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

Magnus Financial Group LLC

  • $1.01 Billion
  • Q4 2024

A detailed history of Magnus Financial Group LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Magnus Financial Group LLC holds 18,974 shares of XVV stock, worth $878,496. This represents 0.09% of its overall portfolio holdings.

Number of Shares
18,974
Previous 15,055 26.03%
Holding current value
$878,496
Previous $665,000 29.17%
% of portfolio
0.09%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
BUY
$43.67 - $47.04 $171,142 - $184,349
3,919 Added 26.03%
18,974 $859,000
Q3 2024

Oct 15, 2024
BUY
$39.71 - $44.22 $117,660 - $131,023
2,963 Added 24.5%
15,055 $665,000
Q2 2024

Aug 01, 2024
BUY
$37.92 - $42.28 $155,623 - $173,517
4,104 Added 51.38%
12,092 $508,000
Q1 2024

May 03, 2024
BUY
$35.72 - $40.29 $285,331 - $321,836
7,988 New
7,988 $321,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.04M
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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