Blair William & CO Ishares Tr Esg Screened S&P 50 Transaction History

Blair William & CO

$32 Billion
Q2 2024

A detailed history of Blair William & CO transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Blair William & CO holds 373 shares of XVV stock, worth $16,941. This represents 0.0% of its overall portfolio holdings.

Number of Shares

373

Holding current value

$16,941

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	BUY	$37.92 - $42.28 $14,144 - $15,770	373 New	373 $15,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.83M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$37.4 Million
2.03% of portfolio
Becker Capital Management Inc

207K
Shares

$9.39 Million
0.3% of portfolio
Retirement Capital Strategies

148K
Shares

$6.71 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

122K
Shares

$5.56 Million
0.0% of portfolio
Bsw Wealth Partners Boulder, CO

97.9K
Shares

$4.45 Million
0.66% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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