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 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 0.26% |
$228 - $286
|
2.28K
$116K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$37.9 - $47.7
|
67.7K
$3.45M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Monument Capital Management
|
SELL
|
- |
-12- 0.22% |
$455 - $572
|
5.4K
$275K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25- 0.29% |
$948 - $1.19K
|
8.63K
$439K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43- 1.25% |
$1.63K - $2.05K
|
3.39K
$173K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60- 0.24% |
$2.28K - $2.86K
|
24.7K
$1.26M
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-88- 0.54% |
$3.34K - $4.2K
|
16.3K
$832K
|
|
|
Jul 21, 2025
Q2 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-119- 0.4% |
$4.51K - $5.68K
|
29.8K
$1.52M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125- 0.99% |
$4.74K - $5.96K
|
12.5K
$636K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-250- 2.69% |
$9.48K - $11.9K
|
9.06K
$461K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555- 2.06% |
$21.1K - $26.5K
|
26.4K
$1.34M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-690- 2.29% |
$26.2K - $32.9K
|
29.4K
$1.5M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-811- 12.15% |
$30.8K - $38.7K
|
5.87K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-865- 4.11% |
$32.8K - $41.3K
|
20.2K
$1.03M
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-984- 15.18% |
$37.3K - $46.9K
|
5.5K
$280K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 36.94% |
$41.3K - $51.9K
|
1.86K
$94.6K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1.13K- 18.05% |
$42.8K - $53.8K
|
5.13K
$261K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.33K- 12.01% |
$50.6K - $63.6K
|
9.77K
$498K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 17.25% |
$60.5K - $76.1K
|
7.65K
$389K
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-3.06K- 13.68% |
$116K - $146K
|
19.3K
$984K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.14K- 16.98% |
$119K - $150K
|
15.3K
$781K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 9.76% |
$135K - $169K
|
32.8K
$1.67M
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-3.57K- 1.55% |
$135K - $170K
|
227K
$11.6M
|
|
|
Jul 24, 2025
Q2 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-4.99K- 5.69% |
$189K - $238K
|
82.6K
$4.21M
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-7.1K- 9.11% |
$269K - $339K
|
70.9K
$3.61M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-10.3K- 40.18% |
$392K - $493K
|
15.4K
$783K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15K- 26.98% |
$569K - $715K
|
40.6K
$2.07M
|
|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-15.8K- 18.35% |
$599K - $753K
|
70.2K
$3.57M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-23.2K- 77.63% |
$881K - $1.11M
|
6.69K
$341K
|