Lpl Financial LLC Ishares Tr Esg Screened S&P Mi Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Lpl Financial LLC holds 100,712 shares of XJH stock, worth $4.19 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100,712

Previous 89,044 13.1%

Holding current value

$4.19 Million

Previous $3.77 Million 11.9%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$41.64 - $45.75 $485,855 - $533,811	11,668 Added 13.1%	100,712 $4.21 Million
Q3 2024 Nov 08, 2024	BUY	$38.71 - $42.43 $734,212 - $804,769	18,967 Added 27.07%	89,044 $3.77 Million
Q2 2024 Aug 07, 2024	BUY	$37.95 - $41.03 $1.66 Million - $1.79 Million	43,627 Added 164.94%	70,077 $2.77 Million
Q1 2024 May 10, 2024	SELL	$36.5 - $41.08 $685,360 - $771,359	-18,777 Reduced 41.52%	26,450 $1.09 Million
Q4 2023 Feb 14, 2024	BUY	$31.25 - $38.22 $764,906 - $935,510	24,477 Added 117.96%	45,227 $1.71 Million
Q3 2023 Nov 13, 2023	BUY	$33.4 - $37.04 $116,666 - $129,380	3,493 Added 20.24%	20,750 $702,000
Q2 2023 Jul 31, 2023	BUY	$32.61 - $35.62 $46,208 - $50,473	1,417 Added 8.95%	17,257 $614,000
Q1 2023 May 10, 2023	BUY	$32.2 - $36.99 $10,304 - $11,836	320 Added 2.06%	15,840 $538,000
Q4 2022 Feb 07, 2023	BUY	$30.27 - $34.91 $469,790 - $541,803	15,520 New	15,520 $509,000

Others Institutions Holding XJH

# of Institutions

146

Shares Held

4.71M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Lpl Financial LLC Ishares Tr Esg Screened S&P Mi Transaction History