A detailed history of Cwm, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Cwm, LLC holds 2,218 shares of XVV stock, worth $100,763. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,218
Previous 3,326 33.31%
Holding current value
$100,763
Previous $151,000 37.09%
% of portfolio
0.0%
Previous 0.0%

Shares

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

May 01, 2025

SELL
$42.24 - $47.29 $46,801 - $52,397
-1,108 Reduced 33.31%
2,218 $95,000
Q1 2024

Apr 05, 2024

SELL
$35.72 - $40.29 $36,220 - $40,854
-1,014 Reduced 23.36%
3,326 $134,000
Q4 2023

Feb 01, 2024

BUY
$31.17 - $36.51 $135,277 - $158,453
4,340 New
4,340 $158,000

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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