Harbour Investments, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Harbour Investments, Inc.

$3.98 Billion
Q3 2025

A detailed history of Harbour Investments, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Harbour Investments, Inc. holds 2,957 shares of XVV stock, worth $153,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,957

Previous 2,837 4.23%

Holding current value

$153,290

Previous $135,000 12.59%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$47.64 - $51.71 $5,716 - $6,205	120 Added 4.23%	2,957 $152,000
Q2 2025 Jul 28, 2025	BUY	$37.93 - $47.69 $417 - $524	11 Added 0.39%	2,837 $135,000
Q1 2025 May 08, 2025	BUY	$42.24 - $47.29 $6,885 - $7,708	163 Added 6.12%	2,826 $120,000
Q4 2024 Feb 10, 2025	SELL	$43.67 - $47.04 $1,179 - $1,270	-27 Reduced 1.0%	2,663 $120,000
Q3 2024 Nov 04, 2024	BUY	$39.71 - $44.22 $1,072 - $1,193	27 Added 1.01%	2,690 $118,000

Q2 2023 Aug 14, 2023	SELL	$30.45 - $33.81 $91 - $101	-3 Reduced 0.11%	2,663 $90,000
Q1 2023 May 15, 2023	SELL	$28.21 - $31.33 $155,493 - $172,690	-5,512 Reduced 67.4%	2,666 $82,000
Q4 2022 Feb 15, 2023	BUY	$26.66 - $30.42 $65,743 - $75,015	2,466 Added 43.17%	8,178 $232,000
Q2 2022 Aug 15, 2022	BUY	$27.39 - $34.76 $156,451 - $198,549	5,712 New	5,712 $162,000

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Harbour Investments, Inc. Ishares Tr Esg Screened S&P 50 Transaction History