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

Lpl Financial LLC

$320 Billion
Q3 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Lpl Financial LLC holds 218,026 shares of XVV stock, worth $11.3 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

218,026

Previous 196,706 10.84%

Holding current value

$11.3 Million

Previous $9.38 Million 19.74%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$47.64 - $51.71 $1.02 Million - $1.1 Million	21,320 Added 10.84%	218,026 $11.2 Million
Q2 2025 Aug 12, 2025	BUY	$37.93 - $47.69 $881,227 - $1.11 Million	23,233 Added 13.39%	196,706 $9.38 Million
Q1 2025 May 07, 2025	BUY	$42.24 - $47.29 $1.26 Million - $1.41 Million	29,807 Added 20.75%	173,473 $7.42 Million
Q4 2024 Feb 11, 2025	BUY	$43.67 - $47.04 $164,985 - $177,717	3,778 Added 2.7%	143,666 $6.51 Million
Q3 2024 Nov 08, 2024	BUY	$39.71 - $44.22 $697,744 - $776,989	17,571 Added 14.37%	139,888 $6.19 Million

Q2 2024 Aug 07, 2024	BUY	$37.92 - $42.28 $3 Million - $3.34 Million	79,050 Added 182.7%	122,317 $5.14 Million
Q1 2024 May 10, 2024	BUY	$35.72 - $40.29 $388,276 - $437,952	10,870 Added 33.55%	43,267 $1.74 Million
Q4 2023 Feb 14, 2024	BUY	$31.17 - $36.51 $586,370 - $686,826	18,812 Added 138.48%	32,397 $1.18 Million
Q3 2023 Nov 13, 2023	BUY	$32.3 - $34.83 $69,509 - $74,954	2,152 Added 18.82%	13,585 $440,000
Q2 2023 Jul 31, 2023	BUY	$30.45 - $33.81 $31,698 - $35,196	1,041 Added 10.02%	11,433 $386,000
Q1 2023 May 10, 2023	SELL	$28.21 - $31.33 $89,566 - $99,472	-3,175 Reduced 23.4%	10,392 $321,000
Q4 2022 Feb 07, 2023	BUY	$26.66 - $30.42 $50,360 - $57,463	1,889 Added 16.18%	13,567 $385,000
Q3 2022 Nov 14, 2022	BUY	$26.83 - $32.55 $18,995 - $23,045	708 Added 6.45%	11,678 $313,000
Q2 2022 Aug 12, 2022	BUY	$27.39 - $34.76 $23,117 - $29,337	844 Added 8.33%	10,970 $311,000
Q1 2022 May 16, 2022	BUY	$31.52 - $36.94 $139,539 - $163,533	4,427 Added 77.68%	10,126 $348,000
Q4 2021 Feb 14, 2022	BUY	$32.93 - $37.02 $187,668 - $210,976	5,699 New	5,699 $209,000

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

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