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

Becker Capital Management Inc

$3.04 Billion
Q3 2024

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 $9.16 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

203,089

Previous 206,639 1.72%

Holding current value

$9.16 Million

Previous $8.69 Million 3.35%

% of portfolio

0.3%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

100

Shares Held

2.8M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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