Cetera Investment Advisers Ishares Tr Esg Screened S&P 50 Transaction History

Cetera Investment Advisers

  • $49.2 Billion
  • Q1 2025

A detailed history of Cetera Investment Advisers transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cetera Investment Advisers holds 12,608 shares of XVV stock, worth $600,645. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,608
Previous 12,033 4.78%
Holding current value
$600,645
Previous $545,000 1.1%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 06, 2025
BUY
$42.24 - $47.29 $24,288 - $27,191
575 Added 4.78%
12,608 $539,000
Q4 2024

Feb 13, 2025
SELL
$43.67 - $47.04 $3,275 - $3,528
-75 Reduced 0.62%
12,033 $545,000
Q3 2024

Nov 13, 2024
BUY
$39.71 - $44.22 $1,985 - $2,211
50 Added 0.41%
12,108 $535,000
Q2 2024

Aug 22, 2024
SELL
$37.92 - $42.28 $18,087 - $20,167
-477 Reduced 3.81%
12,058 $507,000
Q1 2024

May 24, 2024
BUY
$35.72 - $40.29 $447,750 - $505,035
12,535 New
12,535 $505,000
Q4 2023

Feb 13, 2024
BUY
$31.17 - $36.51 $5,517 - $6,462
177 Added 2.73%
6,670 $242,000
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $183,167 - $203,425
6,493 New
6,493 $200,000

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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