Curtis Advisory Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Curtis Advisory Group, LLC

  • $448 Million
  • Q4 2025

A detailed history of Curtis Advisory Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 12,433 shares of XVV stock, worth $644,526. This represents 0.14% of its overall portfolio holdings.

Number of Shares
12,433
Previous 6,326 96.54%
Holding current value
$644,526
Previous $325,000 98.15%
% of portfolio
0.14%
Previous 0.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 22, 2026
BUY
$50.43 - $53.13 $307,976 - $324,464
6,107 Added 96.54%
12,433 $644,000
Q3 2025

Nov 10, 2025
BUY
$47.64 - $51.71 $301,370 - $327,117
6,326 New
6,326 $325,000

Others Institutions Holding XVV

# of Institutions
136
Shares Held
3.43M
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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