Integrated Wealth Concepts LLC Ishares Tr Esg Screened S&P 50 Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 10,765 shares of XVV stock, worth $548,153. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,765
Previous 10,607 1.49%
Holding current value
$548,153
Previous $453,000 13.25%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$37.93 - $47.69 $5,992 - $7,535
158 Added 1.49%
10,765 $513,000
Q1 2025

May 15, 2025
BUY
$42.24 - $47.29 $448,039 - $501,605
10,607 New
10,607 $453,000

Others Institutions Holding XVV

# of Institutions
127
Shares Held
3.15M
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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