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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 20.75% |
$1.26M - $1.41M
|
173K
$8.26M
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
293+ 27.05% |
$12.4K - $13.9K
|
1.38K
$65.6K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 4.78% |
$24.3K - $27.2K
|
12.6K
$601K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46KNew |
$61.5K - $68.9K
|
1.46K
$69.4K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
353+ 26.28% |
$14.9K - $16.7K
|
1.7K
$80.8K
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.41KNew |
$102K - $114K
|
2.41K
$115K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-308- 2.82% |
$13K - $14.6K
|
10.6K
$507K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.32KNew |
$225K - $252K
|
5.32K
$254K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47K+ 10.42% |
$62K - $69.4K
|
15.5K
$740K
|
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
BUY
|
- |
2.06K+ 10.14% |
$87.1K - $97.5K
|
22.4K
$1.07M
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
321+ 3.17% |
$13.6K - $15.2K
|
10.5K
$498K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-217- 7.28% |
$9.17K - $10.3K
|
2.76K
$132K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 33.31% |
$46.8K - $52.4K
|
2.22K
$106K
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-70- 0.18% |
$2.96K - $3.31K
|
39K
$1.86M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-49- 0.64% |
$2.07K - $2.32K
|
7.6K
$362K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 7.24% |
$86K - $96.2K
|
30.1K
$1.44M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-397- 1.46% |
$16.8K - $18.8K
|
26.8K
$1.27M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-7.03K- 7.43% |
$297K - $332K
|
87.6K
$4.17M
|
|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-120- 2.17% |
$5.07K - $5.67K
|
5.42K
$258K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.4K- 91.95% |
$438K - $490K
|
907
$43.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
545+ 5.82% |
$23K - $25.8K
|
9.92K
$472K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
801+ 5.13% |
$33.8K - $37.9K
|
16.4K
$782K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6.58KNew |
$278K - $311K
|
6.58K
$313K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.6K- 6.05% |
$67.5K - $75.5K
|
24.8K
$1.18M
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
230+ 2.66% |
$9.72K - $10.9K
|
8.89K
$423K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.79K+ 10.28% |
$118K - $132K
|
29.9K
$1.43M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 0.61% |
$1.86K - $2.08K
|
7.22K
$344K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
125+ 3.88% |
$5.28K - $5.91K
|
3.35K
$160K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.97K- 7.44% |
$295K - $330K
|
86.8K
$4.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$451K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.19K+ 37.36% |
$92.5K - $104K
|
8.05K
$383K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.97K- 39.01% |
$173K - $187K
|
6.2K
$295K
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
53+ 0.54% |
$2.31K - $2.49K
|
9.82K
$468K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$222K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 115.43% |
$281K - $302K
|
12K
$571K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.31KNew |
$406K - $438K
|
9.31K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 991.96% |
$162K - $174K
|
4.07K
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.68M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 21.11% |
$1.83K - $1.98K
|
241
$11.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
319New |
$13.9K - $15K
|
319
$15.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$699 - $753
|
5.17K
$246K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$77.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2K+ 21.59% |
$87.3K - $94.1K
|
11.3K
$537K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$718K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$303K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.45K- 5.2% |
$97.3K - $108K
|
44.6K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$1.58M - $1.75M
|
39.7K
$1.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125New |
$4.96K - $5.53K
|
125
$5.96K
|
|