Future You Wealth LLC Ishares Tr Esg Screened S&P 50 Transaction History

Future You Wealth LLC

  • $184 Billion
  • Q2 2025

A detailed history of Future You Wealth LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Future You Wealth LLC holds 19,319 shares of XVV stock, worth $983,723. This represents 0.5% of its overall portfolio holdings.

Number of Shares
19,319
Previous 22,381 13.68%
Holding current value
$983,723
Previous $958 Million 3.8%
% of portfolio
0.5%
Previous 0.61%

Shares

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

Jul 31, 2025
SELL
$37.93 - $47.69 $116,141 - $146,026
-3,062 Reduced 13.68%
19,319 $921 Million
Q1 2025

May 02, 2025
BUY
$42.24 - $47.29 $87,056 - $97,464
2,061 Added 10.14%
22,381 $958 Million
Q4 2024

May 01, 2025
BUY
$43.67 - $47.04 $887,374 - $955,852
20,320 New
20,320 $920 Million

Others Institutions Holding XVV

# of Institutions
127
Shares Held
3.16M
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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