Wealth Shield Partners, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wealth Shield Partners, LLC

  • $839 Million
  • Q3 2025

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 328 shares of XVV stock, worth $17,003. This represents 0.0% of its overall portfolio holdings.

Number of Shares
328
Previous 346 5.2%
Holding current value
$17,003
Previous $16,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 31, 2025
SELL
$47.64 - $51.71 $857 - $930
-18 Reduced 5.2%
328 $16,000
Q2 2025

Aug 08, 2025
BUY
$37.93 - $47.69 $1,024 - $1,287
27 Added 8.46%
346 $16,000
Q4 2024

Feb 04, 2025
BUY
$43.67 - $47.04 $13,930 - $15,005
319 New
319 $14,000

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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