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

Marshall & Sterling Wealth Advisors Inc.

  • $147 Billion
  • Q1 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 6,509 shares of XJH stock, worth $262,182. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,509
Previous 8,537 23.76%
Holding current value
$262,182
Previous $357 Million 28.81%
% of portfolio
0.17%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
148
Shares Held
5.03M
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 Marshall & Sterling Wealth Advisors Inc. Portfolio

Follow Marshall & Sterling Wealth Advisors Inc. 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 Marshall & Sterling Wealth Advisors Inc., based on Form 13F filings with the SEC.

News

Stay updated on Marshall & Sterling Wealth Advisors Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email