A detailed history of Gould Asset Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gould Asset Management LLC holds 37,510 shares of XVV stock, worth $1.72 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
37,510
Previous 37,510 -0.0%
Holding current value
$1.72 Million
Previous $1.58 Million 5.14%
% of portfolio
0.36%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024

BUY
$35.72 - $40.29 $280,402 - $316,276
7,850 Added 26.47%
37,510 $1.51 Million
Q4 2023

Feb 02, 2024

BUY
$31.17 - $36.51 $239,853 - $280,944
7,695 Added 35.03%
29,660 $1.08 Million
Q3 2023

Oct 23, 2023

SELL
$32.3 - $34.83 $67,507 - $72,794
-2,090 Reduced 8.69%
21,965 $712,000
Q2 2023

Aug 07, 2023

BUY
$30.45 - $33.81 $65,619 - $72,860
2,155 Added 9.84%
24,055 $813,000
Q4 2022

Feb 08, 2023

BUY
$26.66 - $30.42 $583,854 - $666,198
21,900 New
21,900 $622,000

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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