New Edge Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

New Edge Advisors, LLC

  • $20.5 Billion
  • Q3 2025

A detailed history of New Edge Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, New Edge Advisors, LLC holds 8,959 shares of XVV stock, worth $464,434. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,959
Previous 8,979 0.22%
Holding current value
$464,434
Previous $428,000 7.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025
SELL
$47.64 - $51.71 $952 - $1,034
-20 Reduced 0.22%
8,959 $461,000
Q2 2025

Aug 14, 2025
BUY
$37.93 - $47.69 $254,168 - $319,570
6,701 Added 294.16%
8,979 $428,000
Q3 2023

Nov 14, 2023
BUY
$32.3 - $34.83 $73,579 - $79,342
2,278 New
2,278 $73,000

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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