Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History

Jnba Financial Advisors

$1.09 Billion
Q3 2025

A detailed history of Jnba Financial Advisors transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Jnba Financial Advisors holds 97,029 shares of XVV stock, worth $5.03 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

97,029

Previous 82,601 17.47%

Holding current value

$5.03 Million

Previous $3.94 Million 26.88%

% of portfolio

0.46%

Previous 0.38%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 28, 2025	BUY	$47.64 - $51.71 $687,349 - $746,071	14,428 Added 17.47%	97,029 $5 Million
Q2 2025 Jul 24, 2025	SELL	$37.93 - $47.69 $189,194 - $237,877	-4,988 Reduced 5.69%	82,601 $3.94 Million
Q1 2025 Apr 25, 2025	SELL	$42.24 - $47.29 $296,904 - $332,401	-7,029 Reduced 7.43%	87,589 $3.75 Million
Q4 2024 Jan 30, 2025	BUY	$43.67 - $47.04 $579,326 - $624,032	13,266 Added 16.31%	94,618 $4.29 Million
Q3 2024 Oct 30, 2024	BUY	$39.71 - $44.22 $902,767 - $1.01 Million	22,734 Added 38.78%	81,352 $3.6 Million

Q2 2024 Jul 22, 2024	BUY	$37.92 - $42.28 $699,851 - $780,319	18,456 Added 45.95%	58,618 $2.46 Million
Q1 2024 Apr 26, 2024	BUY	$35.72 - $40.29 $1.34 Million - $1.51 Million	37,491 Added 1403.63%	40,162 $1.62 Million
Q4 2023 Feb 07, 2024	BUY	$31.17 - $36.51 $39,679 - $46,477	1,273 Added 91.06%	2,671 $97,000
Q3 2023 Nov 02, 2023	BUY	$32.3 - $34.83 $7,332 - $7,906	227 Added 19.39%	1,398 $45,000
Q2 2023 Aug 03, 2023	BUY	$30.45 - $33.81 $12,210 - $13,557	401 Added 52.08%	1,171 $39,000
Q1 2023 May 01, 2023	BUY	$28.21 - $31.33 $14,189 - $15,758	503 Added 188.39%	770 $23,000
Q4 2022 Feb 06, 2023	BUY	$26.66 - $30.42 $3,759 - $4,289	141 Added 111.9%	267 $7,000
Q3 2022 Nov 07, 2022	BUY	$26.83 - $32.55 $509 - $618	19 Added 17.76%	126 $3,000
Q1 2022 Apr 29, 2022	BUY	$31.52 - $36.94 $3,372 - $3,952	107 New	107 $4,000

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Jnba Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Jnba Financial Advisors with notifications on news.

Account

Jnba Financial Advisors Ishares Tr Esg Screened S&P 50 Transaction History