A detailed history of Becker Capital Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Becker Capital Management Inc holds 203,089 shares of XVV stock, worth $9.38 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
203,089
Previous 206,639 1.72%
Holding current value
$9.38 Million
Previous $8.69 Million 3.35%
% of portfolio
0.3%
Previous 0.3%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$39.71 - $44.22 $140,970 - $156,981
-3,550 Reduced 1.72%
203,089 $8.98 Million
Q2 2024

Aug 13, 2024

SELL
$37.92 - $42.28 $1.04 Million - $1.16 Million
-27,340 Reduced 11.68%
206,639 $8.69 Million
Q1 2024

May 15, 2024

BUY
$35.72 - $40.29 $349,520 - $394,237
9,785 Added 4.36%
233,979 $9.43 Million
Q4 2023

Feb 14, 2024

BUY
$31.17 - $36.51 $1.14 Million - $1.33 Million
36,470 Added 19.43%
224,194 $8.16 Million
Q3 2023

Nov 14, 2023

BUY
$32.3 - $34.83 $2.17 Million - $2.34 Million
67,095 Added 55.62%
187,724 $6.09 Million
Q2 2023

Aug 11, 2023

BUY
$30.45 - $33.81 $3.67 Million - $4.08 Million
120,629 New
120,629 $4.08 Million

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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