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

Stratos Wealth Partners, Ltd.

$7.06 Billion
Q2 2025

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 14,515 shares of XJH stock, worth $618,629. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,515

Previous 15,269 4.94%

Holding current value

$618,629

Previous $596,000 1.01%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$34.28 - $41.6 $25,847 - $31,366	-754 Reduced 4.94%	14,515 $602,000
Q1 2025 Apr 30, 2025	SELL	$38.41 - $44.06 $2,842 - $3,260	-74 Reduced 0.48%	15,269 $596,000
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

158

Shares Held

5.26M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P MI

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