Mercer Global Advisors Inc Ishares Tr Esg Screened S&P Mi Transaction History

Mercer Global Advisors Inc

$58.7 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 15, 2025	BUY	$38.41 - $44.06 $189,015 - $216,819	4,921 Added 40.51%	17,068 $666,000
Q4 2024 Feb 14, 2025	BUY	$41.64 - $45.75 $287,940 - $316,361	6,915 Added 132.17%	12,147 $508,000
Q3 2024 Nov 13, 2024	BUY	$38.71 - $42.43 $38 - $42	1 Added 0.02%	5,232 $221,000
Q2 2024 Aug 12, 2024	SELL	$37.95 - $41.03 $101,402 - $109,632	-2,672 Reduced 33.81%	5,231 $206,000
Q1 2024 May 15, 2024	SELL	$36.5 - $41.08 $112,602 - $126,731	-3,085 Reduced 28.08%	7,903 $325,000
Q4 2023 Feb 14, 2024	BUY	$31.25 - $38.22 $139,437 - $170,537	4,462 Added 68.37%	10,988 $415,000
Q3 2023 Nov 13, 2023	BUY	$33.4 - $37.04 $10,187 - $11,297	305 Added 4.9%	6,526 $221,000
Q2 2023 Aug 14, 2023	BUY	$32.61 - $35.62 $202,866 - $221,592	6,221 New	6,221 $221,000

Others Institutions Holding XJH

# of Institutions

166

Shares Held

5.58M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

602K
Shares

$25.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

548K
Shares

$23.6 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

374K
Shares

$16.1 Million
0.01% of portfolio
Eastern Bank

314K
Shares

$13.5 Million
0.25% of portfolio
Mariner, LLC Overland Park, KS

305K
Shares

$13.2 Million
0.02% of portfolio

About ISHARES TR ESG SCREENED S&P MI

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