Assetmark, Inc Ishares Tr Esg Screened S&P 50 Transaction History

Assetmark, Inc

$45.6 Billion
Q3 2025

A detailed history of Assetmark, Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Assetmark, Inc holds 1,456 shares of XVV stock, worth $75,479. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,456

Previous 1,456 -0.0%

Holding current value

$75,479

Previous $69,000 8.7%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 06, 2025	BUY	$42.24 - $47.29 $61,501 - $68,854	1,456 New	1,456 $62,000

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$42.7 Million
2.16% of portfolio
Becker Capital Management Inc

226K
Shares

$11.7 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

218K
Shares

$11.3 Million
0.0% of portfolio
Brown Advisory Inc

159K
Shares

$8.27 Million
0.01% of portfolio
Jnba Financial Advisors

97K
Shares

$5.03 Million
0.46% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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