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

Sax Wealth Advisors, LLC

  • $1.84 Billion
  • Q3 2025

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 5,489 shares of XJH stock, worth $236,575. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,489
Previous 6,334 13.34%
Holding current value
$236,575
Previous $262,000 8.4%
% of portfolio
0.01%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$41.58 - $44.7 $35,135 - $37,771
-845 Reduced 13.34%
5,489 $240,000
Q1 2025

May 14, 2025
BUY
$38.41 - $44.06 $42,788 - $49,082
1,114 Added 21.34%
6,334 $247,000
Q3 2024

Oct 17, 2024
BUY
$38.71 - $42.43 $202,066 - $221,484
5,220 New
5,220 $220,000

Others Institutions Holding XJH

# of Institutions
166
Shares Held
5.58M
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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