Purchases and Sales Made in Q4 2023 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 Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.02K- 8.22% |
$31.7K - $37.1K
|
11.3K
$500K
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
SELL
|
- |
-1.04K- 14.34% |
$32.4K - $37.9K
|
6.2K
$273K
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-1.25K- 5.78% |
$38.9K - $45.6K
|
20.4K
$898K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.87K- 23.96% |
$58.4K - $68.4K
|
5.94K
$262K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 4.03% |
$65.6K - $76.8K
|
50.1K
$2.21M
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.69K- 68.01% |
$208K - $244K
|
3.14K
$139K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Capital Strategies
|
SELL
|
- |
-7.4K- 5.75% |
$231K - $270K
|
121K
$5.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-22.3K- 66.73% |
$696K - $815K
|
11.1K
$491K
|
|
|
Feb 07, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-793K- 96.36% |
$24.7M - $29M
|
29.9K
$1.32M
|