Biltmore Family Office, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Biltmore Family Office, LLC

  • $572 Million
  • Q4 2024

A detailed history of Biltmore Family Office, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Biltmore Family Office, LLC holds 56,201 shares of XVV stock, worth $2.66 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
56,201
Previous 67,046 16.18%
Holding current value
$2.66 Million
Previous $2.96 Million 14.14%
% of portfolio
0.44%
Previous 0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
SELL
$43.67 - $47.04 $473,601 - $510,148
-10,845 Reduced 16.18%
56,201 $2.55 Million
Q2 2022

Aug 04, 2022
BUY
$27.39 - $34.76 $954,788 - $1.21 Million
34,859 Added 108.3%
67,046 $1.9 Million
Q1 2022

May 12, 2022
BUY
$31.52 - $36.94 $68,934 - $80,787
2,187 Added 7.29%
32,187 $1.11 Million
Q3 2021

Nov 12, 2021
BUY
$32.68 - $34.95 $980,400 - $1.05 Million
30,000 New
30,000 $993,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.04M
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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