Merriman Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Merriman Wealth Management, LLC

  • $2.16 Billion
  • Q1 2024

A detailed history of Merriman Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Merriman Wealth Management, LLC holds 10,194 shares of XVV stock, worth $437,832. This represents 0.02% of its overall portfolio holdings.

Number of Shares
10,194
Previous 9,524 7.03%
Holding current value
$437,832
Previous $346,000 18.5%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$35.72 - $40.29 $23,932 - $26,994
670 Added 7.03%
10,194 $410,000
Q2 2022

Jul 29, 2022
BUY
$27.39 - $34.76 $38,154 - $48,420
1,393 Added 17.13%
9,524 $270,000
Q4 2021

Feb 01, 2022
SELL
$32.93 - $37.02 $9,549 - $10,735
-290 Reduced 3.44%
8,131 $299,000
Q4 2021

Feb 01, 2022
BUY
$32.93 - $37.02 $9,549 - $10,735
290 Added 3.57%
8,421 $277,000
Q3 2021

Nov 09, 2021
SELL
$32.68 - $34.95 $9,477 - $10,135
-290 Reduced 3.44%
8,131 $269,000
Q2 2021

Jul 28, 2021
BUY
$30.65 - $32.94 $258,103 - $277,387
8,421 New
8,421 $277,000

Others Institutions Holding XVV

# of Institutions
79
Shares Held
3.26M
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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