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 |
---|---|---|---|---|---|---|---|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.1K+ 182.7% |
$3M - $3.34M
|
122K
$5.16M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
27.7K+ 418.89% |
$1.05M - $1.17M
|
34.4K
$1.45M
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
BUY
|
- |
18.5K+ 45.95% |
$700K - $780K
|
58.6K
$2.47M
|
|
Jul 26, 2024
Q2 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
11.7KNew |
$443K - $494K
|
11.7K
$493K
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.7K+ 17.62% |
$442K - $493K
|
77.9K
$3.29M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.5KNew |
$434K - $484K
|
11.5K
$484K
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
9.26KNew |
$351K - $392K
|
9.26K
$391K
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
8.71KNew |
$330K - $368K
|
8.71K
$368K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.51K+ 48.12% |
$285K - $317K
|
23.1K
$976K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.36KNew |
$279K - $311K
|
7.36K
$311K
|
|
Jul 30, 2024
Q2 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
5.77KNew |
$219K - $244K
|
5.77K
$244K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.28KNew |
$200K - $223K
|
5.28K
$223K
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.87KNew |
$185K - $206K
|
4.87K
$206K
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.82KNew |
$183K - $204K
|
4.82K
$203K
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$180K - $200K
|
4.74K
$200K
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.1K+ 51.38% |
$156K - $174K
|
12.1K
$511K
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.92K+ 52.9% |
$149K - $166K
|
11.3K
$479K
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.62K+ 40.61% |
$137K - $153K
|
12.5K
$530K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6K+ 20.34% |
$137K - $152K
|
21.3K
$899K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.97K+ 6.28% |
$113K - $126K
|
50.3K
$2.12M
|
|
Jul 24, 2024
Q2 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
2.78K+ 2.89% |
$105K - $118K
|
99.2K
$4.19M
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5KNew |
$94.8K - $106K
|
2.5K
$106K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.5K+ 15.44% |
$94.7K - $106K
|
18.7K
$789K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.34K+ 214.09% |
$88.7K - $98.9K
|
3.43K
$145K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.05K+ 9.95% |
$77.8K - $86.8K
|
22.7K
$958K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.39K+ 3.42% |
$52.7K - $58.7K
|
42.1K
$1.78M
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.02KNew |
$38.5K - $43K
|
1.02K
$42.9K
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.01K+ 3.99% |
$38.4K - $42.8K
|
26.4K
$1.11M
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
502+ 6.83% |
$19K - $21.2K
|
7.86K
$332K
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
496+ 3.52% |
$18.8K - $21K
|
14.6K
$616K
|
|
Jul 30, 2024
Q2 2024
|
Navalign, LLC
|
BUY
|
- |
442+ 4.74% |
$16.8K - $18.7K
|
9.77K
$412K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
373New |
$14.1K - $15.8K
|
373
$15.7K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
361+ 440.24% |
$13.7K - $15.3K
|
443
$18.7K
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
268+ 4.76% |
$10.2K - $11.3K
|
5.9K
$249K
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
207New |
$7.85K - $8.75K
|
207
$8.74K
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
197+ 1.88% |
$7.47K - $8.33K
|
10.7K
$450K
|
|
Aug 12, 2024
Q2 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
156+ 0.18% |
$5.92K - $6.6K
|
84.9K
$3.59M
|
|
Aug 14, 2024
Q2 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
117+ 0.39% |
$4.44K - $4.95K
|
29.8K
$1.26M
|
|
Aug 09, 2024
Q2 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
105New |
$3.98K - $4.44K
|
105
$4.43K
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
38+ 0.64% |
$1.44K - $1.61K
|
5.94K
$251K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
12+ 0.22% |
$455 - $507
|
5.43K
$229K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
BUY
|
- |
47.1KNew |
$1.68M - $1.9M
|
47.1K
$1.99M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
29.5KNew |
$1.05M - $1.19M
|
29.5K
$1.25M
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.5KNew |
$732K - $825K
|
20.5K
$865K
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.85K+ 26.47% |
$280K - $316K
|
37.5K
$1.58M
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.02KNew |
$251K - $283K
|
7.02K
$297K
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$240K - $271K
|
6.73K
$284K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.55K+ 79.4% |
$198K - $224K
|
12.5K
$529K
|
|
Apr 30, 2024
Q1 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
3.35KNew |
$120K - $135K
|
3.35K
$141K
|