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

Financial Council Asset Management Inc

$185 Million
Q1 2025

A detailed history of Financial Council Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Financial Council Asset Management Inc holds 29,931 shares of XVV stock, worth $1.28 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares

29,931

Previous 27,141 10.28%

Holding current value

$1.28 Million

Previous $1.23 Million 3.58%

% of portfolio

0.69%

Previous 0.63%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	$42.24 - $47.29 $117,849 - $131,939	2,790 Added 10.28%	29,931 $1.27 Million
Q4 2024 Feb 06, 2025	SELL	$43.67 - $47.04 $225,075 - $242,444	-5,154 Reduced 15.96%	27,141 $1.23 Million
Q3 2024 Nov 12, 2024	SELL	$39.71 - $44.22 $15,367 - $17,113	-387 Reduced 1.18%	32,295 $1.43 Million
Q2 2024 Aug 12, 2024	SELL	$37.92 - $42.28 $26,809 - $29,891	-707 Reduced 2.12%	32,682 $1.37 Million
Q1 2024 May 03, 2024	SELL	$35.72 - $40.29 $29,576 - $33,360	-828 Reduced 2.42%	33,389 $1.35 Million
Q4 2023 Jan 29, 2024	BUY	$31.17 - $36.51 $1.07 Million - $1.25 Million	34,217 New	34,217 $1.25 Million

Others Institutions Holding XVV

# of Institutions

113

Shares Held

3.05M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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