Moneco Advisors, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Moneco Advisors, LLC

$667 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Mar 13, 2024	BUY	$33.4 - $37.04 $240,680 - $266,910	7,206 New	7,206 $244,000
Q3 2023 Nov 03, 2023	BUY	$33.4 - $37.04 $212,357 - $235,500	6,358 New	6,358 $215,000

Others Institutions Holding XJH

# of Institutions

116

Shares Held

3.53M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

446K
Shares

$18.7 Million
0.0% of portfolio
Raymond James & Associates St Petersburg, FL

360K
Shares

$15.1 Million
0.01% of portfolio
Eastern Bank

265K
Shares

$11.1 Million
0.44% of portfolio
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL

248K
Shares

$10.4 Million
0.01% of portfolio
Bailard, Inc.

200K
Shares

$8.39 Million
0.22% of portfolio

About ISHARES TR ESG SCREENED S&P MI

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