Colton Groome Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Colton Groome Financial Advisors, LLC

  • $293 Million
  • Q2 2025

A detailed history of Colton Groome Financial Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 8,630 shares of XVV stock, worth $424,423. This represents 0.14% of its overall portfolio holdings.

Number of Shares
8,630
Previous 8,655 0.29%
Holding current value
$424,423
Previous $370,000 11.08%
% of portfolio
0.14%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
$37.93 - $47.69 $948 - $1,192
-25 Reduced 0.29%
8,630 $411,000
Q1 2025

May 15, 2025
BUY
$42.24 - $47.29 $97,363 - $109,003
2,305 Added 36.3%
8,655 $370,000
Q4 2024

Jan 23, 2025
SELL
$43.67 - $47.04 $7,205 - $7,761
-165 Reduced 2.53%
6,350 $287,000
Q3 2024

Oct 24, 2024
BUY
$39.71 - $44.22 $65,322 - $72,741
1,645 Added 33.78%
6,515 $288,000
Q2 2024

Jul 24, 2024
BUY
$37.92 - $42.28 $184,670 - $205,903
4,870 New
4,870 $204,000

Others Institutions Holding XVV

# of Institutions
118
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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