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 12,058 shares of XVV stock, worth $522,834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,058
Previous 12,535 3.81%
Holding current value
$522,834
Previous $505,000 0.4%
% of portfolio
0.0%
Previous 0.0%

Shares

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

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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