Wharton Business Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History

Wharton Business Group, LLC

$2.37 Billion
Q2 2025

A detailed history of Wharton Business Group, LLC transactions in Ishares Tr Esg Screened S&P 50 stock. As of the latest transaction made, Wharton Business Group, LLC holds 76,440 shares of XVV stock, worth $3.76 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

76,440

Previous 75,555 1.17%

Holding current value

$3.76 Million

Previous $3.23 Million 12.78%

% of portfolio

0.15%

Previous 0.15%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$37.93 - $47.69 $33,568 - $42,205	885 Added 1.17%	76,440 $3.65 Million
Q1 2025 May 09, 2025	SELL	$42.24 - $47.29 $322,924 - $361,532	-7,645 Reduced 9.19%	75,555 $3.23 Million
Q4 2024 Feb 04, 2025	SELL	$43.67 - $47.04 $139,744 - $150,528	-3,200 Reduced 3.7%	83,200 $3.77 Million
Q1 2024 May 13, 2024	SELL	$35.72 - $40.29 $99,658 - $112,409	-2,790 Reduced 3.13%	86,400 $3.48 Million
Q3 2023 Nov 06, 2023	BUY	$32.3 - $34.83 $166,990 - $180,071	5,170 Added 6.15%	89,190 $2.89 Million
Q2 2023 Aug 07, 2023	BUY	$30.45 - $33.81 $9,896 - $10,988	325 Added 0.39%	84,020 $2.84 Million
Q1 2023 May 04, 2023	BUY	$28.21 - $31.33 $85,617 - $95,086	3,035 Added 3.76%	83,695 $2.59 Million
Q4 2022 Feb 13, 2023	BUY	$26.66 - $30.42 $166,491 - $189,972	6,245 Added 8.39%	80,660 $2.29 Million
Q3 2022 Oct 31, 2022	BUY	$26.83 - $32.55 $208,603 - $253,076	7,775 Added 11.67%	74,415 $2 Million
Q2 2022 Aug 09, 2022	BUY	$27.39 - $34.76 $68,201 - $86,552	2,490 Added 3.88%	66,640 $1.89 Million
Q4 2021 Feb 10, 2022	SELL	$32.93 - $37.02 $46,925 - $52,753	-1,425 Reduced 2.17%	64,150 $2.36 Million
Q3 2021 Nov 09, 2021	BUY	$32.68 - $34.95 $247,224 - $264,396	7,565 Added 13.04%	65,575 $2.17 Million
Q2 2021 Aug 11, 2021	BUY	$30.65 - $32.94 $995,358 - $1.07 Million	32,475 Added 127.18%	58,010 $1.91 Million
Q1 2021 May 10, 2021	BUY	$28.23 - $30.36 $720,853 - $775,242	25,535 New	25,535 $775,000

Others Institutions Holding XVV

# of Institutions

122

Shares Held

3.12M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG SCREENED S&P 50

Ticker XVV
Sector ETFs
Industry ETFs

More about XVV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wharton Business Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wharton Business Group, LLC with notifications on news.

Account

Wharton Business Group, LLC Ishares Tr Esg Screened S&P 50 Transaction History