Cary Street Partners Investment Advisory LLC Ishares Tr Esg Screened S&P Mi Transaction History

Cary Street Partners Investment Advisory LLC

  • $2.33 Billion
  • Q1 2024

A detailed history of Cary Street Partners Investment Advisory LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Cary Street Partners Investment Advisory LLC holds 46,423 shares of XJH stock, worth $1.83 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
46,423
Previous 43,103 7.7%
Holding current value
$1.83 Million
Previous $1.63 Million 17.35%
% of portfolio
0.08%
Previous 0.08%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$36.5 - $41.08 $121,180 - $136,385
3,320 Added 7.7%
46,423 $1.91 Million
Q4 2023

Feb 07, 2024
BUY
$31.25 - $38.22 $1.35 Million - $1.65 Million
43,103 New
43,103 $1.63 Million
Q3 2023

Nov 13, 2023
BUY
$33.4 - $37.04 $510,686 - $566,341
15,290 Added 79.91%
34,423 $1.17 Million
Q2 2023

Aug 10, 2023
BUY
$32.61 - $35.62 $623,927 - $681,517
19,133 New
19,133 $681,000

Others Institutions Holding XJH

# of Institutions
109
Shares Held
3.05M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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