Cary Street Partners Financial LLC Ishares Tr Esg Screened S&P 50 Transaction History

Cary Street Partners Financial LLC

  • $3.56 Trillion
  • Q2 2025

A detailed history of Cary Street Partners Financial LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cary Street Partners Financial LLC holds 5,511 shares of XVV stock, worth $280,289. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,511
Previous 5,323 3.53%
Holding current value
$280,289
Previous $228 Million 15.41%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$37.93 - $47.69 $7,130 - $8,965
188 Added 3.53%
5,511 $263 Million
Q1 2025

May 09, 2025
SELL
$42.24 - $47.29 $5,195 - $5,816
-123 Reduced 2.26%
5,323 $228 Million
Q4 2024

Feb 14, 2025
BUY
$43.67 - $47.04 $237,826 - $256,179
5,446 New
5,446 $247 Million

Others Institutions Holding XVV

# of Institutions
124
Shares Held
3.14M
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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