Latest Institutional Purchases of Ishares Tr Esg Screened S&P 50 (XVV)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P 50 (XVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$709K - $892K
|
18.7K
$891K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.6KNew |
$174K - $219K
|
4.6K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 22.99% |
$84.5K - $106K
|
11.9K
$568K
|
|
|
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 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$1.71K - $2.15K
|
19.5K
$930K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.06K - $1.34K
|
11.8K
$563K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
14+ 0.22% |
$531 - $668
|
6.29K
$299K
|
|
| Q1 2025 | |||||||
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.8K+ 20.75% |
$1.26M - $1.41M
|
173K
$8.26M
|
|
|
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
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.7K+ 325.38% |
$663K - $743K
|
20.5K
$978K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.6KNew |
$448K - $502K
|
10.6K
$505K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 81.1% |
$423K - $474K
|
22.4K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6.58KNew |
$278K - $311K
|
6.58K
$313K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
5.32KNew |
$225K - $252K
|
5.32K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.46K+ 97.61% |
$188K - $211K
|
9.03K
$430K
|
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
BUY
|
- |
3.51K+ 18.82% |
$148K - $166K
|
22.2K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.95KNew |
$124K - $139K
|
2.95K
$140K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.79K+ 10.28% |
$118K - $132K
|
29.9K
$1.43M
|
|
|
May 05, 2025
Q1 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
2.41KNew |
$102K - $114K
|
2.41K
$115K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.19K+ 37.36% |
$92.5K - $104K
|
8.05K
$383K
|
|
|
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 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.04K+ 7.24% |
$86K - $96.2K
|
30.1K
$1.44M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.47K+ 10.42% |
$62K - $69.4K
|
15.5K
$740K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46KNew |
$61.5K - $68.9K
|
1.46K
$69.4K
|
|
|
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 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.36K+ 4.55% |
$57.4K - $64.3K
|
31.2K
$1.49M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
820+ 4.06% |
$34.6K - $38.8K
|
21K
$1M
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
801+ 5.13% |
$33.8K - $37.9K
|
16.4K
$782K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
575+ 4.78% |
$24.3K - $27.2K
|
12.6K
$601K
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
545+ 5.82% |
$23K - $25.8K
|
9.92K
$472K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
406+ 1.06% |
$17.1K - $19.2K
|
38.7K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
359New |
$15.2K - $17K
|
359
$17.1K
|
|
|
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 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
321+ 3.17% |
$13.6K - $15.2K
|
10.5K
$498K
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13.1K - $14.7K
|
310
$14.8K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
293+ 27.05% |
$12.4K - $13.9K
|
1.38K
$65.6K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
230+ 2.66% |
$9.72K - $10.9K
|
8.89K
$423K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
163+ 6.12% |
$6.89K - $7.71K
|
2.83K
$135K
|
|
|
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
|
|
|
May 14, 2025
Q1 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
118+ 0.4% |
$4.98K - $5.58K
|
29.9K
$1.42M
|
|
|
May 09, 2025
Q1 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
55+ 27.09% |
$2.32K - $2.6K
|
258
$12.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 0.61% |
$1.86K - $2.08K
|
7.22K
$344K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
35New |
$1.48K - $1.66K
|
35
$1.67K
|
|
|
May 09, 2025
Q1 2025
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
22+ 0.33% |
$929 - $1.04K
|
6.76K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3+ 0.13% |
$127 - $142
|
2.27K
$108K
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$42.2 - $47.3
|
67.7K
$3.22M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$718K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.31KNew |
$406K - $438K
|
9.31K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 115.43% |
$281K - $302K
|
12K
$571K
|
|