Envestnet Asset Management Inc Ishares Tr Esg Screened S&P 50 Transaction History

Envestnet Asset Management Inc

  • $302 Billion
  • Q3 2024

A detailed history of Envestnet Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Envestnet Asset Management Inc holds 24,699 shares of XVV stock, worth $1.13 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
24,699
Previous 22,680 8.9%
Holding current value
$1.13 Million
Previous $953,000 14.59%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$39.71 - $44.22 $80,174 - $89,280
2,019 Added 8.9%
24,699 $1.09 Million
Q2 2024

Aug 08, 2024
BUY
$37.92 - $42.28 $77,811 - $86,758
2,052 Added 9.95%
22,680 $953,000
Q1 2024

May 13, 2024
SELL
$35.72 - $40.29 $1.86 Million - $2.09 Million
-51,952 Reduced 71.58%
20,628 $831,000
Q4 2023

Feb 13, 2024
BUY
$31.17 - $36.51 $20,260 - $23,731
650 Added 0.9%
72,580 $2.64 Million
Q3 2023

Nov 13, 2023
BUY
$32.3 - $34.83 $40,665 - $43,850
1,259 Added 1.78%
71,930 $2.33 Million
Q2 2023

Aug 04, 2023
BUY
$30.45 - $33.81 $18,270 - $20,286
600 Added 0.86%
70,671 $2.39 Million
Q1 2023

May 11, 2023
SELL
$28.21 - $31.33 $339,676 - $377,244
-12,041 Reduced 14.66%
70,071 $2.17 Million
Q4 2022

Feb 07, 2023
BUY
$26.66 - $30.42 $128,207 - $146,289
4,809 Added 6.22%
82,112 $2.33 Million
Q3 2022

Nov 10, 2022
SELL
$26.83 - $32.55 $378,866 - $459,638
-14,121 Reduced 15.45%
77,303 $2.07 Million
Q2 2022

Aug 03, 2022
BUY
$27.39 - $34.76 $242,593 - $307,869
8,857 Added 10.73%
91,424 $2.6 Million
Q1 2022

May 04, 2022
BUY
$31.52 - $36.94 $1.63 Million - $1.91 Million
51,757 Added 167.99%
82,567 $2.84 Million
Q4 2021

Feb 04, 2022
BUY
$32.93 - $37.02 $61,447 - $69,079
1,866 Added 6.45%
30,810 $1.13 Million
Q3 2021

Oct 07, 2021
BUY
$32.68 - $34.95 $945,889 - $1.01 Million
28,944 New
28,944 $958,000

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
Track This Portfolio

Track Envestnet Asset Management Inc Portfolio

Follow Envestnet Asset Management Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Envestnet Asset Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Envestnet Asset Management Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email