Sound Stewardship, LLC Ishares Tr Esg Screened S&P 50 Transaction History
Sound Stewardship, LLC
- $208 Billion
- Q3 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 19,127 shares of XVV stock, worth $977,772. This represents 0.47% of its overall portfolio holdings.
Number of Shares
19,127
Previous 18,698
2.29%
Holding current value
$977,772
Previous $892 Million
10.52%
% of portfolio
0.47%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding XVV
# of Institutions
124Shares Held
3.13MCall Options Held
0Put Options Held
0-
Sun Life Financial Inc Toronto, A6823KShares$42.1 Million2.15% of portfolio
-
Becker Capital Management Inc227KShares$11.6 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC197KShares$10.1 Million0.0% of portfolio
-
Better Money Decisions, LLC88.6KShares$4.53 Million2.58% of portfolio
-
Jnba Financial Advisors82.6KShares$4.22 Million0.38% of portfolio