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

Better Money Decisions, LLC

$140 Million
Q3 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 18,205 shares of XJH stock, worth $803,022. This represents 0.55% of its overall portfolio holdings.

Number of Shares

18,205

Previous 16,147 12.75%

Holding current value

$803,022

Previous $638,000 20.53%

% of portfolio

0.55%

Previous 0.48%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	BUY	$38.71 - $42.43 $79,665 - $87,320	2,058 Added 12.75%	18,205 $769,000
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

125

Shares Held

3.69M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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