Steward Partners Investment Advisory, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Steward Partners Investment Advisory, LLC

$10.9 Billion
Q1 2025

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 30,090 shares of XJH stock, worth $1.27 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

30,090

Previous 54,182 44.46%

Holding current value

$1.27 Million

Previous $2.27 Million 48.15%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$38.41 - $44.06 $925,373 - $1.06 Million	-24,092 Reduced 44.46%	30,090 $1.18 Million
Q4 2024 Feb 06, 2025	SELL	$41.64 - $45.75 $160,896 - $176,778	-3,864 Reduced 6.66%	54,182 $2.27 Million
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

# 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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Steward Partners Investment Advisory, LLC Ishares Tr Esg Screened S&P Mi Transaction History