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

Us Financial Advisors, LLC

  • $289 Million
  • Q1 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 39,694 shares of XVV stock, worth $1.71 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
39,694
Previous 39,444 0.63%
Holding current value
$1.71 Million
Previous $1.44 Million 11.43%
% of portfolio
0.55%
Previous 0.53%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$27.63 - $30.42 $960,114 - $1.06 Million
34,749 New
34,749 $0

Others Institutions Holding XVV

# of Institutions
79
Shares Held
3.26M
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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