Robertson Stephens Wealth Management, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 18,914 shares of XJH stock, worth $721,379. This represents 0.03% of its overall portfolio holdings.

Number of Shares
18,914
Previous 9,057 108.83%
Holding current value
$721,379
Previous $378,000 95.24%
% of portfolio
0.03%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$38.41 - $44.06 $378,607 - $434,299
9,857 Added 108.83%
18,914 $738,000
Q4 2024

Jan 27, 2025
BUY
$41.64 - $45.75 $377,133 - $414,357
9,057 New
9,057 $378,000

Others Institutions Holding XJH

# of Institutions
147
Shares Held
4.86M
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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