Gould Asset Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Gould Asset Management LLC

  • $507 Million
  • Q2 2025

A detailed history of Gould Asset Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Gould Asset Management LLC holds 32,270 shares of XJH stock, worth $1.41 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
32,270
Previous 32,505 0.72%
Holding current value
$1.41 Million
Previous $1.27 Million 5.52%
% of portfolio
0.26%
Previous 0.26%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025
SELL
$34.28 - $41.6 $8,055 - $9,776
-235 Reduced 0.72%
32,270 $1.34 Million
Q1 2025

May 01, 2025
SELL
$38.41 - $44.06 $7,874 - $9,032
-205 Reduced 0.63%
32,505 $1.27 Million
Q4 2024

Feb 07, 2025
SELL
$41.64 - $45.75 $37,892 - $41,632
-910 Reduced 2.71%
32,710 $1.37 Million
Q3 2024

Nov 12, 2024
SELL
$38.71 - $42.43 $38,903 - $42,642
-1,005 Reduced 2.9%
33,620 $1.42 Million
Q2 2024

Aug 05, 2024
BUY
$37.95 - $41.03 $6,831 - $7,385
180 Added 0.52%
34,625 $1.37 Million
Q1 2024

May 03, 2024
BUY
$36.5 - $41.08 $92,527 - $104,137
2,535 Added 7.94%
34,445 $1.42 Million
Q4 2023

Feb 02, 2024
BUY
$31.25 - $38.22 $118,125 - $144,471
3,780 Added 13.44%
31,910 $1.2 Million
Q3 2023

Oct 23, 2023
BUY
$33.4 - $37.04 $50,100 - $55,560
1,500 Added 5.63%
28,130 $952,000
Q2 2023

Aug 07, 2023
BUY
$32.61 - $35.62 $56,741 - $61,978
1,740 Added 6.99%
26,630 $948,000
Q1 2023

May 01, 2023
BUY
$32.2 - $36.99 $10,948 - $12,576
340 Added 1.38%
24,890 $846,000
Q4 2022

Feb 08, 2023
BUY
$30.27 - $34.91 $403,045 - $464,826
13,315 Added 118.51%
24,550 $805,000
Q3 2022

Nov 14, 2022
BUY
$29.73 - $35.65 $334,016 - $400,527
11,235 New
11,235 $334,000

Others Institutions Holding XJH

# of Institutions
165
Shares Held
5.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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