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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-602K- 80.3% |
$22.8M - $25.5M
|
148K
$6.24M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-32K- 82.94% |
$1.21M - $1.35M
|
6.58K
$278K
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
SELL
|
- |
-27.3K- 11.68% |
$1.04M - $1.16M
|
207K
$8.72M
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-11K- 9.98% |
$416K - $464K
|
99.1K
$4.18M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-5.59K- 12.41% |
$212K - $237K
|
39.5K
$1.67M
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-4.65K- 41.05% |
$176K - $197K
|
6.68K
$282K
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-3.16K- 7.96% |
$120K - $134K
|
36.5K
$1.54M
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.23K- 20.37% |
$84.5K - $94.2K
|
8.71K
$368K
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.2K- 11.8% |
$45.6K - $50.9K
|
8.99K
$380K
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.15K- 17.06% |
$43.4K - $48.4K
|
5.57K
$235K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
SELL
|
- |
-1.02K- 5.27% |
$38.5K - $43K
|
18.3K
$771K
|
|
Jul 19, 2024
Q2 2024
|
Monument Capital Management
|
SELL
|
- |
-735- 13.02% |
$27.9K - $31.1K
|
4.91K
$207K
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-707- 2.12% |
$26.8K - $29.9K
|
32.7K
$1.38M
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-642- 5.28% |
$24.3K - $27.1K
|
11.5K
$487K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-477- 3.81% |
$18.1K - $20.2K
|
12.1K
$509K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-453- 4.05% |
$17.2K - $19.2K
|
10.7K
$453K
|
|
Jul 16, 2024
Q2 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-416- 5.34% |
$15.8K - $17.6K
|
7.38K
$311K
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-321- 3.87% |
$12.2K - $13.6K
|
7.96K
$336K
|
|
Aug 05, 2024
Q2 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-183- 0.67% |
$6.94K - $7.74K
|
27.1K
$1.14M
|
|
Jul 12, 2024
Q2 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-172- 2.61% |
$6.52K - $7.27K
|
6.43K
$271K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-24- 0.35% |
$910 - $1.01K
|
6.75K
$285K
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
SELL
|
- |
-14- 0.14% |
$531 - $592
|
10.1K
$426K
|
|
Q1 2024 | |||||||
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.79K- 3.13% |
$99.7K - $112K
|
86.4K
$3.65M
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.56K- 14.69% |
$55.7K - $62.8K
|
9.05K
$382K
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 23.36% |
$36.2K - $40.9K
|
3.33K
$140K
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-527- 6.98% |
$18.8K - $21.2K
|
7.02K
$297K
|
|
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
$2.11M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-695- 6.6% |
$22.4K - $24.2K
|
9.83K
$415K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-400Closed |
$12.2K - $13.5K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3- 0.11% |
$91.4 - $101
|
2.66K
$112K
|
|
Q4 2022 | |||||||
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 95.91% |
$111K - $122K
|
171
$7.22K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-88- 1.87% |
$2.44K - $2.86K
|
4.63K
$195K
|
|
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
$6.8K
|
|
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
$1.35M
|