Freedom Financial Partners LLC Ishares Tr Esg Screened S&P 50 Transaction History

Freedom Financial Partners LLC

  • $237 Billion
  • Q2 2025

A detailed history of Freedom Financial Partners LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Freedom Financial Partners LLC holds 10,718 shares of XVV stock, worth $527,111. This represents 0.22% of its overall portfolio holdings.

Number of Shares
10,718
Previous 8,048 33.18%
Holding current value
$527,111
Previous $344 Million 48.44%
% of portfolio
0.22%
Previous 0.16%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$37.93 - $47.69 $101,273 - $127,332
2,670 Added 33.18%
10,718 $511 Million
Q1 2025

Apr 10, 2025
BUY
$42.24 - $47.29 $92,463 - $103,517
2,189 Added 37.36%
8,048 $344 Million
Q4 2024

Feb 12, 2025
BUY
$43.67 - $47.04 $255,862 - $275,607
5,859 New
5,859 $265 Million

Others Institutions Holding XVV

# of Institutions
122
Shares Held
3.12M
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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