Presidio Capital Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Presidio Capital Management, LLC

  • $283 Million
  • Q3 2025

A detailed history of Presidio Capital Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Presidio Capital Management, LLC holds 5,505 shares of XVV stock, worth $285,379. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,505
Previous 5,500 0.09%
Holding current value
$285,379
Previous $262,000 8.02%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 07, 2025
BUY
$47.64 - $51.71 $238 - $258
5 Added 0.09%
5,505 $283,000
Q2 2025

Jul 09, 2025
SELL
$37.93 - $47.69 $37,323 - $46,926
-984 Reduced 15.18%
5,500 $262,000
Q1 2025

Apr 08, 2025
BUY
$42.24 - $47.29 $273,884 - $306,628
6,484 New
6,484 $275,000

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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