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

Opes Wealth Management LLC

  • $486 Million
  • Q4 2024

A detailed history of Opes Wealth Management LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Opes Wealth Management LLC holds 18,203 shares of XJH stock, worth $782,729. This represents 0.16% of its overall portfolio holdings.

Number of Shares
18,203
Previous 18,993 4.16%
Holding current value
$782,729
Previous $803,000 5.23%
% of portfolio
0.16%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$41.64 - $45.75 $32,895 - $36,142
-790 Reduced 4.16%
18,203 $761,000
Q3 2024

Oct 29, 2024
BUY
$38.71 - $42.43 $20,516 - $22,487
530 Added 2.87%
18,993 $803,000
Q2 2024

Aug 05, 2024
BUY
$37.95 - $41.03 $9,867 - $10,667
260 Added 1.43%
18,463 $730,000
Q1 2024

May 02, 2024
BUY
$36.5 - $41.08 $2,664 - $2,998
73 Added 0.4%
18,203 $747,000
Q4 2023

Jan 31, 2024
BUY
$31.25 - $38.22 $161,718 - $197,788
5,175 Added 39.95%
18,130 $683,000
Q3 2023

Nov 02, 2023
BUY
$33.4 - $37.04 $432,697 - $479,853
12,955 New
12,955 $438,000

Others Institutions Holding XJH

# of Institutions
136
Shares Held
4.51M
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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