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

Better Money Decisions, LLC

$164 Million
Q2 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 88,618 shares of XVV stock, worth $4.36 Million. This represents 2.58% of its overall portfolio holdings.

Number of Shares

88,618

Previous 86,777 2.12%

Holding current value

$4.36 Million

Previous $3.69 Million 14.46%

% of portfolio

2.58%

Previous 2.47%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$37.93 - $47.69 $69,829 - $87,797	1,841 Added 2.12%	88,618 $4.23 Million
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

122

Shares Held

3.12M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Better Money Decisions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Better Money Decisions, LLC with notifications on news.

Account

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