Wells Financial Advisors Inc Ishares Tr Esg Screened S&P Mi Transaction History

Wells Financial Advisors Inc

  • $73.1 Million
  • Q3 2024

A detailed history of Wells Financial Advisors Inc transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wells Financial Advisors Inc holds 800 shares of XJH stock, worth $33,608. This represents 0.05% of its overall portfolio holdings.

Number of Shares
800
Previous 883 9.4%
Holding current value
$33,608
Previous $34,000 2.94%
% of portfolio
0.05%
Previous 0.02%

Shares

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

Nov 13, 2024
SELL
$38.71 - $42.43 $3,212 - $3,521
-83 Reduced 9.4%
800 $33,000
Q1 2024

May 13, 2024
SELL
$36.5 - $41.08 $2,993 - $3,368
-82 Reduced 8.5%
883 $36,000
Q2 2023

Aug 07, 2023
BUY
$32.61 - $35.62 $31,468 - $34,373
965 New
965 $34,000

Others Institutions Holding XJH

# of Institutions
130
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

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