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

Tarbox Family Office, Inc.

  • $609 Million
  • Q3 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 19,024 shares of XVV stock, worth $885,567. This represents 0.14% of its overall portfolio holdings.

Number of Shares
19,024
Previous 14,602 30.28%
Holding current value
$885,567
Previous $614,000 36.97%
% of portfolio
0.14%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
100
Shares Held
2.8M
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
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