Purchases and Sales Made in Q1 2022 in 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) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P 50.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3MNew |
$94.6M - $111M
|
3M
$137M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
51.8K+ 167.99% |
$1.63M - $1.91M
|
82.6K
$3.78M
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
BUY
|
- |
44.4K+ 155.06% |
$1.4M - $1.64M
|
73.1K
$3.34M
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
35.8K+ 174.37% |
$1.13M - $1.32M
|
56.3K
$2.57M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
15.4KNew |
$485K - $568K
|
15.4K
$704K
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
12.3KNew |
$387K - $453K
|
12.3K
$561K
|
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.62KNew |
$303K - $355K
|
9.62K
$440K
|
|
|
May 16, 2022
Q1 2022
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
9.52KNew |
$300K - $352K
|
9.52K
$436K
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
6.46K+ 50.3% |
$204K - $239K
|
19.3K
$883K
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.43K+ 77.68% |
$140K - $164K
|
10.1K
$463K
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.19K+ 7.29% |
$68.9K - $80.8K
|
32.2K
$1.47M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.56K+ 5.15% |
$49K - $57.5K
|
31.8K
$1.45M
|
|
|
Apr 20, 2022
Q1 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.45KNew |
$45.7K - $53.6K
|
1.45K
$66.3K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.1K+ 62.78% |
$34.8K - $40.7K
|
2.86K
$131K
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
783+ 4.29% |
$24.7K - $28.9K
|
19K
$871K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
503New |
$15.9K - $18.6K
|
503
$23K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
480New |
$15.1K - $17.7K
|
480
$22K
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
450New |
$14.2K - $16.6K
|
450
$20.6K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
203+ 2.38% |
$6.4K - $7.5K
|
8.72K
$399K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
107New |
$3.37K - $3.95K
|
107
$4.9K
|
|
|
Dec 19, 2024
Q1 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
38+ 1.9% |
$1.2K - $1.4K
|
2.04K
$93.4K
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49- 21.97% |
$1.54K - $1.81K
|
174
$7.96K
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-112- 1.54% |
$3.53K - $4.14K
|
7.14K
$327K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-934- 10.75% |
$29.4K - $34.5K
|
7.76K
$355K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4.5KClosed |
$142K - $166K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.94KClosed |
$187K - $219K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-7.23K- 67.92% |
$228K - $267K
|
3.42K
$156K
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9.01K- 9.56% |
$284K - $333K
|
85.3K
$3.9M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-35K- 94.48% |
$1.1M - $1.29M
|
2.05K
$93.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-78.4K- 36.29% |
$2.47M - $2.9M
|
138K
$6.3M
|
|
|
May 12, 2022
Q1 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.44M- 91.12% |
$266M - $312M
|
823K
$37.7M
|