Shira Ridge Wealth Management Ishares Tr Esg Screened S&P Mi Transaction History

Shira Ridge Wealth Management

  • $204 Billion
  • Q4 2024

A detailed history of Shira Ridge Wealth Management transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Shira Ridge Wealth Management holds 124,605 shares of XJH stock, worth $5.19 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
124,605
Previous 118,500 5.15%
Holding current value
$5.19 Million
Previous $5.01 Billion 4.03%
% of portfolio
2.55%
Previous 2.56%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$41.64 - $45.75 $254,212 - $279,303
6,105 Added 5.15%
124,605 $5.21 Billion
Q3 2024

Oct 10, 2024
SELL
$38.71 - $42.43 $354,235 - $388,276
-9,151 Reduced 7.17%
118,500 $5.01 Billion
Q2 2024

Jul 11, 2024
SELL
$37.95 - $41.03 $2,011 - $2,174
-53 Reduced 0.04%
127,651 $5.05 Billion
Q1 2024

Apr 18, 2024
SELL
$36.5 - $41.08 $130,998 - $147,436
-3,589 Reduced 2.73%
127,704 $5.25 Billion
Q4 2023

Jan 10, 2024
SELL
$31.25 - $38.22 $47,593 - $58,209
-1,523 Reduced 1.15%
131,293 $4.95 Billion
Q3 2023

Oct 10, 2023
BUY
$33.4 - $37.04 $37,508 - $41,595
1,123 Added 0.85%
132,816 $4.5 Billion
Q2 2023

Jul 12, 2023
SELL
$32.61 - $35.62 $5,054 - $5,521
-155 Reduced 0.12%
131,693 $4.69 Billion
Q1 2023

May 08, 2023
BUY
$32.2 - $36.99 $48,976 - $56,261
1,521 Added 1.17%
131,848 $4.48 Billion
Q4 2022

Jan 12, 2023
BUY
$30.27 - $34.91 $3.94 Million - $4.55 Million
130,327 New
130,327 $4.28 Billion

Others Institutions Holding XJH

# of Institutions
146
Shares Held
4.71M
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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