Kestra Advisory Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Kestra Advisory Services, LLC

  • $17.3 Billion
  • Q3 2024

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 18,314 shares of XVV stock, worth $837,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,314
Previous 12,549 45.94%
Holding current value
$837,865
Previous $527,000 53.51%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024
BUY
$39.71 - $44.22 $228,928 - $254,928
5,765 Added 45.94%
18,314 $809,000
Q2 2024

Aug 14, 2024
BUY
$37.92 - $42.28 $137,422 - $153,222
3,624 Added 40.61%
12,549 $527,000
Q1 2024

May 15, 2024
BUY
$35.72 - $40.29 $32,505 - $36,663
910 Added 11.35%
8,925 $359,000
Q4 2023

Feb 14, 2024
BUY
$31.17 - $36.51 $249,827 - $292,627
8,015 New
8,015 $291,000

Others Institutions Holding XVV

# of Institutions
100
Shares Held
2.8M
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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