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

Montecito Bank & Trust

  • $635 Million
  • Q3 2025

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 6,364 shares of XVV stock, worth $324,054. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,364
Previous 6,364 -0.0%
Holding current value
$324,054
Previous $272,000 20.22%
% of portfolio
0.05%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$43.67 - $47.04 $69,872 - $75,264
-1,600 Reduced 20.09%
6,364 $288,000
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
127
Shares Held
3.16M
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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