Cresset Asset Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Cresset Asset Management, LLC

  • $21.3 Billion
  • Q3 2025

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 12,479 shares of XVV stock, worth $646,911. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,479
Previous 12,379 0.81%
Holding current value
$646,911
Previous $590,000 8.81%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2025
BUY
$47.64 - $51.71 $4,764 - $5,171
100 Added 0.81%
12,479 $642,000
Q2 2025

Aug 13, 2025
BUY
$37.93 - $47.69 $14,565 - $18,312
384 Added 3.2%
12,379 $590,000
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

# 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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