Heritage Family Offices, LLP Ishares Tr Esg Screened S&P 50 Transaction History

Heritage Family Offices, LLP

  • $196 Billion
  • Q1 2025

A detailed history of Heritage Family Offices, LLP transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Heritage Family Offices, LLP holds 8,335 shares of XVV stock, worth $354,654. This represents 0.18% of its overall portfolio holdings.

Number of Shares
8,335
Previous 8,335 -0.0%
Holding current value
$354,654
Previous $378 Million 5.56%
% of portfolio
0.18%
Previous 0.19%

Shares

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

Oct 16, 2024
SELL
$39.71 - $44.22 $14,851 - $16,538
-374 Reduced 4.29%
8,335 $369 Million
Q2 2024

Aug 01, 2024
BUY
$37.92 - $42.28 $330,245 - $368,216
8,709 New
8,709 $366 Million

Others Institutions Holding XVV

# of Institutions
115
Shares Held
3.04M
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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