Dakota Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History

Dakota Wealth Management

$4.67 Billion
Q2 2025

A detailed history of Dakota Wealth Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Dakota Wealth Management holds 6,286 shares of XVV stock, worth $320,083. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,286

Previous 6,272 0.22%

Holding current value

$320,083

Previous $268,000 11.57%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	$37.93 - $47.69 $531 - $667	14 Added 0.22%	6,286 $299,000
Q1 2025 May 01, 2025	BUY	$42.24 - $47.29 $675 - $756	16 Added 0.26%	6,272 $268,000
Q4 2024 Jan 17, 2025	BUY	$43.67 - $47.04 $14,760 - $15,899	338 Added 5.71%	6,256 $283,000
Q3 2024 Oct 23, 2024	BUY	$39.71 - $44.22 $754 - $840	19 Added 0.32%	5,918 $261,000
Q2 2024 Jul 19, 2024	BUY	$37.92 - $42.28 $10,162 - $11,331	268 Added 4.76%	5,899 $248,000
Q1 2024 Apr 24, 2024	BUY	$35.72 - $40.29 $201,139 - $226,872	5,631 New	5,631 $226,000

Others Institutions Holding XVV

# of Institutions

126

Shares Held

3.14M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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Dakota Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History