Creative Planning Ishares Tr Esg Screened S&P Mi Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Creative Planning holds 13,693 shares of XJH stock, worth $585,923. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,693
Previous 11,954 14.55%
Holding current value
$585,923
Previous $505,000 13.27%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$41.64 - $45.75 $72,411 - $79,559
1,739 Added 14.55%
13,693 $572,000
Q3 2024

Oct 11, 2024
SELL
$38.71 - $42.43 $80,942 - $88,721
-2,091 Reduced 14.89%
11,954 $505,000
Q2 2024

Aug 15, 2024
BUY
$37.95 - $41.03 $141,098 - $152,549
3,718 Added 36.0%
14,045 $555,000
Q1 2024

May 10, 2024
BUY
$36.5 - $41.08 $219 - $246
6 Added 0.06%
10,327 $424,000
Q4 2023

Feb 14, 2024
BUY
$31.25 - $38.22 $183,531 - $224,466
5,873 Added 132.04%
10,321 $389,000
Q3 2023

Nov 16, 2023
SELL
$33.4 - $37.04 $46,893 - $52,004
-1,404 Reduced 23.99%
4,448 $150,000
Q2 2023

Jul 21, 2023
BUY
$32.61 - $35.62 $190,833 - $208,448
5,852 New
5,852 $208,000

Others Institutions Holding XJH

# of Institutions
146
Shares Held
4.72M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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