Veridan Wealth LLC Ishares Tr Esg Screened S&P 50 Transaction History

Veridan Wealth LLC

  • $290 Billion
  • Q3 2025

A detailed history of Veridan Wealth LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Veridan Wealth LLC holds 10,600 shares of XVV stock, worth $549,504. This represents 0.19% of its overall portfolio holdings.

Number of Shares
10,600
Previous 10,861 2.4%
Holding current value
$549,504
Previous $465 Million 17.53%
% of portfolio
0.19%
Previous 0.21%

Shares

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

Nov 12, 2025
SELL
$47.64 - $51.71 $12,434 - $13,496
-261 Reduced 2.4%
10,600 $546 Million
Q1 2025

Apr 22, 2025
SELL
$42.24 - $47.29 $109,697 - $122,812
-2,597 Reduced 19.3%
10,861 $465 Million
Q4 2024

Feb 05, 2025
BUY
$43.67 - $47.04 $587,710 - $633,064
13,458 New
13,458 $621 Million
Q2 2024

Jul 10, 2025
SELL
$37.92 - $42.28 $10,048 - $11,204
-265 Reduced 2.44%
10,596 $505 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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