Prosperity Planning, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Prosperity Planning, Inc.

$351 Million
Q3 2025

A detailed history of Prosperity Planning, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Prosperity Planning, Inc. holds 3,886 shares of XVV stock, worth $197,875. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,886

Holding current value

$197,875

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 09, 2025	BUY	$47.64 - $51.71 $185,129 - $200,945	3,886 New	3,886 $200,000

Others Institutions Holding XVV

# of Institutions

125

Shares Held

3.13M

Call Options Held

Put Options Held

Sun Life Financial Inc Toronto, A6

823K
Shares

$41.9 Million
2.15% of portfolio
Becker Capital Management Inc

227K
Shares

$11.6 Million
0.35% of portfolio
Lpl Financial LLC Fort Mill, SC

197K
Shares

$10 Million
0.0% of portfolio
Better Money Decisions, LLC

88.6K
Shares

$4.51 Million
2.58% of portfolio
Jnba Financial Advisors

82.6K
Shares

$4.21 Million
0.38% of portfolio

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

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Prosperity Planning, Inc. Ishares Tr Esg Screened S&P 50 Transaction History