Marshall & Sterling Wealth Advisors Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 5,733 shares of XJH stock, worth $248,181. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,733
Previous 6,509 11.92%
Holding current value
$248,181
Previous $254 Million 6.63%
% of portfolio
0.16%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025
SELL
$34.28 - $41.6 $26,601 - $32,281
-776 Reduced 11.92%
5,733 $237 Million
Q1 2025

May 15, 2025
SELL
$38.41 - $44.06 $77,895 - $89,353
-2,028 Reduced 23.76%
6,509 $254 Million
Q4 2024

Feb 14, 2025
BUY
$41.64 - $45.75 $355,480 - $390,567
8,537 New
8,537 $357 Million

Others Institutions Holding XJH

# of Institutions
165
Shares Held
5.55M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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