Apollon Wealth Management, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Apollon Wealth Management, LLC

  • $4.8 Billion
  • Q2 2025

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 29,446 shares of XVV stock, worth $1.45 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
29,446
Previous 30,136 2.29%
Holding current value
$1.45 Million
Previous $1.29 Million 8.92%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jul 24, 2025
SELL
$37.93 - $47.69 $26,171 - $32,906
-690 Reduced 2.29%
29,446 $1.4 Million
Q1 2025

May 01, 2025
BUY
$42.24 - $47.29 $85,958 - $96,235
2,035 Added 7.24%
30,136 $1.29 Million
Q4 2024

Jan 28, 2025
BUY
$43.67 - $47.04 $1.23 Million - $1.32 Million
28,101 New
28,101 $1.27 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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