A detailed history of Tarbox Family Office, Inc. transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 7,972 shares of XJH stock, worth $357,464. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,972
Previous 7,281 9.49%
Holding current value
$357,464
Previous $288,000 17.01%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Oct 23, 2024

BUY
$38.71 - $42.43 $26,748 - $29,319
691 Added 9.49%
7,972 $337,000
Q2 2024

Jul 16, 2024

BUY
$37.95 - $41.03 $27,286 - $29,500
719 Added 10.96%
7,281 $288,000
Q1 2024

Apr 15, 2024

BUY
$36.5 - $41.08 $10,329 - $11,625
283 Added 4.51%
6,562 $269,000
Q4 2023

Feb 08, 2024

SELL
$31.25 - $38.22 $7,812 - $9,555
-250 Reduced 3.83%
6,279 $236,000
Q3 2023

Oct 13, 2023

BUY
$33.4 - $37.04 $218,068 - $241,834
6,529 New
6,529 $221,000

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 Tarbox Family Office, Inc. Portfolio

Follow Tarbox Family Office, Inc. 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 Tarbox Family Office, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tarbox Family Office, Inc. with notifications on news.