A detailed history of Hilltop Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 48,253 shares of XJH stock, worth $2.1 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
48,253
Previous 11,376 324.16%
Holding current value
$2.1 Million
Previous $450,000 353.33%
% of portfolio
0.95%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 09, 2024

BUY
$38.71 - $42.43 $1.43 Million - $1.56 Million
36,877 Added 324.16%
48,253 $2.04 Million
Q2 2024

Jul 03, 2024

SELL
$37.95 - $41.03 $3,415 - $3,692
-90 Reduced 0.78%
11,376 $450,000
Q1 2024

Apr 05, 2024

SELL
$36.5 - $41.08 $171,805 - $193,363
-4,707 Reduced 29.1%
11,466 $471,000
Q4 2023

Jan 17, 2024

BUY
$31.25 - $38.22 $69,312 - $84,771
2,218 Added 15.89%
16,173 $610,000
Q3 2023

Oct 16, 2023

BUY
$33.4 - $37.04 $45,490 - $50,448
1,362 Added 10.82%
13,955 $472,000
Q2 2023

Jul 19, 2023

BUY
$32.61 - $35.62 $410,657 - $448,562
12,593 New
12,593 $448,000

Others Institutions Holding XJH

About ISHARES TR ESG SCREENED S&P MI


  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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