Freedom Financial Partners LLC Ishares Tr Esg Screened S&P 50 Transaction History

Freedom Financial Partners LLC

  • $215 Billion
  • Q1 2025

A detailed history of Freedom Financial Partners LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Freedom Financial Partners LLC holds 8,048 shares of XVV stock, worth $330,289. This represents 0.16% of its overall portfolio holdings.

Number of Shares
8,048
Previous 5,859 37.36%
Holding current value
$330,289
Previous $265 Million 29.74%
% of portfolio
0.16%
Previous 0.13%

Shares

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

Apr 10, 2025
BUY
$42.24 - $47.29 $92,463 - $103,517
2,189 Added 37.36%
8,048 $344 Million
Q4 2024

Feb 12, 2025
BUY
$43.67 - $47.04 $255,862 - $275,607
5,859 New
5,859 $265 Million

Others Institutions Holding XVV

# of Institutions
114
Shares Held
3.1M
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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