A detailed history of Commonwealth Equity Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Commonwealth Equity Services, LLC holds 22,789 shares of XVV stock, worth $1 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
22,789
Previous 23,108 1.38%
Holding current value
$1 Million
Previous $972,000 3.7%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$39.71 - $44.22 $12,667 - $14,106
-319 Reduced 1.38%
22,789 $1.01 Million
Q2 2024

Jul 31, 2024

BUY
$37.92 - $42.28 $284,665 - $317,395
7,507 Added 48.12%
23,108 $972,000
Q1 2024

Apr 29, 2024

BUY
$35.72 - $40.29 $69,332 - $78,202
1,941 Added 14.21%
15,601 $629,000
Q4 2023

Feb 06, 2024

BUY
$31.17 - $36.51 $119,723 - $140,234
3,841 Added 39.12%
13,660 $497,000
Q3 2023

Oct 23, 2023

BUY
$32.3 - $34.83 $12,306 - $13,270
381 Added 4.04%
9,819 $318,000
Q2 2023

Aug 10, 2023

BUY
$30.45 - $33.81 $287,387 - $319,098
9,438 New
9,438 $319,000

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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