Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 76.55% |
$688K - $741K
|
4.83K
$228K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 25.8% |
$442K - $476K
|
29.1K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-5.15K- 15.96% |
$225K - $242K
|
27.1K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.2K- 3.7% |
$140K - $151K
|
83.2K
$3.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.95K- 3.01% |
$129K - $139K
|
95K
$4.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.47K- 3.52% |
$108K - $116K
|
67.7K
$3.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.37K- 4.43% |
$103K - $111K
|
51.2K
$2.42M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$301K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 25.74% |
$69.2K - $74.5K
|
4.57K
$216K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-891- 14.67% |
$38.9K - $41.9K
|
5.18K
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-380- 1.26% |
$16.6K - $17.9K
|
29.9K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-376- 1.98% |
$16.4K - $17.7K
|
18.6K
$882K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-367- 7.29% |
$16K - $17.3K
|
4.67K
$221K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-223- 1.94% |
$9.74K - $10.5K
|
11.3K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$415K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-213- 3.07% |
$9.3K - $10K
|
6.74K
$319K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.0% |
$8.34K - $8.98K
|
6.18K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-165- 2.53% |
$7.21K - $7.76K
|
6.35K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-90- 0.89% |
$3.93K - $4.23K
|
10K
$473K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-87- 0.92% |
$3.8K - $4.09K
|
9.37K
$443K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75- 0.62% |
$3.28K - $3.53K
|
12K
$569K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.0% |
$1.18K - $1.27K
|
2.66K
$126K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.1% |
$1.14K - $1.22K
|
26.4K
$1.25M
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.61K- 9.16% |
$183K - $204K
|
45.7K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.45K- 5.2% |
$97.3K - $108K
|
44.6K
$2.11M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.32K- 12.33% |
$52.5K - $58.5K
|
9.4K
$445K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-503- 1.86% |
$20K - $22.2K
|
26.6K
$1.26M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-374- 4.29% |
$14.9K - $16.5K
|
8.34K
$394K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-311- 9.45% |
$12.3K - $13.8K
|
2.98K
$141K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-125- 3.73% |
$4.96K - $5.53K
|
3.23K
$153K
|
|
| Q2 2024 | |||||||
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.23K- 20.37% |
$84.5K - $94.2K
|
8.71K
$412K
|
|
| Q1 2024 | |||||||
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 23.36% |
$36.2K - $40.9K
|
3.33K
$157K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-121Closed |
$4.32K - $4.88K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-2.1K- 4.03% |
$65.6K - $76.8K
|
50.1K
$2.37M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-695- 6.6% |
$22.4K - $24.2K
|
9.83K
$465K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400Closed |
$12.2K - $13.5K
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 95.91% |
$107K - $122K
|
171
$8.09K
|
|
| Q3 2022 | |||||||
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-88- 1.87% |
$2.36K - $2.86K
|
4.63K
$219K
|
|
| Q2 2022 | |||||||
|
Aug 08, 2022
Q2 2022
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-9.52KClosed |
$261K - $331K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-5.85KClosed |
$160K - $203K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-450Closed |
$12.3K - $15.6K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-62- 27.8% |
$2.04K - $2.3K
|
161
$7.61K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.7KClosed |
$419K - $450K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-104- 0.32% |
$3.19K - $3.43K
|
31.9K
$1.51M
|
|