Financial Council Asset Management Inc Ishares Tr Esg Screened S&P 50 Transaction History

Financial Council Asset Management Inc

  • $194 Million
  • Q4 2024

A detailed history of Financial Council Asset Management Inc transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Financial Council Asset Management Inc holds 27,141 shares of XVV stock, worth $1.27 Million. This represents 0.63% of its overall portfolio holdings.

Number of Shares
27,141
Previous 32,295 15.96%
Holding current value
$1.27 Million
Previous $1.43 Million 13.94%
% of portfolio
0.63%
Previous 0.75%

Shares

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

Feb 06, 2025
SELL
$43.67 - $47.04 $225,075 - $242,444
-5,154 Reduced 15.96%
27,141 $1.23 Million
Q3 2024

Nov 12, 2024
SELL
$39.71 - $44.22 $15,367 - $17,113
-387 Reduced 1.18%
32,295 $1.43 Million
Q2 2024

Aug 12, 2024
SELL
$37.92 - $42.28 $26,809 - $29,891
-707 Reduced 2.12%
32,682 $1.37 Million
Q1 2024

May 03, 2024
SELL
$35.72 - $40.29 $29,576 - $33,360
-828 Reduced 2.42%
33,389 $1.35 Million
Q4 2023

Jan 29, 2024
BUY
$31.17 - $36.51 $1.07 Million - $1.25 Million
34,217 New
34,217 $1.25 Million

Others Institutions Holding XVV

# of Institutions
108
Shares Held
2.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
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