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

Taylor, Cottrill, Erickson & Associates, Inc.

$299 Million
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding XVV

# of Institutions

127

Shares Held

3.15M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$41.9 Million
2.15% of portfolio
Becker Capital Management Inc

227K
Shares

$11.6 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

197K
Shares

$10 Million
0.0% of portfolio
Jnba Financial Advisors

97K
Shares

$4.94 Million
0.46% of portfolio
Better Money Decisions, LLC

88.6K
Shares

$4.51 Million
2.58% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

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