Highland Financial Advisors, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Highland Financial Advisors, LLC

  • $308 Million
  • Q2 2025

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 11,924 shares of XVV stock, worth $586,422. This represents 0.18% of its overall portfolio holdings.

Number of Shares
11,924
Previous 9,695 22.99%
Holding current value
$586,422
Previous $412,000 37.86%
% of portfolio
0.18%
Previous 0.15%

Shares

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

Jul 15, 2025
BUY
$37.93 - $47.69 $84,545 - $106,301
2,229 Added 22.99%
11,924 $568,000
Q1 2025

Apr 08, 2025
SELL
$42.24 - $47.29 $63,782 - $71,407
-1,510 Reduced 13.48%
9,695 $412,000
Q4 2024

Jan 30, 2025
BUY
$43.67 - $47.04 $45,678 - $49,203
1,046 Added 10.3%
11,205 $508,000
Q3 2024

Oct 30, 2024
SELL
$39.71 - $44.22 $20,093 - $22,375
-506 Reduced 4.74%
10,159 $449,000
Q2 2024

Jul 17, 2024
BUY
$37.92 - $42.28 $7,470 - $8,329
197 Added 1.88%
10,665 $448,000
Q1 2024

May 06, 2024
SELL
$35.72 - $40.29 $50,543 - $57,010
-1,415 Reduced 11.91%
10,468 $422,000
Q4 2023

Jan 18, 2024
BUY
$31.17 - $36.51 $16,582 - $19,423
532 Added 4.69%
11,883 $432,000
Q3 2023

Oct 25, 2023
SELL
$32.3 - $34.83 $1,292 - $1,393
-40 Reduced 0.35%
11,351 $368,000
Q2 2023

Jul 13, 2023
SELL
$30.45 - $33.81 $10,627 - $11,799
-349 Reduced 2.97%
11,391 $385,000
Q1 2023

Apr 17, 2023
SELL
$28.21 - $31.33 $479 - $532
-17 Reduced 0.14%
11,740 $363,000
Q4 2022

Feb 08, 2023
BUY
$26.66 - $30.42 $78,647 - $89,739
2,950 Added 33.5%
11,757 $334,000
Q3 2022

Nov 15, 2022
BUY
$26.83 - $32.55 $39,896 - $48,401
1,487 Added 20.31%
8,807 $236,000
Q2 2022

Aug 04, 2022
BUY
$27.39 - $34.76 $200,494 - $254,443
7,320 New
7,320 $208,000

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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