Stratos Wealth Partners, Ltd. Ishares Tr Esg Screened S&P Mi Transaction History

Stratos Wealth Partners, Ltd.

  • $6.9 Billion
  • Q4 2024

A detailed history of Stratos Wealth Partners, Ltd. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Stratos Wealth Partners, Ltd. holds 15,343 shares of XJH stock, worth $616,481. This represents 0.01% of its overall portfolio holdings.

Number of Shares
15,343
Previous 11,776 30.29%
Holding current value
$616,481
Previous $498,000 28.71%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 27, 2025
BUY
$41.64 - $45.75 $148,529 - $163,190
3,567 Added 30.29%
15,343 $641,000
Q3 2024

Oct 17, 2024
SELL
$38.71 - $42.43 $2,632 - $2,885
-68 Reduced 0.57%
11,776 $498,000
Q2 2024

Jul 24, 2024
BUY
$37.95 - $41.03 $1,024 - $1,107
27 Added 0.23%
11,844 $468,000
Q1 2024

Apr 16, 2024
BUY
$36.5 - $41.08 $100,448 - $113,052
2,752 Added 30.36%
11,817 $485,000
Q4 2023

Jan 24, 2024
BUY
$31.25 - $38.22 $1,812 - $2,216
58 Added 0.64%
9,065 $341,000
Q3 2023

Oct 24, 2023
BUY
$33.4 - $37.04 $300,833 - $333,619
9,007 New
9,007 $305,000

Others Institutions Holding XJH

# of Institutions
147
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
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