Purchases and Sales Made in Q2 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 Q2 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 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46MNew |
$94.8M - $120M
|
3.46M
$153M
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
459K+ 15.29% |
$12.6M - $16M
|
3.46M
$153M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
109KNew |
$3M - $3.8M
|
109K
$4.82M
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
BUY
|
- |
35.1KNew |
$960K - $1.22M
|
35.1K
$1.55M
|
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
34.9K+ 108.3% |
$955K - $1.21M
|
67K
$2.96M
|
|
|
Jul 06, 2022
Q2 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
32.2K+ 68.36% |
$883K - $1.12M
|
79.4K
$3.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
20.5KNew |
$562K - $713K
|
20.5K
$904K
|
|
|
Aug 12, 2022
Q2 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
15.8K+ 49.74% |
$433K - $550K
|
47.6K
$2.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
15.4K+ 80.98% |
$422K - $536K
|
34.5K
$1.52M
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.86K+ 10.73% |
$243K - $308K
|
91.4K
$4.03M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
7.6KNew |
$208K - $264K
|
7.6K
$335K
|
|
|
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.59K+ 13.48% |
$208K - $264K
|
63.8K
$2.81M
|
|
|
Aug 04, 2022
Q2 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
7.32KNew |
$200K - $254K
|
7.32K
$323K
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
7.07KNew |
$194K - $246K
|
7.07K
$312K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.71KNew |
$156K - $199K
|
5.71K
$252K
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.51K+ 220.29% |
$123K - $157K
|
6.55K
$289K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.32K+ 27.01% |
$90.8K - $115K
|
15.6K
$687K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
3.27K+ 225.38% |
$89.5K - $114K
|
4.72K
$208K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3K+ 42.07% |
$82.3K - $104K
|
10.1K
$447K
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
BUY
|
- |
2.58K+ 3.52% |
$70.5K - $89.5K
|
75.6K
$3.34M
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.49K+ 3.88% |
$68.2K - $86.6K
|
66.6K
$2.94M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.37KNew |
$64.9K - $82.4K
|
2.37K
$105K
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.18K+ 22.61% |
$59.6K - $75.6K
|
11.8K
$520K
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
1.39K+ 17.13% |
$38.2K - $48.4K
|
9.52K
$420K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
900+ 178.93% |
$24.7K - $31.3K
|
1.4K
$61.9K
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
844+ 8.33% |
$23.1K - $29.3K
|
11K
$484K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
514+ 6.63% |
$14.1K - $17.9K
|
8.27K
$365K
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
163New |
$4.46K - $5.67K
|
163
$7.19K
|
|
|
Aug 11, 2022
Q2 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
147New |
$4.03K - $5.11K
|
147
$6.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
49+ 1.43% |
$1.34K - $1.7K
|
3.47K
$153K
|
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-35- 0.4% |
$959 - $1.22K
|
8.68K
$383K
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-49- 21.97% |
$1.34K - $1.7K
|
174
$7.67K
|
|
|
Jul 18, 2022
Q2 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-391- 2.54% |
$10.7K - $13.6K
|
15K
$661K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-450Closed |
$12.3K - $15.6K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-480Closed |
$13.1K - $16.7K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.5K- 7.76% |
$41K - $52.1K
|
17.8K
$785K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.85KClosed |
$160K - $203K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.52KClosed |
$261K - $331K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-85.3KClosed |
$2.34M - $2.96M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Retirement Capital Strategies
|
SELL
|
- |
-138KClosed |
$3.77M - $4.79M
|
0
$0
|