Advisor Group Holdings, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Advisor Group Holdings, Inc.

  • $42.1 Billion
  • Q1 2025

A detailed history of Advisor Group Holdings, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Advisor Group Holdings, Inc. holds 10,165 shares of XVV stock, worth $461,795. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,165
Previous 5,184 96.08%
Holding current value
$461,795
Previous $234,000 85.47%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$42.24 - $47.29 $210,397 - $235,551
4,981 Added 96.08%
10,165 $434,000
Q4 2024

Jun 06, 2025
SELL
$43.67 - $47.04 $173,151 - $186,513
-3,965 Reduced 39.01%
6,200 $280,000
Q4 2024

Feb 07, 2025
SELL
$43.67 - $47.04 $38,909 - $41,912
-891 Reduced 14.67%
5,184 $234,000
Q3 2024

Nov 13, 2024
SELL
$39.71 - $44.22 $26,963 - $30,025
-679 Reduced 10.05%
6,075 $268,000
Q2 2024

Aug 13, 2024
SELL
$37.92 - $42.28 $910 - $1,014
-24 Reduced 0.35%
6,754 $284,000
Q1 2024

May 10, 2024
BUY
$35.72 - $40.29 $117,554 - $132,594
3,291 Added 94.38%
6,778 $273,000
Q4 2023

Feb 12, 2024
SELL
$31.17 - $36.51 $2,742 - $3,212
-88 Reduced 2.46%
3,487 $126,000
Q3 2023

Nov 13, 2023
SELL
$32.3 - $34.83 $104,361 - $112,535
-3,231 Reduced 47.47%
3,575 $115,000
Q2 2023

Aug 10, 2023
BUY
$30.45 - $33.81 $304 - $338
10 Added 0.15%
6,806 $230,000
Q1 2023

May 12, 2023
BUY
$28.21 - $31.33 $21,947 - $24,374
778 Added 12.93%
6,796 $209,000
Q4 2022

Feb 10, 2023
BUY
$26.66 - $30.42 $127,674 - $145,681
4,789 Added 389.67%
6,018 $171,000
Q3 2022

Nov 14, 2022
SELL
$26.83 - $32.55 $4,668 - $5,663
-174 Reduced 12.4%
1,229 $33,000
Q2 2022

Aug 10, 2022
BUY
$27.39 - $34.76 $24,651 - $31,284
900 Added 178.93%
1,403 $40,000
Q1 2022

May 04, 2022
BUY
$31.52 - $36.94 $15,854 - $18,580
503 New
503 $187,000

Others Institutions Holding XVV

# of Institutions
117
Shares Held
3.09M
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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