Gould Asset Management LLC Ishares Tr Esg Screened S&P 50 Transaction History

Gould Asset Management LLC

$472 Million
Q4 2024

A detailed history of Gould Asset Management LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Gould Asset Management LLC holds 39,045 shares of XVV stock, worth $1.79 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

39,045

Previous 37,510 4.09%

Holding current value

$1.79 Million

Previous $1.66 Million 6.63%

% of portfolio

0.37%

Previous 0.36%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$43.67 - $47.04 $67,033 - $72,206	1,535 Added 4.09%	39,045 $1.77 Million
Q1 2024 May 03, 2024	BUY	$35.72 - $40.29 $280,402 - $316,276	7,850 Added 26.47%	37,510 $1.51 Million
Q4 2023 Feb 02, 2024	BUY	$31.17 - $36.51 $239,853 - $280,944	7,695 Added 35.03%	29,660 $1.08 Million
Q3 2023 Oct 23, 2023	SELL	$32.3 - $34.83 $67,507 - $72,794	-2,090 Reduced 8.69%	21,965 $712,000
Q2 2023 Aug 07, 2023	BUY	$30.45 - $33.81 $65,619 - $72,860	2,155 Added 9.84%	24,055 $813,000
Q4 2022 Feb 08, 2023	BUY	$26.66 - $30.42 $583,854 - $666,198	21,900 New	21,900 $622,000

Others Institutions Holding XVV

# of Institutions

113

Shares Held

3.04M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Gould Asset Management LLC Ishares Tr Esg Screened S&P 50 Transaction History