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

Magnus Financial Group LLC

$1.06 Billion
Q2 2025

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 19,516 shares of XVV stock, worth $959,796. This represents 0.09% of its overall portfolio holdings.

Number of Shares

19,516

Previous 19,471 0.23%

Holding current value

$959,796

Previous $828,000 12.32%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	$37.93 - $47.69 $1,706 - $2,146	45 Added 0.23%	19,516 $930,000
Q1 2025 Apr 11, 2025	BUY	$42.24 - $47.29 $20,993 - $23,503	497 Added 2.62%	19,471 $828,000
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

122

Shares Held

3.12M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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