Confluence Wealth Services, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Confluence Wealth Services, Inc.

  • $1.52 Billion
  • Q1 2025

A detailed history of Confluence Wealth Services, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 9,916 shares of XVV stock, worth $450,483. This represents 0.03% of its overall portfolio holdings.

Number of Shares
9,916
Previous 9,371 5.82%
Holding current value
$450,483
Previous $424,000 -0.0%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 24, 2025
BUY
$42.24 - $47.29 $23,020 - $25,773
545 Added 5.82%
9,916 $424,000
Q4 2024

Jan 27, 2025
SELL
$43.67 - $47.04 $3,799 - $4,092
-87 Reduced 0.92%
9,371 $424,000
Q3 2024

Oct 29, 2024
BUY
$39.71 - $44.22 $184,333 - $205,269
4,642 Added 96.39%
9,458 $418,000
Q2 2024

Jul 31, 2024
BUY
$37.92 - $42.28 $182,622 - $203,620
4,816 New
4,816 $202,000
Q1 2022

Apr 26, 2022
SELL
$31.52 - $36.94 $141,682 - $166,045
-4,495 Closed
0 $0
Q4 2021

Feb 10, 2022
BUY
$32.93 - $37.02 $148,020 - $166,404
4,495 New
4,495 $165,000

Others Institutions Holding XVV

# of Institutions
117
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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