Beta Wealth Group, Inc. Ishares Tr Esg Screened S&P Mi Call Options Transaction History

Beta Wealth Group, Inc.

$184 Million
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XJH

# of Institutions

165

Shares Held

5.55M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

588K
Shares

$25.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

535K
Shares

$23.1 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

374K
Shares

$16.2 Million
0.01% of portfolio
Eastern Bank

314K
Shares

$13.6 Million
0.25% of portfolio
Mariner, LLC Overland Park, KS

287K
Shares

$12.4 Million
0.02% of portfolio

About ISHARES TR ESG SCREENED S&P MI

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