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 5,429 shares of XVV stock, worth $239,038. This represents 0.09% of its overall portfolio holdings.

Number of Shares
5,429
Previous 5,417 0.22%
Holding current value
$239,038
Previous $218,000 4.59%
% of portfolio
0.09%
Previous 0.09%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR ESG SCREENED S&P 50


  • 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.