Monument Capital Management Ishares Tr Esg Screened S&P 50 Transaction History

Monument Capital Management

$357 Million
Q4 2024

A detailed history of Monument Capital Management transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Monument Capital Management holds 5,535 shares of XVV stock, worth $253,226. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,535

Previous 4,562 21.33%

Holding current value

$253,226

Previous $201,000 24.38%

% of portfolio

0.07%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$43.67 - $47.04 $42,490 - $45,769	973 Added 21.33%	5,535 $250,000
Q3 2024 Oct 15, 2024	SELL	$39.71 - $44.22 $13,819 - $15,388	-348 Reduced 7.09%	4,562 $201,000
Q2 2024 Jul 19, 2024	SELL	$37.92 - $42.28 $27,871 - $31,075	-735 Reduced 13.02%	4,910 $206,000
Q1 2024 Apr 18, 2024	SELL	$35.72 - $40.29 $19,788 - $22,320	-554 Reduced 8.94%	5,645 $227,000
Q4 2023 Feb 01, 2024	SELL	$31.17 - $36.51 $32,354 - $37,897	-1,038 Reduced 14.34%	6,199 $225,000
Q3 2023 Oct 25, 2023	SELL	$32.3 - $34.83 $1,195 - $1,288	-37 Reduced 0.51%	7,237 $234,000
Q1 2023 Apr 21, 2023	SELL	$28.21 - $31.33 $21,749 - $24,155	-771 Reduced 9.58%	7,274 $224,000
Q4 2022 Jan 26, 2023	BUY	$26.66 - $30.42 $214,479 - $244,728	8,045 New	8,045 $0

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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Monument Capital Management Ishares Tr Esg Screened S&P 50 Transaction History