
38,654
Previous 44,601
13.33%
Holding current value
$1.65 Million
Previous $1.89 Billion
14.26%
% of portfolio
1.28%
Previous 1.48%
Shares
5 transactions
Others Institutions Holding XJH
# of Institutions
146Shares Held
4.72MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC505KShares$21.6 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL463KShares$19.8 Million0.01% of portfolio
-
Eastern Bank377KShares$16.1 Million0.3% of portfolio
-
Raymond James & Associates St Petersburg, FL374KShares$16 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS224KShares$9.59 Million0.02% of portfolio