Litman Gregory Wealth Management LLC Ishares Tr Esg Screened S&P Mi Transaction History

Litman Gregory Wealth Management LLC

  • $1.33 Billion
  • Q3 2025

A detailed history of Litman Gregory Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 134,287 shares of XJH stock, worth $5.79 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
134,287
Previous 136,908 1.91%
Holding current value
$5.79 Million
Previous $5.68 Million 3.64%
% of portfolio
0.44%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 16, 2025
SELL
$41.58 - $44.7 $108,981 - $117,158
-2,621 Reduced 1.91%
134,287 $5.89 Million
Q2 2025

Jul 23, 2025
BUY
$34.28 - $41.6 $444,337 - $539,219
12,962 Added 10.46%
136,908 $5.68 Million
Q1 2025

May 02, 2025
BUY
$38.41 - $44.06 $4.76 Million - $5.46 Million
123,946 New
123,946 $4.84 Million

Others Institutions Holding XJH

# of Institutions
164
Shares Held
5.58M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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