Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,029 shares of XJH stock, worth $883,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,029
Previous 18,607 7.64%
Holding current value
$883,479
Previous $736,000 15.08%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
BUY
$38.71 - $42.43 $55,045 - $60,335
1,422 Added 7.64%
20,029 $847,000
Q2 2024

Jul 16, 2024
BUY
$37.95 - $41.03 $377,830 - $408,494
9,956 Added 115.08%
18,607 $736,000
Q1 2024

Apr 15, 2024
SELL
$36.5 - $41.08 $3,540 - $3,984
-97 Reduced 1.11%
8,651 $355,000
Q4 2023

Jan 30, 2024
BUY
$31.25 - $38.22 $3,875 - $4,739
124 Added 1.44%
8,748 $329,000
Q3 2023

Nov 13, 2023
BUY
$33.4 - $37.04 $288,041 - $319,432
8,624 New
8,624 $292,000

Others Institutions Holding XJH

# of Institutions
125
Shares Held
3.69M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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