Leverty Financial Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Leverty Financial Group, LLC

$195 Million
Q4 2024

A detailed history of Leverty Financial Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Leverty Financial Group, LLC holds 9,666 shares of XVV stock, worth $417,571. This represents 0.22% of its overall portfolio holdings.

Number of Shares

9,666

Previous 5,565 73.69%

Holding current value

$417,571

Previous $246,000 77.64%

% of portfolio

0.22%

Previous 0.14%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$43.67 - $47.04 $179,090 - $192,911	4,101 Added 73.69%	9,666 $437,000
Q2 2024 Jul 15, 2024	SELL	$37.92 - $42.28 $43,418 - $48,410	-1,145 Reduced 17.06%	5,565 $234,000
Q3 2023 Oct 18, 2023	SELL	$32.3 - $34.83 $233,302 - $251,577	-7,223 Reduced 51.84%	6,710 $217,000
Q4 2022 Jan 30, 2023	SELL	$26.66 - $30.42 $4,905 - $5,597	-184 Reduced 1.3%	13,933 $396,000
Q3 2022 Oct 20, 2022	SELL	$26.83 - $32.55 $23,368 - $28,351	-871 Reduced 5.81%	14,117 $378,000
Q2 2022 Jul 18, 2022	SELL	$27.39 - $34.76 $10,709 - $13,591	-391 Reduced 2.54%	14,988 $425,000
Q1 2022 Apr 20, 2022	BUY	$31.52 - $36.94 $484,746 - $568,100	15,379 New	15,379 $528,000

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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Leverty Financial Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History