Veridan Wealth LLC Ishares Tr Esg Screened S&P 50 Transaction History

Veridan Wealth LLC

  • $221 Billion
  • Q1 2025

A detailed history of Veridan Wealth LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Veridan Wealth LLC holds 10,861 shares of XVV stock, worth $553,042. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,861
Previous 13,458 19.3%
Holding current value
$553,042
Previous $621 Million 25.2%
% of portfolio
0.21%
Previous 0.29%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$42.24 - $47.29 $109,697 - $122,812
-2,597 Reduced 19.3%
10,861 $465 Million
Q4 2024

Feb 05, 2025
BUY
$43.67 - $47.04 $587,710 - $633,064
13,458 New
13,458 $621 Million
Q2 2024

Jul 10, 2025
SELL
$37.92 - $42.28 $10,048 - $11,204
-265 Reduced 2.44%
10,596 $505 Million

Others Institutions Holding XVV

# of Institutions
125
Shares Held
3.13M
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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