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

Gould Asset Management LLC

$482 Million
Q1 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 32,505 shares of XJH stock, worth $1.37 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

32,505

Previous 32,710 0.63%

Holding current value

$1.37 Million

Previous $1.37 Million 7.24%

% of portfolio

0.26%

Previous 0.29%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

149

Shares Held

5.04M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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