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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.58KNew |
$250K - $314K
|
6.58K
$324K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 0.26% |
$228 - $286
|
2.28K
$112K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.69K+ 10545.71% |
$140K - $176K
|
3.73K
$183K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15K- 26.98% |
$569K - $715K
|
40.6K
$2M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
158+ 1.49% |
$5.99K - $7.54K
|
10.8K
$529K
|
|
|
Aug 14, 2025
Q2 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-3.57K- 1.55% |
$135K - $170K
|
227K
$11.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 12.43% |
$107K - $135K
|
25.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 294.16% |
$254K - $320K
|
8.98K
$442K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.91KNew |
$186K - $234K
|
4.91K
$242K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10.4K+ 1142.89% |
$393K - $494K
|
11.3K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-555- 2.06% |
$21.1K - $26.5K
|
26.4K
$1.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3KNew |
$427K - $537K
|
11.3K
$554K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-865- 4.11% |
$32.8K - $41.3K
|
20.2K
$991K
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.67K+ 33.18% |
$101K - $127K
|
10.7K
$527K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.87K+ 3.18% |
$70.9K - $89.2K
|
60.7K
$2.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$889K - $1.12M
|
23.5K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.06KNew |
$343K - $432K
|
9.06K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-23.2K- 77.63% |
$881K - $1.11M
|
6.69K
$329K
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06K+ 54.32% |
$230K - $289K
|
17.2K
$846K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 9.76% |
$135K - $169K
|
32.8K
$1.61M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-1.09K- 36.94% |
$41.3K - $51.9K
|
1.86K
$91.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
941+ 9.26% |
$35.7K - $44.9K
|
11.1K
$546K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 0.24% |
$948 - $1.19K
|
10.7K
$524K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
384+ 3.2% |
$14.6K - $18.3K
|
12.4K
$609K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
885+ 1.17% |
$33.6K - $42.2K
|
76.4K
$3.76M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
188+ 3.53% |
$7.13K - $8.97K
|
5.51K
$271K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 13.39% |
$881K - $1.11M
|
197K
$9.67M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
469+ 9.08% |
$17.8K - $22.4K
|
5.64K
$277K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 21.3% |
$43K - $54.1K
|
6.46K
$318K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$37.9 - $47.7
|
67.7K
$3.33M
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.5KNew |
$397K - $499K
|
10.5K
$514K
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.03K+ 5.23% |
$76.9K - $96.7K
|
40.8K
$2.01M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 14.0% |
$4.02K - $5.06K
|
863
$42.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-10.3K- 40.18% |
$392K - $493K
|
15.4K
$756K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235+ 13.86% |
$8.91K - $11.2K
|
1.93K
$95K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.33KNew |
$202K - $254K
|
5.33K
$262K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
266+ 103.1% |
$10.1K - $12.7K
|
524
$25.8K
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.84K+ 2.12% |
$69.8K - $87.8K
|
88.6K
$4.36M
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27+ 8.46% |
$1.02K - $1.29K
|
346
$17K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-125- 0.99% |
$4.74K - $5.96K
|
12.5K
$614K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 11.44% |
$100K - $126K
|
25.8K
$1.27M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
619+ 8.15% |
$23.5K - $29.5K
|
8.22K
$404K
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
680+ 1.74% |
$25.8K - $32.4K
|
39.7K
$1.95M
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
14+ 0.14% |
$531 - $668
|
9.84K
$484K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
31+ 0.31% |
$1.18K - $1.48K
|
9.9K
$487K
|
|
|
Aug 01, 2025
Q2 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-88- 0.54% |
$3.34K - $4.2K
|
16.3K
$803K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
266+ 19.33% |
$10.1K - $12.7K
|
1.64K
$80.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-60- 0.24% |
$2.28K - $2.86K
|
24.7K
$1.22M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-3.06K- 13.68% |
$116K - $146K
|
19.3K
$950K
|