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

Cetera Investment Advisers

  • $45.9 Billion
  • Q4 2024

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 12,033 shares of XVV stock, worth $557,127. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,033
Previous 12,108 0.62%
Holding current value
$557,127
Previous $535,000 1.87%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Cetera Investment Advisers Portfolio

Follow Cetera Investment Advisers and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cetera Investment Advisers, based on Form 13F filings with the SEC.

News

Stay updated on Cetera Investment Advisers with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email