Lpl Financial LLC Ishares Tr Esg Screened S&P 50 Transaction History

Lpl Financial LLC

  • $218 Billion
  • Q3 2024

A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Lpl Financial LLC holds 139,888 shares of XVV stock, worth $6.57 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
139,888
Previous 122,317 14.37%
Holding current value
$6.57 Million
Previous $5.14 Million 20.26%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024
BUY
$39.71 - $44.22 $697,744 - $776,989
17,571 Added 14.37%
139,888 $6.19 Million
Q2 2024

Aug 07, 2024
BUY
$37.92 - $42.28 $3 Million - $3.34 Million
79,050 Added 182.7%
122,317 $5.14 Million
Q1 2024

May 10, 2024
BUY
$35.72 - $40.29 $388,276 - $437,952
10,870 Added 33.55%
43,267 $1.74 Million
Q4 2023

Feb 14, 2024
BUY
$31.17 - $36.51 $586,370 - $686,826
18,812 Added 138.48%
32,397 $1.18 Million
Q3 2023

Nov 13, 2023
BUY
$32.3 - $34.83 $69,509 - $74,954
2,152 Added 18.82%
13,585 $440,000
Q2 2023

Jul 31, 2023
BUY
$30.45 - $33.81 $31,698 - $35,196
1,041 Added 10.02%
11,433 $386,000
Q1 2023

May 10, 2023
SELL
$28.21 - $31.33 $89,566 - $99,472
-3,175 Reduced 23.4%
10,392 $321,000
Q4 2022

Feb 07, 2023
BUY
$26.66 - $30.42 $50,360 - $57,463
1,889 Added 16.18%
13,567 $385,000
Q3 2022

Nov 14, 2022
BUY
$26.83 - $32.55 $18,995 - $23,045
708 Added 6.45%
11,678 $313,000
Q2 2022

Aug 12, 2022
BUY
$27.39 - $34.76 $23,117 - $29,337
844 Added 8.33%
10,970 $311,000
Q1 2022

May 16, 2022
BUY
$31.52 - $36.94 $139,539 - $163,533
4,427 Added 77.68%
10,126 $348,000
Q4 2021

Feb 14, 2022
BUY
$32.93 - $37.02 $187,668 - $210,976
5,699 New
5,699 $209,000

Others Institutions Holding XVV

# of Institutions
99
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
Track This Portfolio

Track Lpl Financial LLC Portfolio

Follow Lpl Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email