Values Added Financial LLC Ishares Tr Esg Screened S&P Mi Transaction History

Values Added Financial LLC

  • $237 Billion
  • Q4 2025

A detailed history of Values Added Financial LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Values Added Financial LLC holds 18,528 shares of XJH stock, worth $798,556. This represents 0.35% of its overall portfolio holdings.

Number of Shares
18,528
Previous 23,816 22.2%
Holding current value
$798,556
Previous $1.04 Billion 20.78%
% of portfolio
0.35%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$42.41 - $44.49 $224,264 - $235,263
-5,288 Reduced 22.2%
18,528 $827 Million
Q3 2025

Oct 31, 2025
BUY
$41.58 - $44.7 $399,126 - $429,075
9,599 Added 67.52%
23,816 $1.04 Billion
Q2 2025

Jul 23, 2025
BUY
$34.28 - $41.6 $487,358 - $591,427
14,217 New
14,217 $590 Million

Others Institutions Holding XJH

# of Institutions
166
Shares Held
5.47M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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