Alpine Bank Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History

Alpine Bank Wealth Management

  • $711 Billion
  • Q3 2025

A detailed history of Alpine Bank Wealth Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Alpine Bank Wealth Management holds 81,311 shares of XVV stock, worth $4.14 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
81,311
Previous 70,866 14.74%
Holding current value
$4.14 Million
Previous $3.38 Billion 23.96%
% of portfolio
0.59%
Previous 0.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
BUY
$47.64 - $51.71 $497,599 - $540,110
10,445 Added 14.74%
81,311 $4.19 Billion
Q2 2025

Jul 17, 2025
SELL
$37.93 - $47.69 $269,303 - $338,599
-7,100 Reduced 9.11%
70,866 $3.38 Billion
Q1 2025

Apr 23, 2025
BUY
$42.24 - $47.29 $3.29 Million - $3.69 Million
77,966 New
77,966 $3.34 Billion

Others Institutions Holding XVV

# of Institutions
126
Shares Held
3.14M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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