Monument Capital Management Ishares Tr Esg Screened S&P 50 Transaction History

Monument Capital Management

  • $340 Million
  • Q1 2024

A detailed history of Monument Capital Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Monument Capital Management holds 5,645 shares of XVV stock, worth $242,678. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,645
Previous 6,199 8.94%
Holding current value
$242,678
Previous $225,000 0.89%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Apr 18, 2024
SELL
$35.72 - $40.29 $19,788 - $22,320
-554 Reduced 8.94%
5,645 $227,000
Q4 2023

Feb 01, 2024
SELL
$31.17 - $36.51 $32,354 - $37,897
-1,038 Reduced 14.34%
6,199 $225,000
Q3 2023

Oct 25, 2023
SELL
$32.3 - $34.83 $1,195 - $1,288
-37 Reduced 0.51%
7,237 $234,000
Q1 2023

Apr 21, 2023
SELL
$28.21 - $31.33 $21,749 - $24,155
-771 Reduced 9.58%
7,274 $224,000
Q4 2022

Jan 26, 2023
BUY
$27.63 - $30.42 $222,283 - $244,728
8,045 New
8,045 $0

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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