Biltmore Family Office, LLC
Family OfficePosition in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1731123
CHARLOTTE, NC
All Filings in XJH
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJH | $1,417,721 | 31,248 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 XJH | $1,395,223 | 31,248 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 XJH | $1,370,224 | 31,248 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 XJH | $1,296,792 | 31,248 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 XJH | $1,220,859 | 31,248 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 XJH | $1,307,291 | 31,248 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 XJH | $1,321,446 | 31,248 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 XJH | $1,236,483 | 31,248 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 XJH | $1,283,667 | 31,248 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 XJH | $1,178,830 | 31,248 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 XJH | $1,058,369 | 31,248 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 XJH | $1,113,053 | 31,248 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 XJH | $837,955 | 24,653 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJH | $808,692 | 24,653 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 XJH | $861,605 | 28,981 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 XJH | $886,325 | 28,981 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 XJH | $455,309 | 12,449 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 XJH | $404,164 | 10,400 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 XJH | $375,887 | 10,400 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||