Sunbelt Securities, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Sunbelt Securities, Inc.

  • $897 Million
  • Q2 2024

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 11,528 shares of XVV stock, worth $507,577. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,528
Previous 12,170 5.28%
Holding current value
$507,577
Previous $490,000 1.22%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 15, 2024
SELL
$37.92 - $42.28 $24,344 - $27,143
-642 Reduced 5.28%
11,528 $484,000
Q1 2024

Apr 15, 2024
BUY
$35.72 - $40.29 $29,504 - $33,279
826 Added 7.28%
12,170 $490,000
Q4 2023

Feb 14, 2024
SELL
$31.17 - $36.51 $31,668 - $37,094
-1,016 Reduced 8.22%
11,344 $412,000
Q3 2023

Dec 11, 2023
BUY
$32.3 - $34.83 $399,227 - $430,498
12,360 New
12,360 $400,000

Others Institutions Holding XVV

# of Institutions
90
Shares Held
2.77M
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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