Sound Stewardship, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Sound Stewardship, LLC

  • $209 Billion
  • Q4 2025

A detailed history of Sound Stewardship, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sound Stewardship, LLC holds 15,422 shares of XVV stock, worth $799,476. This represents 0.39% of its overall portfolio holdings.

Number of Shares
15,422
Previous 19,127 19.37%
Holding current value
$799,476
Previous $985 Million 17.53%
% of portfolio
0.39%
Previous 0.47%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 30, 2026
SELL
$50.43 - $53.13 $186,843 - $196,846
-3,705 Reduced 19.37%
15,422 $813 Million
Q3 2025

Oct 14, 2025
BUY
$47.64 - $51.71 $20,437 - $22,183
429 Added 2.29%
19,127 $985 Million
Q2 2025

Jul 14, 2025
BUY
$37.93 - $47.69 $709,215 - $891,707
18,698 New
18,698 $892 Million

Others Institutions Holding XVV

# of Institutions
138
Shares Held
3.46M
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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