A detailed history of Cresset Asset Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cresset Asset Management, LLC holds 11,995 shares of XVV stock, worth $555,368. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,995
Previous 5,568 115.43%
Holding current value
$555,368
Previous $246,000 120.73%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

BUY
$43.67 - $47.04 $280,667 - $302,326
6,427 Added 115.43%
11,995 $543,000
Q3 2024

Nov 14, 2024

BUY
$39.71 - $44.22 $221,105 - $246,216
5,568 New
5,568 $246,000

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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