Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$889K - $1.12M
|
23.5K
$1.19M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 13.39% |
$881K - $1.11M
|
197K
$10M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$709K - $892K
|
18.7K
$952K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3KNew |
$427K - $537K
|
11.3K
$573K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.5KNew |
$397K - $499K
|
10.5K
$533K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 1142.89% |
$393K - $494K
|
11.3K
$574K
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
9.25KNew |
$351K - $441K
|
9.25K
$471K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.06KNew |
$343K - $432K
|
9.06K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 294.16% |
$254K - $320K
|
8.98K
$457K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.58KNew |
$250K - $314K
|
6.58K
$335K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.35K+ 24.26% |
$241K - $303K
|
32.5K
$1.66M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06K+ 54.32% |
$230K - $289K
|
17.2K
$876K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.33KNew |
$202K - $254K
|
5.33K
$271K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
5.21KNew |
$197K - $248K
|
5.21K
$265K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.91KNew |
$186K - $234K
|
4.91K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.6KNew |
$174K - $219K
|
4.6K
$234K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 10545.71% |
$140K - $176K
|
3.73K
$190K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 12.43% |
$107K - $135K
|
25.5K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.67K+ 33.18% |
$101K - $127K
|
10.7K
$546K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 11.44% |
$100K - $126K
|
25.8K
$1.31M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 22.99% |
$84.5K - $106K
|
11.9K
$607K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 5.23% |
$76.9K - $96.7K
|
40.8K
$2.08M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.87K+ 3.18% |
$70.9K - $89.2K
|
60.7K
$3.09M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.84K+ 2.12% |
$69.8K - $87.8K
|
88.6K
$4.51M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29K+ 8.29% |
$48.9K - $61.4K
|
16.8K
$857K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 21.3% |
$43K - $54.1K
|
6.46K
$329K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
941+ 9.26% |
$35.7K - $44.9K
|
11.1K
$566K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
885+ 1.17% |
$33.6K - $42.2K
|
76.4K
$3.89M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
680+ 1.74% |
$25.8K - $32.4K
|
39.7K
$2.02M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
619+ 8.15% |
$23.5K - $29.5K
|
8.22K
$418K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
469+ 9.08% |
$17.8K - $22.4K
|
5.64K
$287K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
384+ 3.2% |
$14.6K - $18.3K
|
12.4K
$630K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
266+ 19.33% |
$10.1K - $12.7K
|
1.64K
$83.6K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
266+ 103.1% |
$10.1K - $12.7K
|
524
$26.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235+ 13.86% |
$8.91K - $11.2K
|
1.93K
$98.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
188+ 3.53% |
$7.13K - $8.97K
|
5.51K
$281K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
174+ 3.02% |
$6.6K - $8.3K
|
5.95K
$303K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
170+ 0.64% |
$6.45K - $8.11K
|
26.9K
$1.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
158+ 1.49% |
$5.99K - $7.54K
|
10.8K
$548K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 14.0% |
$4.02K - $5.06K
|
863
$43.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
72+ 1.0% |
$2.73K - $3.43K
|
7.29K
$371K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$1.71K - $2.15K
|
19.5K
$994K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42+ 0.42% |
$1.59K - $2K
|
9.96K
$507K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
31+ 0.31% |
$1.18K - $1.48K
|
9.9K
$504K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.06K - $1.34K
|
11.8K
$601K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27+ 8.46% |
$1.02K - $1.29K
|
346
$17.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 0.24% |
$948 - $1.19K
|
10.7K
$543K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
14+ 0.14% |
$531 - $668
|
9.84K
$501K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
14+ 0.22% |
$531 - $668
|
6.29K
$320K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.39% |
$417 - $525
|
2.84K
$144K
|