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

Litman Gregory Wealth Management LLC

  • $1.27 Billion
  • Q2 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 136,908 shares of XJH stock, worth $6.06 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
136,908
Previous 123,946 10.46%
Holding current value
$6.06 Million
Previous $4.84 Million 17.33%
% of portfolio
0.45%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
165
Shares Held
5.5M
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
Track This Portfolio

Track Litman Gregory Wealth Management LLC Portfolio

Follow Litman Gregory Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email