Townsend Asset Management Corp Ishares Tr Esg Screened S&P 50 Transaction History

Townsend Asset Management Corp

  • $275 Million
  • Q2 2025

A detailed history of Townsend Asset Management Corp transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Townsend Asset Management Corp holds 4,596 shares of XVV stock, worth $224,284. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,596
Holding current value
$224,284
% of portfolio
0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
BUY
$37.93 - $47.69 $174,326 - $219,183
4,596 New
4,596 $219,000
Q4 2024

Feb 06, 2025
SELL
$43.67 - $47.04 $16,026 - $17,263
-367 Reduced 7.29%
4,668 $211,000
Q3 2024

Oct 21, 2024
SELL
$39.71 - $44.22 $15,645 - $17,422
-394 Reduced 7.26%
5,035 $222,000
Q2 2024

Jul 25, 2024
BUY
$37.92 - $42.28 $455 - $507
12 Added 0.22%
5,429 $228,000
Q1 2024

Apr 29, 2024
BUY
$35.72 - $40.29 $193,495 - $218,250
5,417 New
5,417 $218,000

Others Institutions Holding XVV

# of Institutions
117
Shares Held
3.08M
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 Townsend Asset Management Corp Portfolio

Follow Townsend Asset Management Corp 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 Townsend Asset Management Corp , based on Form 13F filings with the SEC.

News

Stay updated on Townsend Asset Management Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email