A detailed history of Jnba Financial Advisors transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Jnba Financial Advisors holds 81,352 shares of XVV stock, worth $3.7 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
81,352
Previous 58,618 38.78%
Holding current value
$3.7 Million
Previous $2.46 Million 45.98%
% of portfolio
0.37%
Previous 0.26%

Shares

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

Oct 30, 2024

BUY
$39.71 - $44.22 $902,767 - $1.01 Million
22,734 Added 38.78%
81,352 $3.6 Million
Q2 2024

Jul 22, 2024

BUY
$37.92 - $42.28 $699,851 - $780,319
18,456 Added 45.95%
58,618 $2.46 Million
Q1 2024

Apr 26, 2024

BUY
$35.72 - $40.29 $1.34 Million - $1.51 Million
37,491 Added 1403.63%
40,162 $1.62 Million
Q4 2023

Feb 07, 2024

BUY
$31.17 - $36.51 $39,679 - $46,477
1,273 Added 91.06%
2,671 $97,000
Q3 2023

Nov 02, 2023

BUY
$32.3 - $34.83 $7,332 - $7,906
227 Added 19.39%
1,398 $45,000
Q2 2023

Aug 03, 2023

BUY
$30.45 - $33.81 $12,210 - $13,557
401 Added 52.08%
1,171 $39,000
Q1 2023

May 01, 2023

BUY
$28.21 - $31.33 $14,189 - $15,758
503 Added 188.39%
770 $23,000
Q4 2022

Feb 06, 2023

BUY
$26.66 - $30.42 $3,759 - $4,289
141 Added 111.9%
267 $7,000
Q3 2022

Nov 07, 2022

BUY
$26.83 - $32.55 $509 - $618
19 Added 17.76%
126 $3,000
Q1 2022

Apr 29, 2022

BUY
$31.52 - $36.94 $3,372 - $3,952
107 New
107 $4,000

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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