Elwood & Goetz Wealth Advisory Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Elwood & Goetz Wealth Advisory Group, LLC

  • $408 Million
  • Q1 2025

A detailed history of Elwood & Goetz Wealth Advisory Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Elwood & Goetz Wealth Advisory Group, LLC holds 5,771 shares of XVV stock, worth $236,841. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,771
Previous 6,073 4.97%
Holding current value
$236,841
Previous $275,000 10.55%
% of portfolio
0.06%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$42.24 - $47.29 $12,756 - $14,281
-302 Reduced 4.97%
5,771 $246,000
Q4 2024

Feb 03, 2025
BUY
$43.67 - $47.04 $13,232 - $14,253
303 Added 5.25%
6,073 $275,000
Q2 2024

Jul 30, 2024
BUY
$37.92 - $42.28 $218,798 - $243,955
5,770 New
5,770 $242,000
Q4 2022

Jan 27, 2023
BUY
$26.66 - $30.42 $209,947 - $239,557
7,875 New
7,875 $223,000

Others Institutions Holding XVV

# of Institutions
114
Shares Held
3.1M
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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