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 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6K+ 20.34% |
$137K - $152K
|
21.3K
$967K
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-27.3K- 11.68% |
$1.04M - $1.16M
|
207K
$9.39M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 418.89% |
$1.05M - $1.17M
|
34.4K
$1.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.2K- 11.8% |
$45.6K - $50.9K
|
8.99K
$408K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.92K+ 52.9% |
$149K - $166K
|
11.3K
$515K
|
|
|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-602K- 80.3% |
$22.8M - $25.5M
|
148K
$6.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
361+ 440.24% |
$13.7K - $15.3K
|
443
$20.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
373New |
$14.1K - $15.8K
|
373
$16.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-707- 2.12% |
$26.8K - $29.9K
|
32.7K
$1.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.36KNew |
$279K - $311K
|
7.36K
$334K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.02KNew |
$38.5K - $43K
|
1.02K
$46.1K
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.1K+ 182.7% |
$3M - $3.34M
|
122K
$5.56M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.34K+ 214.09% |
$88.7K - $98.9K
|
3.43K
$156K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.5KNew |
$434K - $484K
|
11.5K
$520K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
207New |
$7.85K - $8.75K
|
207
$9.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.77KNew |
$219K - $244K
|
5.77K
$262K
|
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
442+ 4.74% |
$16.8K - $18.7K
|
9.77K
$444K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.23K- 20.37% |
$84.5K - $94.2K
|
8.71K
$396K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$180K - $200K
|
4.74K
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-321- 3.87% |
$12.2K - $13.6K
|
7.96K
$362K
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-14- 0.14% |
$531 - $592
|
10.1K
$458K
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.15K- 17.06% |
$43.4K - $48.4K
|
5.57K
$253K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.28KNew |
$200K - $223K
|
5.28K
$240K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.26KNew |
$351K - $392K
|
9.26K
$421K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.39K- 3.3% |
$49.6K - $56K
|
40.7K
$1.85M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.7 - $40.3
|
1
$45.4
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$240K - $271K
|
6.73K
$306K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.55K+ 79.4% |
$198K - $224K
|
12.5K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.56K- 14.69% |
$55.7K - $62.8K
|
9.05K
$411K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121Closed |
$4.32K - $4.88K
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.79K- 3.13% |
$99.7K - $112K
|
86.4K
$3.92M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$1.05M - $1.19M
|
29.5K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
47.1KNew |
$1.68M - $1.9M
|
47.1K
$2.14M
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-527- 6.98% |
$18.8K - $21.2K
|
7.02K
$319K
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.85K+ 26.47% |
$280K - $316K
|
37.5K
$1.7M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.02KNew |
$251K - $283K
|
7.02K
$319K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$7.14K - $8.06K
|
200
$9.08K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.5KNew |
$732K - $825K
|
20.5K
$930K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 23.36% |
$36.2K - $40.9K
|
3.33K
$151K
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
793K+ 2648.32% |
$24.7M - $29M
|
823K
$37.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$317K - $371K
|
10.2K
$462K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.85KNew |
$182K - $214K
|
5.85K
$266K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
757New |
$23.6K - $27.6K
|
757
$34.4K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.44K+ 48.77% |
$232K - $272K
|
22.7K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 4.03% |
$65.6K - $76.8K
|
50.1K
$2.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.2% |
$62.3 - $73
|
169
$7.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.51KNew |
$47K - $55.1K
|
1.51K
$68.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.57% |
$686 - $803
|
1.43K
$64.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.5KNew |
$513K - $601K
|
16.5K
$748K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28KNew |
$73.6K - $79.3K
|
2.28K
$103K
|
|