Raymond James Financial Services Advisors, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Raymond James Financial Services Advisors, Inc.

  • $73.5 Billion
  • Q3 2024

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 45,684 shares of XVV stock, worth $2.07 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45,684
Previous 50,293 9.16%
Holding current value
$2.07 Million
Previous $2.11 Million 4.45%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$39.71 - $44.22 $183,023 - $203,809
-4,609 Reduced 9.16%
45,684 $2.02 Million
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

# of Institutions
96
Shares Held
2.8M
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 Raymond James Financial Services Advisors, Inc. Portfolio

Follow Raymond James Financial Services Advisors, 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 Raymond James Financial Services Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Raymond James Financial Services Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email