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

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

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 $34,536. This represents 0.05% of its overall portfolio holdings.

Number of Shares
800
Previous 800 -0.0%
Holding current value
$34,536
Previous $33,000 6.06%
% of portfolio
0.05%
Previous 0.05%

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
165
Shares Held
5.65M
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
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors 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 Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email