Wr Wealth Planners, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wr Wealth Planners, LLC

  • $318 Million
  • Q2 2024

A detailed history of Wr Wealth Planners, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 403 shares of XJH stock, worth $16,583. This represents 0.0% of its overall portfolio holdings.

Number of Shares
403
Previous 989 59.25%
Holding current value
$16,583
Previous $40,000 62.5%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$37.95 - $41.03 $22,238 - $24,043
-586 Reduced 59.25%
403 $15,000
Q1 2024

Jul 31, 2024
BUY
$36.5 - $41.08 $36,098 - $40,628
989 New
989 $40,000
Q3 2023

Aug 01, 2024
SELL
$33.4 - $37.04 $467 - $518
-14 Reduced 1.21%
1,143 $38.7 Million
Q2 2023

Aug 01, 2024
BUY
$32.61 - $35.62 $24,587 - $26,857
754 Added 187.1%
1,157 $41.2 Million
Q1 2023

Aug 01, 2024
BUY
$32.2 - $36.99 $38,736 - $44,498
1,203 Added 298.51%
1,606 $54.6 Million

Others Institutions Holding XJH

# of Institutions
116
Shares Held
3.53M
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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