Montecito Bank & Trust Ishares Tr Esg Screened S&P 50 Transaction History

Montecito Bank & Trust

  • $583 Million
  • Q3 2024

A detailed history of Montecito Bank & Trust transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Montecito Bank & Trust holds 7,964 shares of XVV stock, worth $369,449. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,964
Previous 7,964 -0.0%
Holding current value
$369,449
Previous $334,000 5.39%
% of portfolio
0.06%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
SELL
$37.92 - $42.28 $12,172 - $13,571
-321 Reduced 3.87%
7,964 $334,000
Q1 2024

Apr 09, 2024
SELL
$35.72 - $40.29 $9,322 - $10,515
-261 Reduced 3.05%
8,285 $333,000
Q4 2023

Jan 05, 2024
BUY
$31.17 - $36.51 $266,378 - $312,014
8,546 New
8,546 $310,000

Others Institutions Holding XVV

# of Institutions
100
Shares Held
2.8M
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 Montecito Bank & Trust Portfolio

Follow Montecito Bank & Trust 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 Montecito Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on Montecito Bank & Trust with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email