A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 58,046 shares of XJH stock, worth $2.52 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
58,046
Previous 55,850 3.93%
Holding current value
$2.52 Million
Previous $2.21 Million 11.09%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$38.71 - $42.43 $85,007 - $93,176
2,196 Added 3.93%
58,046 $2.45 Million
Q2 2024

Aug 08, 2024

BUY
$37.95 - $41.03 $50,853 - $54,980
1,340 Added 2.46%
55,850 $2.21 Million
Q1 2024

May 15, 2024

BUY
$36.5 - $41.08 $1.96 Million - $2.21 Million
53,728 Added 6870.59%
54,510 $2.24 Million
Q4 2023

Feb 12, 2024

BUY
$31.25 - $38.22 $24,437 - $29,888
782 New
782 $29,000

Others Institutions Holding XJH

About ISHARES TR ESG SCREENED S&P MI


  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
Track This Portfolio

Track Steward Partners Investment Advisory, LLC Portfolio

Follow Steward Partners Investment Advisory, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steward Partners Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Steward Partners Investment Advisory, LLC with notifications on news.