Purchases and Sales Made in Q3 2022 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 2022. 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 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
37KNew |
$993K - $1.21M
|
37K
$1.74M
|
|
|
Oct 21, 2022
Q3 2022
|
Rhs Financial, LLC
|
BUY
|
- |
15.6KNew |
$418K - $507K
|
15.6K
$731K
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
11.9KNew |
$320K - $388K
|
11.9K
$560K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
11.7K+ 5745.1% |
$314K - $381K
|
11.9K
$560K
|
|
|
Nov 04, 2022
Q3 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
11.7KNew |
$314K - $380K
|
11.7K
$549K
|
|
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.2KNew |
$274K - $333K
|
10.2K
$480K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10.2K+ 29.52% |
$273K - $331K
|
44.6K
$2.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
8.61K+ 42.0% |
$231K - $280K
|
29.1K
$1.37M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
8.04KNew |
$216K - $262K
|
8.04K
$377K
|
|
|
Oct 31, 2022
Q3 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
7.78K+ 11.67% |
$209K - $253K
|
74.4K
$3.49M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.99K+ 5.48% |
$161K - $195K
|
115K
$5.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
4.98K+ 49.12% |
$134K - $162K
|
15.1K
$710K
|
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.53K+ 38.61% |
$67.9K - $82.3K
|
9.08K
$426K
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.81K+ 76.13% |
$48.4K - $58.8K
|
4.18K
$196K
|
|
|
Oct 21, 2022
Q3 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.52K+ 19.96% |
$40.7K - $49.4K
|
9.12K
$428K
|
|
|
Nov 15, 2022
Q3 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.49K+ 20.31% |
$39.9K - $48.4K
|
8.81K
$413K
|
|
|
Nov 14, 2022
Q3 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
708+ 6.45% |
$19K - $23K
|
11.7K
$548K
|
|
|
Nov 14, 2022
Q3 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
664+ 19.16% |
$17.8K - $21.6K
|
4.13K
$194K
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
400New |
$10.7K - $13K
|
400
$18.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
325New |
$8.72K - $10.6K
|
325
$15.3K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
223New |
$5.98K - $7.26K
|
223
$10.5K
|
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
94+ 0.27% |
$2.52K - $3.06K
|
35.1K
$1.65M
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
25+ 0.29% |
$671 - $814
|
8.71K
$409K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
19+ 17.76% |
$510 - $618
|
126
$5.92K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-88- 1.87% |
$2.36K - $2.86K
|
4.63K
$217K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-174- 12.4% |
$4.67K - $5.66K
|
1.23K
$57.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-532- 4.51% |
$14.3K - $17.3K
|
11.3K
$529K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-871- 5.81% |
$23.4K - $28.4K
|
14.1K
$663K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1K- 5.62% |
$26.9K - $32.6K
|
16.8K
$789K
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
SELL
|
- |
-9.55K- 12.62% |
$256K - $311K
|
66.1K
$3.1M
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-11.9K- 24.94% |
$319K - $386K
|
35.7K
$1.68M
|
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-14.1K- 15.45% |
$379K - $460K
|
77.3K
$3.63M
|