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

Sax Wealth Advisors, LLC

  • $1.37 Billion
  • Q1 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 6,334 shares of XJH stock, worth $266,851. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,334
Previous 5,220 21.34%
Holding current value
$266,851
Previous $218,000 13.3%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
149
Shares Held
5.04M
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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