Mogy Joel R Investment Counsel Inc Ishares Tr Esg Screened S&P 50 Transaction History

Mogy Joel R Investment Counsel Inc

  • $1.72 Billion
  • Q2 2025

A detailed history of Mogy Joel R Investment Counsel Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Mogy Joel R Investment Counsel Inc holds 3,350 shares of XVV stock, worth $173,429. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,350
Previous 3,350 -0.0%
Holding current value
$173,429
Previous $143,000 11.19%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$42.24 - $47.29 $5,280 - $5,911
125 Added 3.88%
3,350 $143,000
Q3 2024

Oct 17, 2024
SELL
$39.71 - $44.22 $4,963 - $5,527
-125 Reduced 3.73%
3,225 $142,000
Q1 2024

Apr 30, 2024
BUY
$35.72 - $40.29 $119,662 - $134,971
3,350 New
3,350 $134,000

Others Institutions Holding XVV

# of Institutions
124
Shares Held
3.14M
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 Mogy Joel R Investment Counsel Inc Portfolio

Follow Mogy Joel R Investment Counsel Inc 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 Mogy Joel R Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Mogy Joel R Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email