Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $402 Million
  • Q3 2024

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,770 shares of XVV stock, worth $269,920. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,770
Previous 5,770 -0.0%
Holding current value
$269,920
Previous $242,000 5.37%
% of portfolio
0.06%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$37.92 - $42.28 $218,798 - $243,955
5,770 New
5,770 $242,000
Q4 2022

Jan 27, 2023
BUY
$26.66 - $30.42 $209,947 - $239,557
7,875 New
7,875 $223,000

Others Institutions Holding XVV

# of Institutions
102
Shares Held
2.88M
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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