A detailed history of Captrust Financial Advisors transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Captrust Financial Advisors holds 12,987 shares of XJH stock, worth $545,583. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,987
Previous 13,352 2.73%
Holding current value
$545,583
Previous $528,000 3.98%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$38.71 - $42.43 $14,129 - $15,486
-365 Reduced 2.73%
12,987 $549,000
Q1 2024

May 15, 2024

BUY
$36.5 - $41.08 $46,829 - $52,705
1,283 Added 10.63%
13,352 $548,000
Q3 2023

Nov 14, 2023

BUY
$33.4 - $37.04 $6,446 - $7,148
193 Added 1.63%
12,069 $408,000
Q1 2023

May 15, 2023

BUY
$32.2 - $36.99 $56,833 - $65,287
1,765 Added 17.46%
11,876 $403,000
Q4 2022

Feb 15, 2023

SELL
$30.27 - $34.91 $8,959 - $10,333
-296 Reduced 2.84%
10,111 $331,000
Q2 2022

Aug 16, 2022

BUY
$29.61 - $36.71 $308,151 - $382,040
10,407 New
10,407 $318,000

Others Institutions Holding XJH

About ISHARES TR ESG SCREENED S&P MI


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