Wick Capital Partners, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wick Capital Partners, LLC

  • $316 Million
  • Q4 2024

A detailed history of Wick Capital Partners, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wick Capital Partners, LLC holds 29,793 shares of XVV stock, worth $1.36 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
29,793
Previous 6,692 345.2%
Holding current value
$1.36 Million
Previous $303,000 345.21%
% of portfolio
0.43%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 18, 2025
BUY
$43.67 - $47.04 $1.01 Million - $1.09 Million
23,101 Added 345.2%
29,793 $1.35 Million
Q4 2024

Feb 14, 2025
SELL
$43.67 - $47.04 $1.01 Million - $1.09 Million
-23,069 Reduced 77.51%
6,692 $303,000
Q2 2024

Aug 14, 2024
BUY
$37.92 - $42.28 $4,436 - $4,946
117 Added 0.39%
29,761 $1.25 Million
Q1 2024

May 15, 2024
SELL
$35.72 - $40.29 $135,557 - $152,900
-3,795 Reduced 11.35%
29,644 $1.19 Million
Q4 2023

Feb 13, 2024
BUY
$31.17 - $36.51 $34,692 - $40,635
1,113 Added 3.44%
33,439 $1.22 Million
Q3 2023

Nov 14, 2023
SELL
$32.3 - $34.83 $549 - $592
-17 Reduced 0.05%
32,326 $1.05 Million
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $82,486 - $91,608
2,924 Added 9.94%
32,343 $999,000
Q4 2022

Feb 14, 2023
BUY
$26.66 - $30.42 $8,051 - $9,186
302 Added 1.04%
29,419 $836,000
Q3 2022

Nov 14, 2022
BUY
$26.83 - $32.55 $231,059 - $280,320
8,612 Added 42.0%
29,117 $781,000
Q2 2022

Aug 15, 2022
BUY
$27.39 - $34.76 $561,631 - $712,753
20,505 New
20,505 $582,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.04M
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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