Sun Life Financial Inc Ishares Tr Esg Screened S&P 50 Transaction History

Sun Life Financial Inc

$1.96 Billion
Q3 2025

A detailed history of Sun Life Financial Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sun Life Financial Inc holds 823,040 shares of XVV stock, worth $42.7 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares

823,040

Previous 823,040 -0.0%

Holding current value

$42.7 Million

Previous $39.3 Million 8.04%

% of portfolio

2.16%

Previous 2.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 22, 2024	BUY	$31.17 - $36.51 $24.7 Million - $29 Million	793,093 Added 2648.32%	823,040 $29.9 Million
Q4 2023 Feb 07, 2024	SELL	$31.17 - $36.51 $24.7 Million - $29 Million	-793,093 Reduced 96.36%	29,947 $823 Million
Q1 2022 May 12, 2022	SELL	$31.52 - $36.94 $266 Million - $312 Million	-8,444,941 Reduced 91.12%	823,040 $28.3 Million
Q4 2021 Feb 11, 2022	BUY	$32.93 - $37.02 $202 Million - $227 Million	6,145,074 Added 196.77%	9,267,981 $340 Million
Q3 2021 Nov 12, 2021	BUY	$32.68 - $34.95 $44.8 Million - $48 Million	1,371,970 Added 78.36%	3,122,907 $103 Million

Q2 2021 Aug 10, 2021	BUY	$30.65 - $32.94 $33 Million - $35.4 Million	1,075,608 Added 159.27%	1,750,937 $57.7 Million
Q1 2021 May 12, 2021	BUY	$28.23 - $30.36 $19.1 Million - $20.5 Million	675,329 New	675,329 $20.5 Million

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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Sun Life Financial Inc Ishares Tr Esg Screened S&P 50 Transaction History