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

Mogy Joel R Investment Counsel Inc

  • $1.81 Billion
  • Q3 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 $173,664. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,350
Previous 3,350 -0.0%
Holding current value
$173,664
Previous $159,000 8.18%
% 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
134
Shares Held
3.43M
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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