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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-49- 0.64% |
$2.07K - $2.32K
|
7.6K
$345K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 0.18% |
$2.96K - $3.31K
|
39K
$1.77M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-120- 2.17% |
$5.07K - $5.67K
|
5.42K
$246K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-123- 2.26% |
$5.2K - $5.82K
|
5.32K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-125- 1.25% |
$5.28K - $5.91K
|
9.87K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-157- 1.67% |
$6.63K - $7.42K
|
9.24K
$420K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$430K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-217- 7.28% |
$9.17K - $10.3K
|
2.76K
$126K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-256- 1.18% |
$10.8K - $12.1K
|
21.5K
$976K
|
|
|
Apr 22, 2025
Q1 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-302- 4.97% |
$12.8K - $14.3K
|
5.77K
$262K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-308- 2.82% |
$13K - $14.6K
|
10.6K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-397- 1.46% |
$16.8K - $18.8K
|
26.8K
$1.22M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-615- 5.23% |
$26K - $29.1K
|
11.1K
$506K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-778- 3.25% |
$32.9K - $36.8K
|
23.1K
$1.05M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-781- 2.9% |
$33K - $36.9K
|
26.2K
$1.19M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 33.31% |
$46.8K - $52.4K
|
2.22K
$101K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 13.48% |
$63.8K - $71.4K
|
9.7K
$440K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.6K- 6.05% |
$67.5K - $75.5K
|
24.8K
$1.13M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.89K- 2.42% |
$79.6K - $89.1K
|
76K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.14K- 7.37% |
$90.5K - $101K
|
26.9K
$1.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-2.6K- 19.3% |
$110K - $123K
|
10.9K
$493K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4K- 6.71% |
$169K - $189K
|
55.6K
$2.53M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.3K- 14.77% |
$266K - $298K
|
36.4K
$1.65M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.38K- 31.34% |
$269K - $302K
|
14K
$635K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.97K- 7.44% |
$295K - $330K
|
86.8K
$3.94M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 7.43% |
$297K - $332K
|
87.6K
$3.98M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.65K- 9.19% |
$323K - $362K
|
75.6K
$3.43M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-8.97K- 9.45% |
$379K - $424K
|
86K
$3.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.4K- 91.95% |
$438K - $490K
|
907
$41.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 38.08% |
$480K - $537K
|
18.5K
$840K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-25.5K- 49.76% |
$1.08M - $1.2M
|
25.7K
$1.17M
|