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 18,463 shares of XJH stock, worth $774,522. This represents 0.15% of its overall portfolio holdings.

Number of Shares
18,463
Previous 18,203 1.43%
Holding current value
$774,522
Previous $747,000 2.28%
% of portfolio
0.15%
Previous 0.17%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG SCREENED S&P MI


  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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