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 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$889K - $1.12M
|
23.5K
$1.15M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
23.2K+ 13.39% |
$881K - $1.11M
|
197K
$9.67M
|
|
|
Jul 14, 2025
Q2 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
18.7KNew |
$709K - $892K
|
18.7K
$920K
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3KNew |
$427K - $537K
|
11.3K
$554K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.5KNew |
$397K - $499K
|
10.5K
$514K
|
|
|
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
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
9.06KNew |
$343K - $432K
|
9.06K
$445K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.7K+ 294.16% |
$254K - $320K
|
8.98K
$442K
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.58KNew |
$250K - $314K
|
6.58K
$324K
|
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
BUY
|
- |
6.35K+ 24.26% |
$241K - $303K
|
32.5K
$1.6M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.06K+ 54.32% |
$230K - $289K
|
17.2K
$846K
|
|
|
Aug 08, 2025
Q2 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
5.33KNew |
$202K - $254K
|
5.33K
$262K
|
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
5.21KNew |
$197K - $248K
|
5.21K
$256K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.91KNew |
$186K - $234K
|
4.91K
$242K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
4.6KNew |
$174K - $219K
|
4.6K
$226K
|
|
|
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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.82K+ 12.43% |
$107K - $135K
|
25.5K
$1.26M
|
|
|
Aug 14, 2025
Q2 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.67K+ 33.18% |
$101K - $127K
|
10.7K
$527K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.65K+ 11.44% |
$100K - $126K
|
25.8K
$1.27M
|
|
|
Jul 15, 2025
Q2 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 22.99% |
$84.5K - $106K
|
11.9K
$586K
|
|
|
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 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 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.84K+ 2.12% |
$69.8K - $87.8K
|
88.6K
$4.36M
|
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
1.29K+ 8.29% |
$48.9K - $61.4K
|
16.8K
$828K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.13K+ 21.3% |
$43K - $54.1K
|
6.46K
$318K
|
|
|
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
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
885+ 1.17% |
$33.6K - $42.2K
|
76.4K
$3.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
680+ 1.74% |
$25.8K - $32.4K
|
39.7K
$1.95M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
619+ 8.15% |
$23.5K - $29.5K
|
8.22K
$404K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
469+ 9.08% |
$17.8K - $22.4K
|
5.64K
$277K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
384+ 3.2% |
$14.6K - $18.3K
|
12.4K
$609K
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
266+ 103.1% |
$10.1K - $12.7K
|
524
$25.8K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
266+ 19.33% |
$10.1K - $12.7K
|
1.64K
$80.8K
|
|
|
Aug 11, 2025
Q2 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
235+ 13.86% |
$8.91K - $11.2K
|
1.93K
$95K
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
188+ 3.53% |
$7.13K - $8.97K
|
5.51K
$271K
|
|
|
Jul 17, 2025
Q2 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
174+ 3.02% |
$6.6K - $8.3K
|
5.95K
$292K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
170+ 0.64% |
$6.45K - $8.11K
|
26.9K
$1.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
158+ 1.49% |
$5.99K - $7.54K
|
10.8K
$529K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 14.0% |
$4.02K - $5.06K
|
863
$42.4K
|
|
|
Jul 22, 2025
Q2 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
72+ 1.0% |
$2.73K - $3.43K
|
7.29K
$359K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
45+ 0.23% |
$1.71K - $2.15K
|
19.5K
$960K
|
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42+ 0.42% |
$1.59K - $2K
|
9.96K
$490K
|
|
|
Aug 01, 2025
Q2 2025
|
Human Investing LLC
|
BUY
|
- |
31+ 0.31% |
$1.18K - $1.48K
|
9.9K
$487K
|
|
|
Jul 11, 2025
Q2 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.06K - $1.34K
|
11.8K
$581K
|
|
|
Aug 08, 2025
Q2 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
27+ 8.46% |
$1.02K - $1.29K
|
346
$17K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 0.24% |
$948 - $1.19K
|
10.7K
$524K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
14+ 0.14% |
$531 - $668
|
9.84K
$484K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
14+ 0.22% |
$531 - $668
|
6.29K
$309K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
11+ 0.39% |
$417 - $525
|
2.84K
$140K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6+ 0.26% |
$228 - $286
|
2.28K
$112K
|