Better Money Decisions, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Better Money Decisions, LLC

$132 Million
Q2 2024

A detailed history of Better Money Decisions, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Better Money Decisions, LLC holds 16,147 shares of XJH stock, worth $680,434. This represents 0.48% of its overall portfolio holdings.

Number of Shares

16,147

Previous 14,695 9.88%

Holding current value

$680,434

Previous $603,000 5.8%

% of portfolio

0.48%

Previous 0.48%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$37.95 - $41.03 $55,103 - $59,575	1,452 Added 9.88%	16,147 $638,000
Q1 2024 May 01, 2024	SELL	$36.5 - $41.08 $109 - $123	-3 Reduced 0.02%	14,695 $603,000
Q4 2023 Jan 23, 2024	BUY	$31.25 - $38.22 $181,687 - $222,211	5,814 Added 65.44%	14,698 $554,000
Q3 2023 Nov 08, 2023	BUY	$33.4 - $37.04 $11,322 - $12,556	339 Added 3.97%	8,884 $300,000
Q2 2023 Aug 09, 2023	BUY	$32.61 - $35.62 $17,544 - $19,163	538 Added 6.72%	8,545 $304,000
Q1 2023 May 03, 2023	BUY	$32.2 - $36.99 $50,038 - $57,482	1,554 Added 24.08%	8,007 $272,000
Q4 2022 Feb 14, 2023	BUY	$30.27 - $34.91 $195,332 - $225,274	6,453 New	6,453 $211,000
Q2 2022 Aug 05, 2022	BUY	$29.61 - $36.71 $113,169 - $140,305	3,822 New	3,822 $117,000

Others Institutions Holding XJH

# of Institutions

116

Shares Held

3.53M

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 Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

Better Money Decisions, LLC Ishares Tr Esg Screened S&P Mi Transaction History