Lpl Financial LLC Ishares Tr Esg Screened S&P 50 Transaction History

Lpl Financial LLC

$283 Billion
Q2 2025

A detailed history of Lpl Financial LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Lpl Financial LLC holds 196,706 shares of XVV stock, worth $9.67 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

196,706

Previous 173,473 13.39%

Holding current value

$9.67 Million

Previous $7.42 Million 26.4%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	$37.93 - $47.69 $881,227 - $1.11 Million	23,233 Added 13.39%	196,706 $9.38 Million
Q1 2025 May 07, 2025	BUY	$42.24 - $47.29 $1.26 Million - $1.41 Million	29,807 Added 20.75%	173,473 $7.42 Million
Q4 2024 Feb 11, 2025	BUY	$43.67 - $47.04 $164,985 - $177,717	3,778 Added 2.7%	143,666 $6.51 Million
Q3 2024 Nov 08, 2024	BUY	$39.71 - $44.22 $697,744 - $776,989	17,571 Added 14.37%	139,888 $6.19 Million
Q2 2024 Aug 07, 2024	BUY	$37.92 - $42.28 $3 Million - $3.34 Million	79,050 Added 182.7%	122,317 $5.14 Million
Q1 2024 May 10, 2024	BUY	$35.72 - $40.29 $388,276 - $437,952	10,870 Added 33.55%	43,267 $1.74 Million
Q4 2023 Feb 14, 2024	BUY	$31.17 - $36.51 $586,370 - $686,826	18,812 Added 138.48%	32,397 $1.18 Million
Q3 2023 Nov 13, 2023	BUY	$32.3 - $34.83 $69,509 - $74,954	2,152 Added 18.82%	13,585 $440,000
Q2 2023 Jul 31, 2023	BUY	$30.45 - $33.81 $31,698 - $35,196	1,041 Added 10.02%	11,433 $386,000
Q1 2023 May 10, 2023	SELL	$28.21 - $31.33 $89,566 - $99,472	-3,175 Reduced 23.4%	10,392 $321,000
Q4 2022 Feb 07, 2023	BUY	$26.66 - $30.42 $50,360 - $57,463	1,889 Added 16.18%	13,567 $385,000
Q3 2022 Nov 14, 2022	BUY	$26.83 - $32.55 $18,995 - $23,045	708 Added 6.45%	11,678 $313,000
Q2 2022 Aug 12, 2022	BUY	$27.39 - $34.76 $23,117 - $29,337	844 Added 8.33%	10,970 $311,000
Q1 2022 May 16, 2022	BUY	$31.52 - $36.94 $139,539 - $163,533	4,427 Added 77.68%	10,126 $348,000
Q4 2021 Feb 14, 2022	BUY	$32.93 - $37.02 $187,668 - $210,976	5,699 New	5,699 $209,000

Others Institutions Holding XVV

# of Institutions

122

Shares Held

3.12M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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Lpl Financial LLC Ishares Tr Esg Screened S&P 50 Transaction History