Purchases and Sales Made in Q1 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-402- 3.47% |
$14.4K - $16.2K
|
11.2K
$525K
|
|
|
May 06, 2024
Q1 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-527- 6.98% |
$18.8K - $21.2K
|
7.02K
$330K
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
SELL
|
- |
-554- 8.94% |
$19.8K - $22.3K
|
5.65K
$265K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-809- 3.09% |
$28.9K - $32.6K
|
25.4K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-828- 2.42% |
$29.6K - $33.4K
|
33.4K
$1.57M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-1.01K- 23.36% |
$36.2K - $40.9K
|
3.33K
$156K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
SELL
|
- |
-1.09K- 5.34% |
$38.9K - $43.8K
|
19.3K
$905K
|
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-1.1K- 12.34% |
$39.2K - $44.2K
|
7.79K
$366K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.39K- 3.3% |
$49.6K - $56K
|
40.7K
$1.91M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.42K- 11.91% |
$50.5K - $57K
|
10.5K
$491K
|
|
|
May 13, 2024
Q1 2024
|
Napatree Capital LLC
Westerly, RI |
SELL
|
- |
-1.56K- 14.69% |
$55.7K - $62.8K
|
9.05K
$425K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2.05K- 65.24% |
$73.3K - $82.6K
|
1.09K
$51.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.36K- 2.1% |
$84.2K - $94.9K
|
110K
$5.17M
|
|
|
May 13, 2024
Q1 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-2.79K- 3.13% |
$99.7K - $112K
|
86.4K
$4.06M
|
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-3.8K- 11.35% |
$136K - $153K
|
29.6K
$1.39M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-52K- 71.58% |
$1.86M - $2.09M
|
20.6K
$968K
|