Rtd Financial Advisors, Inc. Ishares Tr Esg Screened S&P Mi Transaction History

Rtd Financial Advisors, Inc.

$832 Million
Q3 2025

A detailed history of Rtd Financial Advisors, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Rtd Financial Advisors, Inc. holds 33,237 shares of XJH stock, worth $1.43 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

33,237

Previous 30,794 7.93%

Holding current value

$1.43 Million

Previous $1.28 Million 14.1%

% of portfolio

0.18%

Previous 0.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$41.58 - $44.7 $101,579 - $109,202	2,443 Added 7.93%	33,237 $1.46 Million
Q2 2025 Jul 15, 2025	BUY	$34.28 - $41.6 $41,307 - $50,128	1,205 Added 4.07%	30,794 $1.28 Million
Q1 2025 Apr 16, 2025	BUY	$38.41 - $44.06 $68,177 - $78,206	1,775 Added 6.38%	29,589 $1.16 Million
Q4 2024 Jan 21, 2025	BUY	$41.64 - $45.75 $175,304 - $192,607	4,210 Added 17.84%	27,814 $1.16 Million
Q3 2024 Oct 30, 2024	BUY	$38.71 - $42.43 $913,710 - $1 Million	23,604 New	23,604 $998,000

Others Institutions Holding XJH

# of Institutions

165

Shares Held

5.58M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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Rtd Financial Advisors, Inc. Ishares Tr Esg Screened S&P Mi Transaction History