Dakota Wealth Management
Position in XVV — iShares ESG Select Screened S&P 500 ETF
CIK 1631353
PALM BEACH GARDENS, FL
All Filings in XVV
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XVV | $311,857 | 6,336 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 XVV | $333,064 | 6,320 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 XVV | $324,685 | 6,302 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 XVV | $299,773 | 6,286 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 XVV | $268,334 | 6,272 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 XVV | $283,390 | 6,256 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 XVV | $261,717 | 5,918 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 XVV | $248,070 | 5,899 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 XVV | $226,867 | 5,631 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||