Better Money Decisions, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Better Money Decisions, LLC

$149 Million
Q1 2025

A detailed history of Better Money Decisions, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Better Money Decisions, LLC holds 86,777 shares of XVV stock, worth $4.13 Million. This represents 2.47% of its overall portfolio holdings.

Number of Shares

86,777

Previous 93,750 7.44%

Holding current value

$4.13 Million

Previous $4.25 Million 13.05%

% of portfolio

2.47%

Previous 2.95%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	SELL	$42.24 - $47.29 $294,539 - $329,753	-6,973 Reduced 7.44%	86,777 $3.69 Million
Q4 2024 Jan 24, 2025	BUY	$43.67 - $47.04 $34,499 - $37,161	790 Added 0.85%	93,750 $4.25 Million
Q3 2024 Oct 25, 2024	SELL	$39.71 - $44.22 $247,790 - $275,932	-6,240 Reduced 6.29%	92,960 $4.11 Million
Q2 2024 Jul 24, 2024	BUY	$37.92 - $42.28 $105,493 - $117,622	2,782 Added 2.89%	99,200 $4.17 Million
Q1 2024 May 01, 2024	SELL	$35.72 - $40.29 $9,894 - $11,160	-277 Reduced 0.29%	96,418 $3.88 Million
Q4 2023 Jan 23, 2024	BUY	$31.17 - $36.51 $844,925 - $989,676	27,107 Added 38.95%	96,695 $3.52 Million
Q3 2023 Nov 08, 2023	BUY	$32.3 - $34.83 $69,251 - $74,675	2,144 Added 3.18%	69,588 $2.26 Million
Q2 2023 Aug 09, 2023	SELL	$30.45 - $33.81 $40,194 - $44,629	-1,320 Reduced 1.92%	67,444 $2.28 Million
Q1 2023 May 03, 2023	BUY	$28.21 - $31.33 $371,384 - $412,459	13,165 Added 23.68%	68,764 $2.12 Million
Q4 2022 Feb 14, 2023	BUY	$26.66 - $30.42 $292,753 - $334,042	10,981 Added 24.61%	55,599 $1.58 Million
Q3 2022 Oct 28, 2022	BUY	$26.83 - $32.55 $272,807 - $330,968	10,168 Added 29.52%	44,618 $1.2 Million
Q2 2022 Aug 05, 2022	BUY	$27.39 - $34.76 $422,216 - $535,825	15,415 Added 80.98%	34,450 $978,000
Q1 2022 May 13, 2022	BUY	$31.52 - $36.94 $24,680 - $28,924	783 Added 4.29%	19,035 $654,000
Q4 2021 Feb 14, 2022	BUY	$32.93 - $37.02 $601,038 - $675,689	18,252 New	18,252 $670,000

Others Institutions Holding XVV

# of Institutions

117

Shares Held

3.1M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Better Money Decisions, LLC Ishares Tr Esg Screened S&P 50 Transaction History