Us Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Us Financial Advisors, LLC

$320 Million
Q3 2024

A detailed history of Us Financial Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Us Financial Advisors, LLC holds 30,257 shares of XVV stock, worth $1.37 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

30,257

Previous 36,536 17.19%

Holding current value

$1.37 Million

Previous $1.54 Million 12.96%

% of portfolio

0.42%

Previous 0.52%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	SELL	$39.71 - $44.22 $249,339 - $277,657	-6,279 Reduced 17.19%	30,257 $1.34 Million
Q2 2024 Aug 01, 2024	SELL	$37.92 - $42.28 $119,751 - $133,520	-3,158 Reduced 7.96%	36,536 $1.54 Million
Q1 2024 May 13, 2024	BUY	$35.72 - $40.29 $8,930 - $10,072	250 Added 0.63%	39,694 $1.6 Million
Q4 2023 Feb 07, 2024	BUY	$31.17 - $36.51 $93,884 - $109,968	3,012 Added 8.27%	39,444 $1.44 Million
Q3 2023 Nov 09, 2023	BUY	$32.3 - $34.83 $79,748 - $85,995	2,469 Added 7.27%	36,432 $1.18 Million
Q2 2023 Aug 09, 2023	SELL	$30.45 - $33.81 $100,911 - $112,046	-3,314 Reduced 8.89%	33,963 $1.15 Million
Q1 2023 May 04, 2023	BUY	$28.21 - $31.33 $71,314 - $79,202	2,528 Added 7.28%	37,277 $1.15 Million
Q4 2022 Jan 26, 2023	BUY	$26.66 - $30.42 $926,408 - $1.06 Million	34,749 New	34,749 $0

Others Institutions Holding XVV

# of Institutions

Shares Held

2.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Us Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Us Financial Advisors, LLC with notifications on news.

Account

Us Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History