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 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.48KNew |
$274K - $307K
|
6.48K
$276K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.79K+ 10.28% |
$118K - $132K
|
29.9K
$1.27M
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.19K+ 37.36% |
$92.5K - $104K
|
8.05K
$342K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
497+ 2.62% |
$21K - $23.5K
|
19.5K
$828K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-157- 1.67% |
$6.63K - $7.42K
|
9.24K
$393K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$403K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 13.48% |
$63.8K - $71.4K
|
9.7K
$413K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.97K- 7.44% |
$295K - $330K
|
86.8K
$3.69M
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 38.08% |
$480K - $537K
|
18.5K
$786K
|