Kwb Wealth Ishares Tr Esg Screened S&P 50 Transaction History

Kwb Wealth

$891 Million
Q4 2025

A detailed history of Kwb Wealth transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Kwb Wealth holds 5,530 shares of XVV stock, worth $286,675. This represents 0.03% of its overall portfolio holdings.

Number of Shares

5,530

Holding current value

$286,675

% of portfolio

0.03%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2025 Jan 12, 2026	BUY	$50.43 - $53.13 $278,877 - $293,808	5,530 New	5,530 $286,000

Others Institutions Holding XVV

# of Institutions

135

Shares Held

3.43M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$42.7 Million
2.16% of portfolio
Becker Capital Management Inc

226K
Shares

$11.7 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

218K
Shares

$11.3 Million
0.0% of portfolio
Brown Advisory Inc

159K
Shares

$8.27 Million
0.01% of portfolio
Jnba Financial Advisors

97K
Shares

$5.03 Million
0.46% of portfolio

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

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