Dakota Wealth Management Ishares Tr Esg Screened S&P 50 Transaction History

Dakota Wealth Management

  • $4.24 Billion
  • Q4 2024

A detailed history of Dakota Wealth Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Dakota Wealth Management holds 6,256 shares of XVV stock, worth $286,212. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,256
Previous 5,918 5.71%
Holding current value
$286,212
Previous $261,000 8.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
BUY
$43.67 - $47.04 $14,760 - $15,899
338 Added 5.71%
6,256 $283,000
Q3 2024

Oct 23, 2024
BUY
$39.71 - $44.22 $754 - $840
19 Added 0.32%
5,918 $261,000
Q2 2024

Jul 19, 2024
BUY
$37.92 - $42.28 $10,162 - $11,331
268 Added 4.76%
5,899 $248,000
Q1 2024

Apr 24, 2024
BUY
$35.72 - $40.29 $201,139 - $226,872
5,631 New
5,631 $226,000

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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