Wharton Business Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wharton Business Group, LLC

  • $2.08 Billion
  • Q1 2024

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wharton Business Group, LLC holds 86,400 shares of XVV stock, worth $3.71 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
86,400
Previous 89,190 3.13%
Holding current value
$3.71 Million
Previous $3.25 Million 7.27%
% of portfolio
0.17%
Previous 0.16%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$35.72 - $40.29 $99,658 - $112,409
-2,790 Reduced 3.13%
86,400 $3.48 Million
Q3 2023

Nov 06, 2023
BUY
$32.3 - $34.83 $166,990 - $180,071
5,170 Added 6.15%
89,190 $2.89 Million
Q2 2023

Aug 07, 2023
BUY
$30.45 - $33.81 $9,896 - $10,988
325 Added 0.39%
84,020 $2.84 Million
Q1 2023

May 04, 2023
BUY
$28.21 - $31.33 $85,617 - $95,086
3,035 Added 3.76%
83,695 $2.59 Million
Q4 2022

Feb 13, 2023
BUY
$27.63 - $30.42 $172,549 - $189,972
6,245 Added 8.39%
80,660 $2.29 Million
Q3 2022

Oct 31, 2022
BUY
$27.72 - $32.55 $215,523 - $253,076
7,775 Added 11.67%
74,415 $2 Million
Q2 2022

Aug 09, 2022
BUY
$27.39 - $34.76 $68,201 - $86,552
2,490 Added 3.88%
66,640 $1.89 Million
Q4 2021

Feb 10, 2022
SELL
$32.93 - $37.02 $46,925 - $52,753
-1,425 Reduced 2.17%
64,150 $2.36 Million
Q3 2021

Nov 09, 2021
BUY
$32.68 - $34.95 $247,224 - $264,396
7,565 Added 13.04%
65,575 $2.17 Million
Q2 2021

Aug 11, 2021
BUY
$30.65 - $32.94 $995,358 - $1.07 Million
32,475 Added 127.18%
58,010 $1.91 Million
Q1 2021

May 10, 2021
BUY
$28.23 - $30.36 $720,853 - $775,242
25,535 New
25,535 $775,000

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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