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 $572,781. This represents 0.0% of its overall portfolio holdings.

Number of Shares

12,608

Previous 12,033 4.78%

Holding current value

$572,781

Previous $545,000 1.1%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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