Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2025
Q1 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
78KNew |
$3.29M - $3.69M
|
78K
$3.54M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 20.75% |
$1.26M - $1.41M
|
173K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
27.2K+ 13.4% |
$1.15M - $1.29M
|
231K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 325.38% |
$663K - $743K
|
20.5K
$933K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$448K - $502K
|
10.6K
$482K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 81.1% |
$423K - $474K
|
22.4K
$1.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6.58KNew |
$278K - $311K
|
6.58K
$299K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.48KNew |
$274K - $307K
|
6.48K
$295K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.32KNew |
$225K - $252K
|
5.32K
$242K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.98K+ 96.08% |
$210K - $236K
|
10.2K
$462K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.46K+ 97.61% |
$188K - $211K
|
9.03K
$410K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.51K+ 18.82% |
$148K - $166K
|
22.2K
$1.01M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95KNew |
$124K - $139K
|
2.95K
$134K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.79K+ 10.28% |
$118K - $132K
|
29.9K
$1.36M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.41KNew |
$102K - $114K
|
2.41K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
2.31K+ 36.3% |
$97.4K - $109K
|
8.66K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.19K+ 37.36% |
$92.5K - $104K
|
8.05K
$366K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.06K+ 10.14% |
$87.1K - $97.5K
|
22.4K
$1.02M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 7.24% |
$86K - $96.2K
|
30.1K
$1.37M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47K+ 10.42% |
$62K - $69.4K
|
15.5K
$706K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46KNew |
$61.5K - $68.9K
|
1.46K
$66.1K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41K+ 2.45% |
$59.3K - $66.4K
|
58.8K
$2.67M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.36K+ 4.55% |
$57.4K - $64.3K
|
31.2K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
820+ 4.06% |
$34.6K - $38.8K
|
21K
$955K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
801+ 5.13% |
$33.8K - $37.9K
|
16.4K
$746K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 4.78% |
$24.3K - $27.2K
|
12.6K
$573K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
545+ 5.82% |
$23K - $25.8K
|
9.92K
$450K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
497+ 2.62% |
$21K - $23.5K
|
19.5K
$885K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
406+ 1.06% |
$17.1K - $19.2K
|
38.7K
$1.76M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
359New |
$15.2K - $17K
|
359
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
353+ 26.28% |
$14.9K - $16.7K
|
1.7K
$77K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
321+ 3.17% |
$13.6K - $15.2K
|
10.5K
$475K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13.1K - $14.7K
|
310
$14.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297+ 4.66% |
$12.5K - $14K
|
6.68K
$303K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
293+ 27.05% |
$12.4K - $13.9K
|
1.38K
$62.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
230+ 2.66% |
$9.72K - $10.9K
|
8.89K
$404K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
163+ 6.12% |
$6.89K - $7.71K
|
2.83K
$128K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
125+ 3.88% |
$5.28K - $5.91K
|
3.35K
$152K
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
118+ 0.4% |
$4.98K - $5.58K
|
29.9K
$1.36M
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
70+ 1.13% |
$2.96K - $3.31K
|
6.25K
$284K
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
55+ 27.09% |
$2.32K - $2.6K
|
258
$11.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 0.61% |
$1.86K - $2.08K
|
7.22K
$328K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$1.48K - $1.66K
|
35
$1.59K
|
|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.26% |
$1.27K - $1.42K
|
11.8K
$535K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
22+ 0.33% |
$929 - $1.04K
|
6.76K
$307K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
16+ 0.26% |
$676 - $757
|
6.27K
$285K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.13% |
$127 - $142
|
2.27K
$103K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$42.2 - $47.3
|
67.7K
$3.07M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7- 0.03% |
$296 - $331
|
22.7K
$1.03M
|