Bsw Wealth Partners Ishares Tr Esg Screened S&P 50 Transaction History

Bsw Wealth Partners

  • $788 Million
  • Q3 2025

A detailed history of Bsw Wealth Partners transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Bsw Wealth Partners holds 63,847 shares of XVV stock, worth $3.31 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
63,847
Previous 70,207 9.06%
Holding current value
$3.31 Million
Previous $3.35 Million 1.76%
% of portfolio
0.42%
Previous 0.47%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 15, 2025
SELL
$47.64 - $51.71 $302,990 - $328,875
-6,360 Reduced 9.06%
63,847 $3.29 Million
Q2 2025

Jul 18, 2025
SELL
$37.93 - $47.69 $598,535 - $752,548
-15,780 Reduced 18.35%
70,207 $3.35 Million
Q1 2025

Apr 24, 2025
SELL
$42.24 - $47.29 $378,850 - $424,144
-8,969 Reduced 9.45%
85,987 $3.68 Million
Q4 2024

Jan 22, 2025
SELL
$43.67 - $47.04 $128,739 - $138,673
-2,948 Reduced 3.01%
94,956 $4.3 Million
Q3 2024

Oct 29, 2024
SELL
$39.71 - $44.22 $47,334 - $52,710
-1,192 Reduced 1.2%
97,904 $4.33 Million
Q2 2024

Jul 16, 2024
SELL
$37.92 - $42.28 $416,437 - $464,318
-10,982 Reduced 9.98%
99,096 $4.17 Million
Q1 2024

Apr 23, 2024
SELL
$35.72 - $40.29 $84,156 - $94,923
-2,356 Reduced 2.1%
110,078 $4.44 Million
Q4 2023

Jan 25, 2024
BUY
$31.17 - $36.51 $29,517 - $34,574
947 Added 0.85%
112,434 $4.09 Million
Q3 2023

Oct 27, 2023
SELL
$32.3 - $34.83 $19,380 - $20,898
-600 Reduced 0.54%
111,487 $3.62 Million
Q2 2023

Aug 11, 2023
SELL
$30.45 - $33.81 $169,636 - $188,355
-5,571 Reduced 4.73%
112,087 $3.79 Million
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $18,280 - $20,301
648 Added 0.55%
117,658 $3.64 Million
Q4 2022

Feb 13, 2023
BUY
$26.66 - $30.42 $3.12 Million - $3.56 Million
117,010 New
117,010 $3.33 Million

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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