Ferguson Shapiro LLC Ishares Tr Esg Screened S&P 50 Transaction History

Ferguson Shapiro LLC

$165 Million
Q3 2024

A detailed history of Ferguson Shapiro LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Ferguson Shapiro LLC holds 14,101 shares of XVV stock, worth $640,467. This represents 0.38% of its overall portfolio holdings.

Number of Shares

14,101

Holding current value

$640,467

% of portfolio

0.38%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 09, 2024	BUY	$39.71 - $44.22 $559,950 - $623,546	14,101 New	14,101 $623,000

Others Institutions Holding XVV

# of Institutions

Shares Held

2.8M

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
Sector ETFs
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Ferguson Shapiro LLC Ishares Tr Esg Screened S&P 50 Transaction History