Global Retirement Partners, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Global Retirement Partners, LLC holds 5,168 shares of XVV stock, worth $208,063. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,168
Previous 5,152 0.31%
Holding current value
$208,063
Previous $227,000 3.08%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 31, 2025
BUY
$43.67 - $47.04 $698 - $752
16 Added 0.31%
5,168 $234,000
Q3 2024

Oct 16, 2024
BUY
$39.71 - $44.22 $204,585 - $227,821
5,152 New
5,152 $227,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.02M
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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