A detailed history of Navalign, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Navalign, LLC holds 9,770 shares of XVV stock, worth $447,856. This represents 0.13% of its overall portfolio holdings.

Number of Shares
9,770
Previous 9,770 -0.0%
Holding current value
$447,856
Previous $410,000 5.37%
% of portfolio
0.13%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

BUY
$37.92 - $42.28 $16,760 - $18,687
442 Added 4.74%
9,770 $410,000
Q1 2024

Apr 12, 2024

SELL
$35.72 - $40.29 $642 - $725
-18 Reduced 0.19%
9,328 $375,000
Q4 2023

Jan 18, 2024

BUY
$31.17 - $36.51 $7,137 - $8,360
229 Added 2.51%
9,346 $340,000
Q3 2023

Oct 10, 2023

BUY
$32.3 - $34.83 $294,479 - $317,545
9,117 New
9,117 $295,000

Others Institutions Holding XVV

About ISHARES TR ESG SCREENED S&P 50


  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
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