Farther Finance Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Farther Finance Advisors, LLC

$6.63 Trillion
Q3 2025

A detailed history of Farther Finance Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 290 shares of XVV stock, worth $14,766. This represents 0.0% of its overall portfolio holdings.

Number of Shares

290

Holding current value

$14,766

% of portfolio

0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	BUY	$47.64 - $51.71 $13,815 - $14,995	290 New	290 $14.9 Million
Q1 2024 May 13, 2024	SELL	$35.72 - $40.29 $4,322 - $4,875	-121 Closed	0 $0
Q4 2023 Feb 14, 2024	BUY	$31.17 - $36.51 $0 - $0	0 New	0 $11,000
Q3 2023 Nov 13, 2023	SELL	$32.3 - $34.83 $3,908 - $4,214	-121 Closed	0 $9,000
Q2 2023 May 13, 2024	BUY	$30.45 - $33.81 $1,674 - $1,859	55 Added 83.33%	121 $4.09 Million
Q2 2023 Sep 12, 2023	BUY	$30.45 - $33.81 $1,674 - $1,859	55 Added 83.33%	121 $4.09 Million
Q1 2023 May 13, 2024	BUY	$28.21 - $31.33 $1,861 - $2,067	66 New	66 $2.04 Million
Q1 2023 Sep 12, 2023	SELL	$28.21 - $31.33 $28 - $31	-1 Reduced 1.49%	66 $2.04 Million
Q4 2022 Sep 11, 2023	BUY	$26.66 - $30.42 $1,786 - $2,038	67 New	67 $1.91 Million

Others Institutions Holding XVV

# of Institutions

127

Shares Held

3.16M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Farther Finance Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History