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 $1.39 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

30,257

Previous 36,536 17.19%

Holding current value

$1.39 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

100

Shares Held

2.8M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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