Parkworth Wealth Management, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Parkworth Wealth Management, Inc.

  • $139 Billion
  • Q2 2025

A detailed history of Parkworth Wealth Management, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Parkworth Wealth Management, Inc. holds 10,658 shares of XVV stock, worth $552,510. This represents 0.37% of its overall portfolio holdings.

Number of Shares
10,658
Previous 10,633 0.24%
Holding current value
$552,510
Previous $455 Million 11.72%
% of portfolio
0.37%
Previous 0.36%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$37.93 - $47.69 $948 - $1,192
25 Added 0.24%
10,658 $508 Million
Q1 2025

May 05, 2025
SELL
$42.24 - $47.29 $13,009 - $14,565
-308 Reduced 2.82%
10,633 $455 Million
Q4 2024

Feb 07, 2025
BUY
$43.67 - $47.04 $477,793 - $514,664
10,941 New
10,941 $496 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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