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

Jnba Financial Advisors

$960 Million
Q1 2025

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 87,589 shares of XVV stock, worth $3.73 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

87,589

Previous 94,618 7.43%

Holding current value

$3.73 Million

Previous $4.29 Million 12.58%

% of portfolio

0.39%

Previous 0.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$42.24 - $47.29 $296,904 - $332,401	-7,029 Reduced 7.43%	87,589 $3.75 Million
Q4 2024 Jan 30, 2025	BUY	$43.67 - $47.04 $579,326 - $624,032	13,266 Added 16.31%	94,618 $4.29 Million
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

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