Mml Investors Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Mml Investors Services, LLC

$34.2 Billion
Q3 2025

A detailed history of Mml Investors Services, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Mml Investors Services, LLC holds 5,744 shares of XVV stock, worth $297,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,744

Previous 25,523 77.49%

Holding current value

$297,768

Previous $1.22 Million 75.76%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$47.64 - $51.71 $942,271 - $1.02 Million	-19,779 Reduced 77.49%	5,744 $295,000
Q2 2025 Aug 14, 2025	BUY	$37.93 - $47.69 $107,000 - $134,533	2,821 Added 12.43%	25,523 $1.22 Million
Q1 2025 May 14, 2025	SELL	$42.24 - $47.29 $295 - $331	-7 Reduced 0.03%	22,702 $971,000
Q4 2024 Feb 13, 2025	BUY	$43.67 - $47.04 $84,414 - $90,928	1,933 Added 9.3%	22,709 $1.03 Million
Q3 2024 Nov 15, 2024	BUY	$39.71 - $44.22 $83,391 - $92,862	2,100 Added 11.24%	20,776 $919,000
Q2 2024 Aug 14, 2024	BUY	$37.92 - $42.28 $94,724 - $105,615	2,498 Added 15.44%	18,676 $785,000
Q1 2024 May 14, 2024	BUY	$35.72 - $40.29 $19,217 - $21,676	538 Added 3.44%	16,178 $652,000
Q4 2023 Feb 14, 2024	SELL	$31.17 - $36.51 $19,294 - $22,599	-619 Reduced 3.81%	15,640 $569,000
Q3 2023 Nov 14, 2023	BUY	$32.3 - $34.83 $46,059 - $49,667	1,426 Added 9.61%	16,259 $527,000
Q2 2023 Aug 14, 2023	BUY	$30.45 - $33.81 $97,318 - $108,056	3,196 Added 27.46%	14,833 $502,000
Q1 2023 May 12, 2023	BUY	$28.21 - $31.33 $28,689 - $31,862	1,017 Added 9.58%	11,637 $360,000
Q4 2022 Feb 13, 2023	SELL	$26.66 - $30.42 $17,142 - $19,560	-643 Reduced 5.71%	10,620 $302,000
Q3 2022 Nov 14, 2022	SELL	$26.83 - $32.55 $14,273 - $17,316	-532 Reduced 4.51%	11,263 $302,000
Q2 2022 Aug 12, 2022	BUY	$27.39 - $34.76 $59,573 - $75,603	2,175 Added 22.61%	11,795 $335,000
Q1 2022 May 13, 2022	BUY	$31.52 - $36.94 $303,222 - $355,362	9,620 New	9,620 $331,000

Others Institutions Holding XVV

# of Institutions

134

Shares Held

3.43M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
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Mml Investors Services, LLC Ishares Tr Esg Screened S&P 50 Transaction History