Atlantic Private Wealth, LLC
Position in XJR — iShares ESG Select Screened S&P Small-Cap ETF
CIK 1893143
CHAPEL HILL, NC
All Filings in XJR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XJR | $718,072 | 16,493 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 XJR | $686,517 | 16,123 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 XJR | $685,769 | 16,113 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 XJR | $636,873 | 16,103 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 XJR | $605,784 | 16,101 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 XJR | $662,266 | 16,101 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 XJR | $715,344 | 17,109 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 XJR | $606,352 | 16,011 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XJR | $624,722 | 15,949 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 XJR | $609,870 | 15,941 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 XJR | $527,025 | 15,941 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 XJR | $558,253 | 15,941 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 XJR | $536,847 | 15,832 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 XJR | $492,604 | 14,829 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 XJR | $452,108 | 14,743 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 XJR | $477,968 | 14,743 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 XJR | $323,889 | 8,552 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 XJR | $347,895 | 8,552 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||