Sun Life Financial Inc Ishares Tr Esg Screened S&P 50 Transaction History

Sun Life Financial Inc

$1.79 Billion
Q3 2024

A detailed history of Sun Life Financial Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sun Life Financial Inc holds 823,040 shares of XVV stock, worth $37.7 Million. This represents 2.03% of its overall portfolio holdings.

Number of Shares

823,040

Previous 823,040 -0.0%

Holding current value

$37.7 Million

Previous $34.6 Million 5.16%

% of portfolio

2.03%

Previous 2.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 22, 2024	BUY	$31.17 - $36.51 $24.7 Million - $29 Million	793,093 Added 2648.32%	823,040 $29.9 Million
Q4 2023 Feb 07, 2024	SELL	$31.17 - $36.51 $24.7 Million - $29 Million	-793,093 Reduced 96.36%	29,947 $823 Million
Q1 2022 May 12, 2022	SELL	$31.52 - $36.94 $266 Million - $312 Million	-8,444,941 Reduced 91.12%	823,040 $28.3 Million
Q4 2021 Feb 11, 2022	BUY	$32.93 - $37.02 $202 Million - $227 Million	6,145,074 Added 196.77%	9,267,981 $340 Million
Q3 2021 Nov 12, 2021	BUY	$32.68 - $34.95 $44.8 Million - $48 Million	1,371,970 Added 78.36%	3,122,907 $103 Million
Q2 2021 Aug 10, 2021	BUY	$30.65 - $32.94 $33 Million - $35.4 Million	1,075,608 Added 159.27%	1,750,937 $57.7 Million
Q1 2021 May 12, 2021	BUY	$28.23 - $30.36 $19.1 Million - $20.5 Million	675,329 New	675,329 $20.5 Million

Others Institutions Holding XVV

# of Institutions

100

Shares Held

2.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sun Life Financial Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sun Life Financial Inc with notifications on news.

Account

Sun Life Financial Inc Ishares Tr Esg Screened S&P 50 Transaction History