Sunbelt Securities, Inc. Ishares Tr Esg Screened S&P 50 Transaction History

Sunbelt Securities, Inc.

$1.07 Billion
Q2 2025

A detailed history of Sunbelt Securities, Inc. transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 11,273 shares of XVV stock, worth $574,021. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,273

Previous 907 1142.89%

Holding current value

$574,021

Previous $38,000 1313.16%

% of portfolio

0.05%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$37.93 - $47.69 $393,182 - $494,354	10,366 Added 1142.89%	11,273 $537,000
Q1 2025 Apr 24, 2025	SELL	$42.24 - $47.29 $437,859 - $490,208	-10,366 Reduced 91.95%	907 $38,000
Q4 2024 Feb 18, 2025	SELL	$43.67 - $47.04 $9,738 - $10,489	-223 Reduced 1.94%	11,273 $510,000
Q3 2024 Nov 18, 2024	SELL	$39.71 - $44.22 $1,270 - $1,415	-32 Reduced 0.28%	11,496 $508,000
Q2 2024 Aug 15, 2024	SELL	$37.92 - $42.28 $24,344 - $27,143	-642 Reduced 5.28%	11,528 $484,000
Q1 2024 Apr 15, 2024	BUY	$35.72 - $40.29 $29,504 - $33,279	826 Added 7.28%	12,170 $490,000
Q4 2023 Feb 14, 2024	SELL	$31.17 - $36.51 $31,668 - $37,094	-1,016 Reduced 8.22%	11,344 $412,000
Q3 2023 Dec 11, 2023	BUY	$32.3 - $34.83 $399,227 - $430,498	12,360 New	12,360 $400,000

Others Institutions Holding XVV

# of Institutions

127

Shares Held

3.15M

Call Options Held

Put Options Held

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About ISHARES TR ESG SCREENED S&P 50

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Sunbelt Securities, Inc. Ishares Tr Esg Screened S&P 50 Transaction History