Emergent Wealth Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Emergent Wealth Advisors, LLC

  • $173 Billion
  • Q3 2025

A detailed history of Emergent Wealth Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Emergent Wealth Advisors, LLC holds 11,627 shares of XVV stock, worth $602,743. This represents 0.35% of its overall portfolio holdings.

Number of Shares
11,627
Previous 11,627 -0.0%
Holding current value
$602,743
Previous $554 Million 8.04%
% of portfolio
0.35%
Previous 0.35%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Oct 30, 2025
SELL
$42.24 - $47.29 $28,723 - $32,157
-680 Reduced 5.53%
11,627 $497 Million
Q4 2024

Oct 30, 2025
BUY
$43.67 - $47.04 $537,446 - $578,921
12,307 New
12,307 $557 Million
Q2 2024

Dec 15, 2025
BUY
$37.92 - $42.28 $134,805 - $150,305
3,555 Added 40.62%
12,307 $518 Million
Q1 2024

Dec 17, 2025
BUY
$35.72 - $40.29 $8,287 - $9,347
232 Added 2.0%
11,859 $478 Million
Q4 2023

Dec 15, 2025
SELL
$31.17 - $36.51 $89,613 - $104,966
-2,875 Reduced 24.73%
8,752 $318 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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