Atlantic Private Wealth, LLC
Position in XJH — iShares ESG Select Screened S&P Mid-Cap ETF
CIK 1893143
CHAPEL HILL, NC
All Filings in XJH
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJH | $718,025 | 15,826 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XJH | $690,735 | 15,470 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 XJH | $677,921 | 15,460 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XJH | $641,175 | 15,450 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 XJH | $603,358 | 15,443 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 XJH | $645,989 | 15,441 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 XJH | $683,643 | 16,166 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 XJH | $650,689 | 16,444 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XJH | $673,588 | 16,397 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XJH | $618,275 | 16,389 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 XJH | $555,061 | 16,388 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 XJH | $583,740 | 16,388 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 XJH | $553,697 | 16,290 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJH | $509,102 | 15,520 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 XJH | $458,763 | 15,431 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 XJH | $471,926 | 15,431 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 XJH | $331,177 | 9,055 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 XJH | $351,895 | 9,055 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||