Purchases and Sales Made in Q1 2023 in Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P 50 (XVV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P 50.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2023
Q1 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
43.6K+ 119.65% |
$1.23M - $1.37M
|
80.1K
$3.76M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
13.2K+ 23.68% |
$371K - $412K
|
68.8K
$3.23M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
12.9KNew |
$363K - $403K
|
12.9K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$286K - $317K
|
10.1K
$475K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10.1KNew |
$284K - $316K
|
10.1K
$473K
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
7.87KNew |
$222K - $247K
|
7.87K
$370K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$190K - $211K
|
6.75K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.49KNew |
$183K - $203K
|
6.49K
$305K
|
|
|
May 12, 2023
Q1 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.49K+ 5.62% |
$127K - $141K
|
84.3K
$3.96M
|
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
3.04K+ 3.76% |
$85.6K - $95.1K
|
83.7K
$3.93M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
2.92K+ 9.94% |
$82.5K - $91.6K
|
32.3K
$1.52M
|
|
|
May 04, 2023
Q1 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.53K+ 7.28% |
$71.3K - $79.2K
|
37.3K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.11K+ 137.45% |
$31.4K - $34.8K
|
1.92K
$90.2K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.02K+ 9.58% |
$28.7K - $31.9K
|
11.6K
$546K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
778+ 12.93% |
$21.9K - $24.4K
|
6.8K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
648+ 0.55% |
$18.3K - $20.3K
|
118K
$5.52M
|
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
551+ 12.12% |
$15.5K - $17.3K
|
5.1K
$239K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
503+ 188.39% |
$14.2K - $15.8K
|
770
$36.2K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
321+ 3.49% |
$9.06K - $10.1K
|
9.52K
$447K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
288New |
$8.12K - $9.02K
|
288
$13.5K
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
251+ 3.32% |
$7.08K - $7.86K
|
7.82K
$367K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
229+ 2.51% |
$6.46K - $7.17K
|
9.35K
$439K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
167New |
$4.71K - $5.23K
|
167
$7.84K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
66New |
$1.86K - $2.07K
|
66
$3.1K
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47+ 0.25% |
$1.33K - $1.47K
|
18.5K
$869K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 1.49% |
$28.2 - $31.3
|
66
$3.1K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-17- 0.14% |
$480 - $533
|
11.7K
$551K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
SELL
|
- |
-242- 2.67% |
$6.83K - $7.58K
|
8.83K
$415K
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-771- 9.58% |
$21.7K - $24.2K
|
7.27K
$342K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.06K- 6.49% |
$30K - $33.3K
|
15.3K
$720K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-1.4K- 11.74% |
$39.5K - $43.9K
|
10.5K
$494K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.4K- 11.74% |
$39.5K - $43.9K
|
10.5K
$494K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.18K- 23.4% |
$89.6K - $99.5K
|
10.4K
$488K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-5.51K- 67.4% |
$155K - $173K
|
2.67K
$125K
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.21K- 29.72% |
$231K - $257K
|
19.4K
$911K
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-8.34K- 26.73% |
$235K - $261K
|
22.9K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-10.9K- 17.31% |
$308K - $342K
|
52.2K
$2.45M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12K- 14.66% |
$340K - $377K
|
70.1K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-19.6K- 83.37% |
$553K - $614K
|
3.91K
$184K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22K- 49.06% |
$622K - $690K
|
22.9K
$1.07M
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-49.1K- 74.72% |
$1.39M - $1.54M
|
16.6K
$781K
|