Cresset Asset Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Cresset Asset Management, LLC

  • $19.6 Billion
  • Q2 2025

A detailed history of Cresset Asset Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cresset Asset Management, LLC holds 12,379 shares of XVV stock, worth $630,338. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,379
Previous 11,995 3.2%
Holding current value
$630,338
Previous $513,000 15.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$37.93 - $47.69 $14,565 - $18,312
384 Added 3.2%
12,379 $590,000
Q4 2024

Feb 14, 2025
BUY
$43.67 - $47.04 $280,667 - $302,326
6,427 Added 115.43%
11,995 $543,000
Q3 2024

Nov 14, 2024
BUY
$39.71 - $44.22 $221,105 - $246,216
5,568 New
5,568 $246,000

Others Institutions Holding XVV

# of Institutions
126
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
Track This Portfolio

Track Cresset Asset Management, LLC Portfolio

Follow Cresset Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cresset Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cresset Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email