Taylor, Cottrill, Erickson & Associates, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Taylor, Cottrill, Erickson & Associates, Inc.

  • $299 Million
  • Q3 2025

A detailed history of Taylor, Cottrill, Erickson & Associates, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Taylor, Cottrill, Erickson & Associates, Inc. holds 5,264 shares of XVV stock, worth $268,042. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,264
Previous 5,326 1.16%
Holding current value
$268,042
Previous $253,000 7.11%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$47.64 - $51.71 $2,953 - $3,206
-62 Reduced 1.16%
5,264 $271,000
Q2 2025

Aug 08, 2025
BUY
$37.93 - $47.69 $202,015 - $253,996
5,326 New
5,326 $253,000

Others Institutions Holding XVV

# of Institutions
127
Shares Held
3.15M
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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