Tarbox Family Office, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Tarbox Family Office, Inc.

  • $606 Million
  • Q4 2024

A detailed history of Tarbox Family Office, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Tarbox Family Office, Inc. holds 18,648 shares of XVV stock, worth $872,353. This represents 0.14% of its overall portfolio holdings.

Number of Shares
18,648
Previous 19,024 1.98%
Holding current value
$872,353
Previous $841,000 0.36%
% of portfolio
0.14%
Previous 0.14%

Shares

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

Jan 16, 2025
SELL
$43.67 - $47.04 $16,419 - $17,687
-376 Reduced 1.98%
18,648 $844,000
Q3 2024

Oct 23, 2024
BUY
$39.71 - $44.22 $175,597 - $195,540
4,422 Added 30.28%
19,024 $841,000
Q2 2024

Jul 16, 2024
BUY
$37.92 - $42.28 $18,808 - $20,970
496 Added 3.52%
14,602 $614,000
Q1 2024

Apr 15, 2024
BUY
$35.72 - $40.29 $36,470 - $41,136
1,021 Added 7.8%
14,106 $568,000
Q4 2023

Feb 08, 2024
SELL
$31.17 - $36.51 $28,458 - $33,333
-913 Reduced 6.52%
13,085 $476,000
Q3 2023

Oct 13, 2023
BUY
$32.3 - $34.83 $452,135 - $487,550
13,998 New
13,998 $453,000

Others Institutions Holding XVV

# of Institutions
102
Shares Held
2.86M
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 Tarbox Family Office, Inc. Portfolio

Follow Tarbox Family Office, Inc. 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 Tarbox Family Office, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tarbox Family Office, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email