Captrust Financial Advisors Ishares Tr Esg Screened S&P Mi Transaction History

Captrust Financial Advisors

  • $30 Billion
  • Q1 2024

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 13,352 shares of XJH stock, worth $543,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,352
Previous 12,069 10.63%
Holding current value
$543,693
Previous $455,000 20.44%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$32.09 - $34.91 $9,498 - $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

# of Institutions
107
Shares Held
3.13M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email