A detailed history of Raymond James Financial Services Advisors, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Raymond James Financial Services Advisors, Inc. holds 50,293 shares of XVV stock, worth $2.18 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
50,293
Previous 47,322 6.28%
Holding current value
$2.18 Million
Previous $1.91 Million 10.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 19, 2024

BUY
$37.92 - $42.28 $112,660 - $125,613
2,971 Added 6.28%
50,293 $2.11 Million
Q1 2024

Apr 22, 2024

BUY
$35.72 - $40.29 $1.15 Million - $1.29 Million
32,071 Added 210.29%
47,322 $1.91 Million
Q4 2023

Jan 16, 2024

BUY
$31.17 - $36.51 $8,540 - $10,003
274 Added 1.83%
15,251 $554,000
Q3 2023

Oct 24, 2023

SELL
$32.3 - $34.83 $11,175 - $12,051
-346 Reduced 2.26%
14,977 $485,000
Q2 2023

Jul 25, 2023

SELL
$30.45 - $33.81 $304 - $338
-10 Reduced 0.07%
15,323 $518,000
Q1 2023

Apr 14, 2023

SELL
$28.21 - $31.33 $30,015 - $33,335
-1,064 Reduced 6.49%
15,333 $473,000
Q4 2022

Feb 08, 2023

BUY
$26.66 - $30.42 $33,858 - $38,633
1,270 Added 8.4%
16,397 $466,000
Q3 2022

Oct 25, 2022

BUY
$26.83 - $32.55 $133,693 - $162,196
4,983 Added 49.12%
15,127 $406,000
Q2 2022

Aug 12, 2022

BUY
$27.39 - $34.76 $82,279 - $104,419
3,004 Added 42.07%
10,144 $288,000
Q1 2022

May 11, 2022

SELL
$31.52 - $36.94 $3,530 - $4,137
-112 Reduced 1.54%
7,140 $245,000
Q4 2021

Feb 08, 2022

BUY
$32.93 - $37.02 $238,808 - $268,469
7,252 New
7,252 $266,000

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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