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

Montecito Bank & Trust

  • $497 Million
  • Q1 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 8,285 shares of XVV stock, worth $353,355. This represents 0.07% of its overall portfolio holdings.

Number of Shares
8,285
Previous 8,546 3.05%
Holding current value
$353,355
Previous $310,000 7.42%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
79
Shares Held
3.26M
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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