Leverty Financial Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Leverty Financial Group, LLC

  • $148 Million
  • Q2 2024

A detailed history of Leverty Financial Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Leverty Financial Group, LLC holds 5,565 shares of XVV stock, worth $234,954. This represents 0.16% of its overall portfolio holdings.

Number of Shares
5,565
Previous 6,710 17.06%
Holding current value
$234,954
Previous $270,000 13.33%
% of portfolio
0.16%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$37.92 - $42.28 $43,418 - $48,410
-1,145 Reduced 17.06%
5,565 $234,000
Q3 2023

Oct 18, 2023
SELL
$32.3 - $34.83 $233,302 - $251,577
-7,223 Reduced 51.84%
6,710 $217,000
Q4 2022

Jan 30, 2023
SELL
$27.63 - $30.42 $5,083 - $5,597
-184 Reduced 1.3%
13,933 $396,000
Q3 2022

Oct 20, 2022
SELL
$27.72 - $32.55 $24,144 - $28,351
-871 Reduced 5.81%
14,117 $378,000
Q2 2022

Jul 18, 2022
SELL
$27.39 - $34.76 $10,709 - $13,591
-391 Reduced 2.54%
14,988 $425,000
Q1 2022

Apr 20, 2022
BUY
$31.52 - $36.94 $484,746 - $568,100
15,379 New
15,379 $528,000

Others Institutions Holding XVV

# of Institutions
90
Shares Held
2.77M
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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