Purchases and Sales Made in Q1 2024 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 2024. 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 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
628K+ 517.38% |
$22.4M - $25.3M
|
750K
$33.1M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
47.1KNew |
$1.68M - $1.9M
|
47.1K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.6KNew |
$1.38M - $1.55M
|
38.6K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
37.5K+ 1403.63% |
$1.34M - $1.51M
|
40.2K
$1.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
32.1K+ 210.29% |
$1.15M - $1.29M
|
47.3K
$2.09M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$1.05M - $1.19M
|
29.5K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
27.3KNew |
$974K - $1.1M
|
27.3K
$1.2M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
23.5K+ 136.49% |
$838K - $946K
|
40.7K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.5KNew |
$732K - $825K
|
20.5K
$903K
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
17.4K+ 63.11% |
$623K - $703K
|
45.1K
$1.99M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
12.5KNew |
$448K - $505K
|
12.5K
$553K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
10.9K+ 33.55% |
$388K - $438K
|
43.3K
$1.91M
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
9.79K+ 4.36% |
$350K - $394K
|
234K
$10.3M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
7.99KNew |
$285K - $322K
|
7.99K
$352K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.85K+ 26.47% |
$280K - $316K
|
37.5K
$1.65M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.36KNew |
$263K - $296K
|
7.36K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.02KNew |
$251K - $283K
|
7.02K
$310K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$240K - $271K
|
6.73K
$297K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
6.62KNew |
$237K - $267K
|
6.62K
$292K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
5.63KNew |
$201K - $227K
|
5.63K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.55K+ 79.4% |
$198K - $224K
|
12.5K
$553K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
5.42KNew |
$193K - $218K
|
5.42K
$239K
|
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.35KNew |
$120K - $135K
|
3.35K
$148K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.29K+ 94.38% |
$118K - $133K
|
6.78K
$299K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.94K+ 14.21% |
$69.3K - $78.2K
|
15.6K
$688K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
BUY
|
- |
1.5K+ 17.48% |
$53.7K - $60.6K
|
10.1K
$445K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.47K+ 24.8% |
$52.7K - $59.4K
|
7.42K
$327K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
1.02K+ 7.8% |
$36.5K - $41.1K
|
14.1K
$622K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
910+ 11.35% |
$32.5K - $36.7K
|
8.93K
$394K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
826+ 7.28% |
$29.5K - $33.3K
|
12.2K
$537K
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
670+ 7.03% |
$23.9K - $27K
|
10.2K
$449K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
538+ 3.44% |
$19.2K - $21.7K
|
16.2K
$713K
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
250+ 0.63% |
$8.93K - $10.1K
|
39.7K
$1.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$7.14K - $8.06K
|
200
$8.82K
|
|
|
May 13, 2024
Q1 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
123+ 0.15% |
$4.39K - $4.96K
|
84.8K
$3.74M
|
|
|
Apr 09, 2024
Q1 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
120+ 2.08% |
$4.29K - $4.83K
|
5.9K
$260K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
52+ 18.06% |
$1.86K - $2.1K
|
340
$15K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
38+ 86.36% |
$1.36K - $1.53K
|
82
$3.62K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
31+ 0.18% |
$1.11K - $1.25K
|
17.7K
$780K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.7 - $40.3
|
1
$44.1
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.7 - $40.3
|
1
$44.1
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.7 - $40.3
|
1
$44.1
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 12, 2024
Q1 2024
|
Navalign, LLC
|
SELL
|
- |
-18- 0.19% |
$643 - $725
|
9.33K
$411K
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-36- 0.32% |
$1.29K - $1.45K
|
11.3K
$500K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-106- 1.58% |
$3.79K - $4.27K
|
6.6K
$291K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121Closed |
$4.32K - $4.88K
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-199- 1.79% |
$7.11K - $8.02K
|
10.9K
$482K
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-261- 3.05% |
$9.32K - $10.5K
|
8.29K
$365K
|
|
|
May 01, 2024
Q1 2024
|
Better Money Decisions, LLC
|
SELL
|
- |
-277- 0.29% |
$9.89K - $11.2K
|
96.4K
$4.25M
|