Buffington Mohr Mc Neal Ishares Tr Esg Screened S&P 50 Transaction History

Buffington Mohr Mc Neal

$569 Million
Q2 2024

A detailed history of Buffington Mohr Mc Neal transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Buffington Mohr Mc Neal holds 9,262 shares of XVV stock, worth $391,041. This represents 0.07% of its overall portfolio holdings.

Number of Shares

9,262

Holding current value

$391,041

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 11, 2024	BUY	$37.92 - $42.28 $351,215 - $391,597	9,262 New	9,262 $389,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.77M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$34.7 Million
2.07% of portfolio
Becker Capital Management Inc

207K
Shares

$8.72 Million
0.3% of portfolio
Retirement Capital Strategies

148K
Shares

$6.24 Million
2.5% of portfolio
Lpl Financial LLC Fort Mill, SC

122K
Shares

$5.16 Million
0.0% of portfolio
Better Money Decisions, LLC

99.2K
Shares

$4.19 Million
3.15% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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Buffington Mohr Mc Neal Ishares Tr Esg Screened S&P 50 Transaction History