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iShares ESG Screened S&P 500 ETF
XVV
XVV
59.04
USD
+0.45
0.77%
At close
Updated
Aug 27, 3:06 PM EDT
Pre-market
After hours
1 day
0.77%
5 days
0.94%
1 month
4.72%
3 months
2.96%
6 months
13.04%
Year to date
12.14%
1 year
18.13%
5 years
70.1%
10 years
138.26%
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 101 |
EB
101
Eastern Bank
Boston,
Massachusetts
| $17.4K | – | – | – |
|
| 102 |
SWM
102
Spire Wealth Management
Mclean,
Virginia
| $16.5K | – | – | – |
|
| 103 |
WP
103
WealthShield Partners
Cary,
North Carolina
| $14.4K | +$14.5K | +319 | New |
|
| 104 |
FVIM
104
Fort Vancouver Investment Management
Vancouver,
Washington
| $10.9K | +$1.91K | +42 | +21% |
|
| 105 |
AIC
105
Archer Investment Corporation
Carmel,
Indiana
| $9.38K | – | – | – |
|
| 106 |
GWSG
106
GPS Wealth Strategies Group
Centennial,
Colorado
| $9.06K | – | – | – |
|
| 107 |
ST
107
Smithfield Trust
Pittsburgh,
Pennsylvania
| $9K | – | – | – |
|
| 108 |
FWM
108
FSA Wealth Management
Needham,
Massachusetts
| $5.66K | – | – | – |
|
| 109 |
109
Fidelity Investments
Boston,
Massachusetts
| $1.7K | +$318 | +7 | +23% |
|
| 110 |
110
Citadel Advisors
Miami,
Florida
| – | -$1.75M | -39,680 | Closed |
|
| 111 |
CSPIA
111
Cary Street Partners Investment Advisory
Richmond,
Virginia
| – | -$227K | -5,136 | Closed |
|
| 112 |
FWM
112
Focused Wealth Management
Newburgh,
New York
| – | -$504K | -481 | Closed |
|