Sage Mountain Advisors LLC Ishares Tr Esg Screened S&P 50 Transaction History

Sage Mountain Advisors LLC

  • $1.7 Billion
  • Q3 2025

A detailed history of Sage Mountain Advisors LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sage Mountain Advisors LLC holds 16,970 shares of XVV stock, worth $879,724. This represents 0.05% of its overall portfolio holdings.

Number of Shares
16,970
Previous 16,828 0.84%
Holding current value
$879,724
Previous $802,000 8.98%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 29, 2025
BUY
$47.64 - $51.71 $6,764 - $7,342
142 Added 0.84%
16,970 $874,000
Q2 2025

Jul 31, 2025
BUY
$37.93 - $47.69 $48,853 - $61,424
1,288 Added 8.29%
16,828 $802,000
Q1 2025

May 02, 2025
BUY
$42.24 - $47.29 $61,966 - $69,374
1,467 Added 10.42%
15,540 $664,000
Q4 2024

Feb 07, 2025
BUY
$43.67 - $47.04 $29,826 - $32,128
683 Added 5.1%
14,073 $637,000
Q3 2024

Oct 29, 2024
BUY
$39.71 - $44.22 $531,716 - $592,105
13,390 New
13,390 $592,000

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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