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

Creative Planning

$106 Billion
Q1 2025

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 11,263 shares of XJH stock, worth $480,029. This represents 0.0% of its overall portfolio holdings.

Number of Shares

11,263

Previous 13,693 17.75%

Holding current value

$480,029

Previous $572,000 23.08%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	SELL	$38.41 - $44.06 $93,336 - $107,065	-2,430 Reduced 17.75%	11,263 $440,000
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

158

Shares Held

5.26M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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