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 $582,337. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,987
Previous 13,352 2.73%
Holding current value
$582,337
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


  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
Track This Portfolio

Track Captrust Financial Advisors Portfolio

Follow Captrust Financial Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.