Kestra Advisory Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Kestra Advisory Services, LLC

$19 Billion
Q2 2025

A detailed history of Kestra Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Kestra Advisory Services, LLC holds 20,158 shares of XVV stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,158

Previous 21,023 4.11%

Holding current value

$1.03 Million

Previous $899,000 6.9%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	SELL	$37.93 - $47.69 $32,809 - $41,251	-865 Reduced 4.11%	20,158 $961,000
Q1 2025 May 14, 2025	BUY	$42.24 - $47.29 $34,636 - $38,777	820 Added 4.06%	21,023 $899,000
Q4 2024 Feb 10, 2025	BUY	$43.67 - $47.04 $82,492 - $88,858	1,889 Added 10.31%	20,203 $915,000
Q3 2024 Nov 13, 2024	BUY	$39.71 - $44.22 $228,928 - $254,928	5,765 Added 45.94%	18,314 $809,000
Q2 2024 Aug 14, 2024	BUY	$37.92 - $42.28 $137,422 - $153,222	3,624 Added 40.61%	12,549 $527,000
Q1 2024 May 15, 2024	BUY	$35.72 - $40.29 $32,505 - $36,663	910 Added 11.35%	8,925 $359,000
Q4 2023 Feb 14, 2024	BUY	$31.17 - $36.51 $249,827 - $292,627	8,015 New	8,015 $291,000

Others Institutions Holding XVV

# of Institutions

127

Shares Held

3.16M

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 Kestra Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kestra Advisory Services, LLC with notifications on news.

Account

Kestra Advisory Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History