Better Money Decisions, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Better Money Decisions, LLC

  • $164 Million
  • Q2 2025

A detailed history of Better Money Decisions, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Better Money Decisions, LLC holds 88,618 shares of XVV stock, worth $4.59 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares
88,618
Previous 86,777 2.12%
Holding current value
$4.59 Million
Previous $3.69 Million 14.46%
% of portfolio
2.58%
Previous 2.47%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$37.93 - $47.69 $69,829 - $87,797
1,841 Added 2.12%
88,618 $4.23 Million
Q1 2025

Apr 10, 2025
SELL
$42.24 - $47.29 $294,539 - $329,753
-6,973 Reduced 7.44%
86,777 $3.69 Million
Q4 2024

Jan 24, 2025
BUY
$43.67 - $47.04 $34,499 - $37,161
790 Added 0.85%
93,750 $4.25 Million
Q3 2024

Oct 25, 2024
SELL
$39.71 - $44.22 $247,790 - $275,932
-6,240 Reduced 6.29%
92,960 $4.11 Million
Q2 2024

Jul 24, 2024
BUY
$37.92 - $42.28 $105,493 - $117,622
2,782 Added 2.89%
99,200 $4.17 Million
Q1 2024

May 01, 2024
SELL
$35.72 - $40.29 $9,894 - $11,160
-277 Reduced 0.29%
96,418 $3.88 Million
Q4 2023

Jan 23, 2024
BUY
$31.17 - $36.51 $844,925 - $989,676
27,107 Added 38.95%
96,695 $3.52 Million
Q3 2023

Nov 08, 2023
BUY
$32.3 - $34.83 $69,251 - $74,675
2,144 Added 3.18%
69,588 $2.26 Million
Q2 2023

Aug 09, 2023
SELL
$30.45 - $33.81 $40,194 - $44,629
-1,320 Reduced 1.92%
67,444 $2.28 Million
Q1 2023

May 03, 2023
BUY
$28.21 - $31.33 $371,384 - $412,459
13,165 Added 23.68%
68,764 $2.12 Million
Q4 2022

Feb 14, 2023
BUY
$26.66 - $30.42 $292,753 - $334,042
10,981 Added 24.61%
55,599 $1.58 Million
Q3 2022

Oct 28, 2022
BUY
$26.83 - $32.55 $272,807 - $330,968
10,168 Added 29.52%
44,618 $1.2 Million
Q2 2022

Aug 05, 2022
BUY
$27.39 - $34.76 $422,216 - $535,825
15,415 Added 80.98%
34,450 $978,000
Q1 2022

May 13, 2022
BUY
$31.52 - $36.94 $24,680 - $28,924
783 Added 4.29%
19,035 $654,000
Q4 2021

Feb 14, 2022
BUY
$32.93 - $37.02 $601,038 - $675,689
18,252 New
18,252 $670,000

Others Institutions Holding XVV

# of Institutions
134
Shares Held
3.43M
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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