Sigma Planning Corp Ishares Tr Esg Screened S&P 50 Transaction History

Sigma Planning Corp

  • $3.07 Billion
  • Q4 2024

A detailed history of Sigma Planning Corp transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sigma Planning Corp holds 7,647 shares of XVV stock, worth $350,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares
7,647
Previous 7,614 0.43%
Holding current value
$350,003
Previous $336,000 2.98%
% of portfolio
0.01%
Previous 0.01%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
BUY
$43.67 - $47.04 $1,441 - $1,552
33 Added 0.43%
7,647 $346,000
Q3 2024

Nov 01, 2024
SELL
$39.71 - $44.22 $9,649 - $10,745
-243 Reduced 3.09%
7,614 $336,000
Q2 2024

Aug 05, 2024
BUY
$37.92 - $42.28 $19,035 - $21,224
502 Added 6.83%
7,857 $330,000
Q1 2024

May 01, 2024
BUY
$35.72 - $40.29 $262,720 - $296,332
7,355 New
7,355 $296,000
Q3 2023

Nov 06, 2023
SELL
$32.3 - $34.83 $14,308 - $15,429
-443 Reduced 5.03%
8,365 $271,000
Q2 2023

Aug 01, 2023
SELL
$30.45 - $33.81 $21,558 - $23,937
-708 Reduced 7.44%
8,808 $297,000
Q1 2023

May 05, 2023
BUY
$28.21 - $31.33 $9,055 - $10,056
321 Added 3.49%
9,516 $294,000
Q4 2022

Jan 24, 2023
BUY
$26.66 - $30.42 $24,607 - $28,077
923 Added 11.16%
9,195 $0
Q2 2022

Aug 11, 2022
BUY
$27.39 - $34.76 $14,078 - $17,866
514 Added 6.63%
8,272 $235,000
Q1 2022

Apr 20, 2022
SELL
$31.52 - $36.94 $29,439 - $34,501
-934 Reduced 10.75%
7,758 $267,000
Q4 2021

Feb 02, 2022
BUY
$32.93 - $37.02 $4,511 - $5,071
137 Added 1.6%
8,692 $319,000
Q3 2021

Oct 28, 2021
BUY
$32.68 - $34.95 $3,333 - $3,564
102 Added 1.21%
8,555 $283,000
Q1 2021

May 06, 2021
BUY
$28.23 - $30.36 $238,628 - $256,633
8,453 New
8,453 $257,000

Others Institutions Holding XVV

# of Institutions
113
Shares Held
3.04M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P 50

XVV Quotes by TradingView
  • Ticker XVV
  • Sector ETFs
  • Industry ETFs
More about XVV
Track This Portfolio

Track Sigma Planning Corp Portfolio

Follow Sigma Planning Corp and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sigma Planning Corp, based on Form 13F filings with the SEC.

News

Stay updated on Sigma Planning Corp with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email