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

Tarbox Family Office, Inc.

$675 Million
Q3 2025

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 14,302 shares of XVV stock, worth $741,415. This represents 0.11% of its overall portfolio holdings.

Number of Shares

14,302

Previous 22,157 35.45%

Holding current value

$741,415

Previous $947,000 22.28%

% of portfolio

0.11%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$47.64 - $51.71 $374,212 - $406,182	-7,855 Reduced 35.45%	14,302 $736,000
Q1 2025 May 08, 2025	BUY	$42.24 - $47.29 $148,220 - $165,940	3,509 Added 18.82%	22,157 $947,000
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

134

Shares Held

3.43M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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