Latest Institutional Transactions on Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P 50 (XVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-15.8K- 18.35% |
$599K - $753K
|
70.2K
$3.34M
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
174+ 3.02% |
$6.6K - $8.3K
|
5.95K
$283K
|
|
|
Jul 17, 2025
Q2 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-7.1K- 9.11% |
$269K - $339K
|
70.9K
$3.38M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 17.25% |
$60.5K - $76.1K
|
7.65K
$364K
|
|
|
Jul 16, 2025
Q2 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-1.13K- 18.05% |
$42.8K - $53.8K
|
5.13K
$244K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.6KNew |
$174K - $219K
|
4.6K
$219K
|
|
|
Jul 16, 2025
Q2 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-25- 0.29% |
$948 - $1.19K
|
8.63K
$411K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
14+ 0.22% |
$531 - $668
|
6.29K
$299K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 22.99% |
$84.5K - $106K
|
11.9K
$568K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$1.71K - $2.15K
|
19.5K
$930K
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$709K - $892K
|
18.7K
$891K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.06K - $1.34K
|
11.8K
$563K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-811- 12.15% |
$30.8K - $38.7K
|
5.87K
$279K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
SELL
|
- |
-984- 15.18% |
$37.3K - $46.9K
|
5.5K
$262K
|
|
|
Jul 09, 2025
Q2 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-3.14K- 16.98% |
$119K - $150K
|
15.3K
$731K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Human Investing LLC
|
SELL
|
- |
-125- 1.25% |
$5.28K - $5.91K
|
9.87K
$470K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$448K - $502K
|
10.6K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-2.14K- 7.37% |
$90.5K - $101K
|
26.9K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.13% |
$127 - $142
|
2.27K
$108K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-256- 1.18% |
$10.8K - $12.1K
|
21.5K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-615- 5.23% |
$26K - $29.1K
|
11.1K
$531K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.3K- 14.77% |
$266K - $298K
|
36.4K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 81.1% |
$423K - $474K
|
22.4K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-4K- 6.71% |
$169K - $189K
|
55.6K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13.1K - $14.7K
|
310
$14.8K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.38K- 31.34% |
$269K - $302K
|
14K
$665K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95KNew |
$124K - $139K
|
2.95K
$140K
|
|
|
May 14, 2025
Q1 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-25.5K- 49.76% |
$1.08M - $1.2M
|
25.7K
$1.23M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
820+ 4.06% |
$34.6K - $38.8K
|
21K
$1M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7- 0.03% |
$296 - $331
|
22.7K
$1.08M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 325.38% |
$663K - $743K
|
20.5K
$978K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Becker Capital Management Inc
|
BUY
|
- |
27.2K+ 13.4% |
$1.15M - $1.29M
|
231K
$11M
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
118+ 0.4% |
$4.98K - $5.58K
|
29.9K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
359New |
$15.2K - $17K
|
359
$17.1K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$1.48K - $1.66K
|
35
$1.67K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.41K+ 2.45% |
$59.3K - $66.4K
|
58.8K
$2.8M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.89K- 2.42% |
$79.6K - $89.1K
|
76K
$3.62M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.46K+ 97.61% |
$188K - $211K
|
9.03K
$430K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
406+ 1.06% |
$17.1K - $19.2K
|
38.7K
$1.85M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-778- 3.25% |
$32.9K - $36.8K
|
23.1K
$1.1M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
55+ 27.09% |
$2.32K - $2.6K
|
258
$12.3K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-123- 2.26% |
$5.2K - $5.82K
|
5.32K
$254K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
22+ 0.33% |
$929 - $1.04K
|
6.76K
$322K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$42.2 - $47.3
|
67.7K
$3.22M
|
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-7.65K- 9.19% |
$323K - $362K
|
75.6K
$3.6M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.36K+ 4.55% |
$57.4K - $64.3K
|
31.2K
$1.49M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
163+ 6.12% |
$6.89K - $7.71K
|
2.83K
$135K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.51K+ 18.82% |
$148K - $166K
|
22.2K
$1.06M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-781- 2.9% |
$33K - $36.9K
|
26.2K
$1.25M
|
|