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

Lpl Financial LLC

  • $246 Billion
  • Q1 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 173,473 shares of XVV stock, worth $8.26 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
173,473
Previous 143,666 20.75%
Holding current value
$8.26 Million
Previous $6.51 Million 14.03%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
118
Shares Held
3.08M
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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