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

Wcg Wealth Advisors LLC

  • $1.48 Billion
  • Q3 2025

A detailed history of Wcg Wealth Advisors LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 10,024 shares of XVV stock, worth $519,644. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,024
Previous 10,125 1.0%
Holding current value
$519,644
Previous $482,000 7.05%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2025
SELL
$47.64 - $51.71 $4,811 - $5,222
-101 Reduced 1.0%
10,024 $516,000
Q1 2023

May 15, 2023
BUY
$28.21 - $31.33 $285,626 - $317,216
10,125 New
10,125 $313,000

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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