Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
14.4K+ 17.47% |
$687K - $746K
|
97K
$4.94M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4K+ 14.74% |
$498K - $540K
|
81.3K
$4.14M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$389K - $422K
|
8.16K
$416K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$188K - $204K
|
3.94K
$200K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.89KNew |
$185K - $201K
|
3.89K
$198K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 17.04% |
$125K - $135K
|
18K
$914K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.39K+ 3.5% |
$66.1K - $71.8K
|
41K
$2.09M
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
610+ 5.12% |
$29.1K - $31.5K
|
12.5K
$638K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
429+ 2.29% |
$20.4K - $22.2K
|
19.1K
$974K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
290New |
$13.8K - $15K
|
290
$14.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
268+ 4.0% |
$12.8K - $13.9K
|
6.97K
$355K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
259+ 4.98% |
$12.3K - $13.4K
|
5.46K
$278K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
87+ 1.19% |
$4.14K - $4.5K
|
7.38K
$376K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
48+ 0.25% |
$2.29K - $2.48K
|
19.6K
$996K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.33K - $1.45K
|
11.8K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.25% |
$667 - $724
|
5.65K
$288K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2New |
$95.3 - $103
|
2
$102
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-8- 0.07% |
$381 - $414
|
10.7K
$545K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62- 1.16% |
$2.95K - $3.21K
|
5.26K
$268K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-94- 2.05% |
$4.48K - $4.86K
|
4.5K
$229K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-97- 9.55% |
$4.62K - $5.02K
|
919
$46.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.73% |
$9.1K - $9.88K
|
4.93K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-286- 0.96% |
$13.6K - $14.8K
|
29.5K
$1.5M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-366- 1.24% |
$17.4K - $18.9K
|
29.1K
$1.48M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-407- 6.85% |
$19.4K - $21K
|
5.54K
$282K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.35K- 25.0% |
$64.4K - $69.9K
|
4.05K
$206K
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.65K- 16.57% |
$78.6K - $85.3K
|
8.31K
$423K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 13.53% |
$166K - $180K
|
22.3K
$1.14M
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.36K- 9.06% |
$303K - $329K
|
63.8K
$3.25M
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.86K- 35.45% |
$374K - $406K
|
14.3K
$728K
|