Rvw Wealth, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Rvw Wealth, LLC

$976 Million
Q1 2025

A detailed history of Rvw Wealth, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Rvw Wealth, LLC holds 18,003 shares of XJH stock, worth $723,720. This represents 0.07% of its overall portfolio holdings.

Number of Shares

18,003

Previous 35,860 49.8%

Holding current value

$723,720

Previous $1.5 Million 53.13%

% of portfolio

0.07%

Previous 0.15%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$38.41 - $44.06 $685,887 - $786,779	-17,857 Reduced 49.8%	18,003 $703,000
Q4 2024 Jan 23, 2025	SELL	$41.64 - $45.75 $32,479 - $35,685	-780 Reduced 2.13%	35,860 $1.5 Million
Q3 2024 Oct 15, 2024	SELL	$38.71 - $42.43 $77,265 - $84,690	-1,996 Reduced 5.17%	36,640 $1.55 Million
Q2 2024 Jul 08, 2024	SELL	$37.95 - $41.03 $356,160 - $385,066	-9,385 Reduced 19.54%	38,636 $1.53 Million
Q1 2024 Apr 05, 2024	SELL	$36.5 - $41.08 $616,521 - $693,882	-16,891 Reduced 26.02%	48,021 $1.97 Million
Q4 2023 Jan 08, 2024	SELL	$31.25 - $38.22 $999,687 - $1.22 Million	-31,990 Reduced 33.01%	64,912 $2.45 Million
Q3 2023 Oct 12, 2023	SELL	$33.4 - $37.04 $1.17 Million - $1.3 Million	-35,005 Reduced 26.54%	96,902 $3.28 Million
Q2 2023 Jul 06, 2023	SELL	$32.61 - $35.62 $5 Million - $5.46 Million	-153,275 Reduced 53.75%	131,907 $4.7 Million
Q1 2023 Apr 11, 2023	SELL	$32.2 - $36.99 $6.88 Million - $7.9 Million	-213,638 Reduced 42.83%	285,182 $9.69 Million
Q4 2022 Jan 12, 2023	SELL	$30.27 - $34.91 $1.64 Million - $1.89 Million	-54,182 Reduced 9.8%	498,820 $0
Q3 2022 Oct 13, 2022	BUY	$29.73 - $35.65 $2.46 Million - $2.95 Million	82,620 Added 17.56%	553,002 $16.4 Million
Q2 2022 Jul 13, 2022	SELL	$29.61 - $36.71 $487,350 - $604,209	-16,459 Reduced 3.38%	470,382 $14.4 Million
Q1 2022 Apr 07, 2022	BUY	$34.21 - $39.2 $1.55 Million - $1.78 Million	45,315 Added 10.26%	486,841 $17.8 Million
Q4 2021 Jan 11, 2022	BUY	$36.41 - $39.86 $15.6 Million - $17.1 Million	427,953 Added 3152.97%	441,526 $17 Million
Q3 2021 Oct 07, 2021	BUY	$35.29 - $38.11 $478,991 - $517,267	13,573 New	13,573 $0

Others Institutions Holding XJH

# of Institutions

148

Shares Held

5.03M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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