Becker Capital Management Inc Ishares Tr Esg Screened S&P 50 Transaction History

Becker Capital Management Inc

  • $2.95 Billion
  • Q1 2025

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 230,524 shares of XVV stock, worth $11.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
230,524
Previous 203,284 13.4%
Holding current value
$11.3 Million
Previous $9.21 Million 7.09%
% of portfolio
0.33%
Previous 0.31%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$42.24 - $47.29 $1.15 Million - $1.29 Million
27,240 Added 13.4%
230,524 $9.86 Million
Q4 2024

Feb 14, 2025
BUY
$43.67 - $47.04 $8,515 - $9,172
195 Added 0.1%
203,284 $9.21 Million
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

# of Institutions
118
Shares Held
3.09M
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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