Ellenbecker Investment Group Ishares Tr Esg Screened S&P 50 Transaction History

Ellenbecker Investment Group

  • $541 Million
  • Q4 2024

A detailed history of Ellenbecker Investment Group transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Ellenbecker Investment Group holds 7,175 shares of XVV stock, worth $328,256. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,175
Previous 5,978 20.02%
Holding current value
$328,256
Previous $264,000 23.11%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 13, 2025
BUY
$43.67 - $47.04 $52,272 - $56,306
1,197 Added 20.02%
7,175 $325,000
Q3 2024

Oct 17, 2024
BUY
$39.71 - $44.22 $1,469 - $1,636
37 Added 0.62%
5,978 $264,000
Q2 2024

Jul 11, 2024
BUY
$37.92 - $42.28 $1,440 - $1,606
38 Added 0.64%
5,941 $249,000
Q1 2024

Apr 09, 2024
BUY
$35.72 - $40.29 $4,286 - $4,834
120 Added 2.08%
5,903 $237,000
Q4 2023

Feb 01, 2024
BUY
$31.17 - $36.51 $180,256 - $211,137
5,783 New
5,783 $210,000

Others Institutions Holding XVV

# of Institutions
100
Shares Held
2.8M
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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