Baystate Wealth Management LLC Ishares Tr Esg Screened S&P 50 Transaction History

Baystate Wealth Management LLC

  • $1.36 Billion
  • Q4 2023

A detailed history of Baystate Wealth Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Baystate Wealth Management LLC holds 169 shares of XVV stock, worth $7,885. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 167 1.2%
Holding current value
$7,885
Previous $5,000 20.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$31.17 - $36.51 $62 - $73
2 Added 1.2%
169 $6,000
Q2 2023

Sep 21, 2023
BUY
$30.45 - $33.81 $5,085 - $5,646
167 New
167 $5,000
Q1 2023

Apr 25, 2023
BUY
$28.21 - $31.33 $4,711 - $5,232
167 New
167 $5,000

Others Institutions Holding XVV

# of Institutions
99
Shares Held
2.8M
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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