Fulcrum Capital LLC Ishares Tr Esg Screened S&P Mi Transaction History

Fulcrum Capital LLC

$415 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	SELL	$32.09 - $34.91 $5.18 Million - $5.64 Million	-161,463 Reduced 82.46%	34,354 $0
Q3 2022 Oct 17, 2022	BUY	$30.28 - $35.65 $5.93 Million - $6.98 Million	195,817 New	195,817 $5.82 Million

Others Institutions Holding XJH

# of Institutions

107

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

364K
Shares

$14.8 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

360K
Shares

$14.7 Million
0.01% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

248K
Shares

$10.1 Million
0.01% of portfolio
Bailard, Inc.

199K
Shares

$8.12 Million
0.23% of portfolio
Mariner, LLC Overland Park, KS

140K
Shares

$5.71 Million
0.01% of portfolio

About ISHARES TR ESG SCREENED S&P MI

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