Purchases and Sales Made in Q2 2021 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 Q2 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2021
Q2 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.08M+ 159.27% |
$33M - $35.4M
|
1.75M
$79.5M
|
|
|
Jul 28, 2021
Q2 2021
|
Retirement Capital Strategies
|
BUY
|
- |
46KNew |
$1.41M - $1.51M
|
46K
$2.09M
|
|
|
Aug 11, 2021
Q2 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
32.5K+ 127.18% |
$995K - $1.07M
|
58K
$2.63M
|
|
|
Aug 16, 2021
Q2 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
22.5K+ 247.15% |
$689K - $741K
|
31.6K
$1.43M
|
|
|
Jul 28, 2021
Q2 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
8.42KNew |
$258K - $277K
|
8.42K
$382K
|
|
|
Aug 11, 2021
Q2 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.14K+ 38.66% |
$96.1K - $103K
|
11.2K
$511K
|
|
|
Aug 16, 2021
Q2 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
680New |
$20.8K - $22.4K
|
680
$30.9K
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-104- 0.32% |
$3.19K - $3.43K
|
31.9K
$1.45M
|
|
|
Aug 16, 2021
Q2 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13.7KClosed |
$419K - $450K
|
0
$0
|