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 |
---|---|---|---|---|---|---|---|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$7.14K - $8.06K
|
200
$8.67K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
52+ 18.06% |
$1.86K - $2.1K
|
340
$14.7K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
1New |
$35.7 - $40.3
|
1
$43.4
|
|
Q4 2023 | |||||||
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
793K+ 2648.32% |
$24.7M - $29M
|
823K
$35.7M
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.5KNew |
$513K - $601K
|
16.5K
$714K
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$317K - $371K
|
10.2K
$441K
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.44K+ 48.77% |
$232K - $272K
|
22.7K
$984K
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.85KNew |
$182K - $214K
|
5.85K
$254K
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.51KNew |
$47K - $55.1K
|
1.51K
$65.4K
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
757New |
$23.6K - $27.6K
|
757
$32.8K
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
171+ 104.91% |
$5.33K - $6.24K
|
334
$14.5K
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.57% |
$686 - $803
|
1.43K
$61.8K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.2% |
$62.3 - $73
|
169
$7.33K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.5KNew |
$467K - $503K
|
14.5K
$627K
|
|
Nov 08, 2023
Q3 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
14K+ 15.47% |
$452K - $487K
|
104K
$4.53M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10KNew |
$323K - $349K
|
10K
$434K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$301K - $325K
|
9.32K
$404K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28KNew |
$73.6K - $79.3K
|
2.28K
$98.8K
|
|
Q2 2023 | |||||||
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.93KNew |
$181K - $201K
|
5.93K
$257K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$363K - $403K
|
12.9K
$557K
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$286K - $317K
|
10.1K
$439K
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$190K - $211K
|
6.75K
$292K
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
229+ 2.51% |
$6.46K - $7.17K
|
9.35K
$405K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198KNew |
$5.28M - $6.02M
|
198K
$8.59M
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.86KNew |
$103K - $118K
|
3.86K
$167K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 107.69% |
$9.33K - $10.6K
|
675
$29.3K
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$8K - $9.13K
|
300
$13K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
285New |
$7.6K - $8.67K
|
285
$12.4K
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215New |
$5.73K - $6.54K
|
215
$9.32K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
203New |
$5.41K - $6.18K
|
203
$8.8K
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.61% |
$26.7 - $30.4
|
164
$7.11K
|
|
Q3 2022 | |||||||
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.2KNew |
$274K - $333K
|
10.2K
$443K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46MNew |
$94.8M - $120M
|
3.46M
$150M
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
34.9K+ 108.3% |
$955K - $1.21M
|
67K
$2.91M
|
|
Q1 2022 | |||||||
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.1K+ 62.78% |
$34.8K - $40.7K
|
2.86K
$124K
|
|
Q4 2021 | |||||||
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
300New |
$9.88K - $11.1K
|
300
$13K
|