Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.37M+ 78.36% |
$44.8M - $48M
|
3.12M
$147M
|
|
|
Nov 05, 2021
Q3 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
49.2KNew |
$1.61M - $1.72M
|
49.2K
$2.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
30KNew |
$980K - $1.05M
|
30K
$1.41M
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
28.9KNew |
$946K - $1.01M
|
28.9K
$1.36M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
28.6KNew |
$934K - $999K
|
28.6K
$1.34M
|
|
|
Oct 28, 2021
Q3 2021
|
Retirement Capital Strategies
|
BUY
|
- |
26.7K+ 58.03% |
$872K - $933K
|
72.7K
$3.41M
|
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13.3KNew |
$435K - $465K
|
13.3K
$624K
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.57K+ 13.04% |
$247K - $264K
|
65.6K
$3.08M
|
|
|
Nov 02, 2021
Q3 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
7.23KNew |
$236K - $253K
|
7.23K
$340K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.59K+ 14.17% |
$52.1K - $55.7K
|
12.8K
$603K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.55KNew |
$50.6K - $54.1K
|
1.55K
$72.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.52KNew |
$49.6K - $53.1K
|
1.52K
$71.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.04K+ 3.28% |
$33.9K - $36.2K
|
32.6K
$1.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
102+ 1.21% |
$3.33K - $3.56K
|
8.56K
$402K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-290- 3.44% |
$9.48K - $10.1K
|
8.13K
$382K
|