Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History

Jnba Financial Advisors

$947 Million
Q2 2024

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 58,618 shares of XVV stock, worth $2.47 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

58,618

Previous 40,162 45.95%

Holding current value

$2.47 Million

Previous $1.62 Million 52.29%

% of portfolio

0.26%

Previous 0.17%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$27.63 - $30.42 $3,895 - $4,289	141 Added 111.9%	267 $7,000
Q3 2022 Nov 07, 2022	BUY	$27.72 - $32.55 $526 - $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

# of Institutions

Shares Held

2.77M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History