Institutional Ownership Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P 50 (XVV). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 2.77 Million shares, which have been reported (via 13F filing form) to have a value of $120 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,508
shares
|
$65,386
0.01% of portfolio
|
Q4 2023
New holding
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
1,016
shares
|
$44,053
0.01% of portfolio
|
Q2 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
757
shares
|
$32,823
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
443
shares
|
$19,208
0.0% of portfolio
|
Q2 2024
Added 440.24%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
373
shares
|
$16,173
0.0% of portfolio
|
Q2 2024
New holding
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
340
shares
|
$14,742
0.0% of portfolio
|
Q1 2024
Added 18.06%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
300
shares
|
$13,008
0.0% of portfolio
|
Q4 2021
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
223
shares
|
$9,669
0.0% of portfolio
|
Q4 2021
Reduced 27.8%
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
215
shares
|
$9,322
0.01% of portfolio
|
Q4 2022
New holding
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
207
shares
|
$8,975
0.0% of portfolio
|
Q2 2024
New holding
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
203
shares
|
$8,802
0.0% of portfolio
|
Q4 2022
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
200
shares
|
$8,672
0.0% of portfolio
|
Q1 2024
New holding
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
169
shares
|
$7,327
0.0% of portfolio
|
Q4 2023
Added 1.2%
|
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
Aug 09, 2024 Q2 2024 |
105
shares
|
$4,552
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|