Sowell Financial Services LLC Ishares Tr Esg Screened S&P Mi Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$35.91 - $38.15 $12,819 - $13,619	-357 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$31.27 - $36.96 $11,163 - $13,194	357 New	357 $13,000

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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