Ci Private Wealth, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Ci Private Wealth, LLC

  • $62.5 Billion
  • Q3 2025

A detailed history of Ci Private Wealth, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Ci Private Wealth, LLC holds 6,587 shares of XVV stock, worth $341,470. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,587
Previous 6,580 0.11%
Holding current value
$341,470
Previous $313,000 8.31%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
BUY
$47.64 - $51.71 $333 - $361
7 Added 0.11%
6,587 $339,000
Q2 2025

Aug 15, 2025
BUY
$37.93 - $47.69 $249,579 - $313,800
6,580 New
6,580 $313,000

Others Institutions Holding XVV

# of Institutions
134
Shares Held
3.43M
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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