Integrated Wealth Concepts LLC Ishares Tr Esg Screened S&P Mi Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 8,966 shares of XJH stock, worth $383,296. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,966
Previous 6,241 43.66%
Holding current value
$383,296
Previous $261,000 34.1%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$38.41 - $44.06 $104,667 - $120,063
2,725 Added 43.66%
8,966 $350,000
Q4 2024

Feb 14, 2025
BUY
$41.64 - $45.75 $60,419 - $66,383
1,451 Added 30.29%
6,241 $261,000
Q3 2024

Nov 14, 2024
BUY
$38.71 - $42.43 $185,420 - $203,239
4,790 New
4,790 $202,000

Others Institutions Holding XJH

# of Institutions
154
Shares Held
5.24M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
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