Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$1.58M - $1.75M
|
39.7K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
BUY
|
- |
22.7K+ 38.78% |
$903K - $1.01M
|
81.4K
$3.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.6K+ 14.37% |
$698K - $777K
|
140K
$6.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1KNew |
$600K - $668K
|
15.1K
$692K
|
|
|
Oct 09, 2024
Q3 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
14.1KNew |
$560K - $624K
|
14.1K
$646K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14K+ 212.78% |
$556K - $619K
|
20.6K
$942K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
13.4KNew |
$532K - $592K
|
13.4K
$613K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.77K+ 45.94% |
$229K - $255K
|
18.3K
$839K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
5.57KNew |
$221K - $246K
|
5.57K
$255K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
5.15KNew |
$205K - $228K
|
5.15K
$236K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.14KNew |
$204K - $227K
|
5.14K
$235K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5KNew |
$199K - $221K
|
5K
$229K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.64K+ 96.39% |
$184K - $205K
|
9.46K
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
4.64KNew |
$184K - $205K
|
4.64K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Mjp Associates Inc
|
BUY
|
- |
4.64KNew |
$184K - $205K
|
4.64K
$212K
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
BUY
|
- |
4.42K+ 30.28% |
$176K - $196K
|
19K
$871K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
3.33K+ 18.22% |
$132K - $147K
|
21.6K
$988K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.96K+ 24.5% |
$118K - $131K
|
15.1K
$689K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 8.54% |
$117K - $130K
|
37.3K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.26KNew |
$89.8K - $100K
|
2.26K
$104K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.1K+ 11.24% |
$83.4K - $92.9K
|
20.8K
$951K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.02K+ 8.9% |
$80.2K - $89.3K
|
24.7K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.65K+ 33.78% |
$65.3K - $72.7K
|
6.52K
$298K
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
1.07K+ 11.78% |
$42.3K - $47.1K
|
10.1K
$463K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
481New |
$19.1K - $21.3K
|
481
$22K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
385New |
$15.3K - $17K
|
385
$17.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125New |
$4.96K - $5.53K
|
125
$5.72K
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
94+ 89.52% |
$3.73K - $4.16K
|
199
$9.11K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
50+ 0.41% |
$1.99K - $2.21K
|
12.1K
$554K
|
|
|
Oct 22, 2024
Q3 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
37+ 0.32% |
$1.47K - $1.64K
|
11.7K
$537K
|
|
|
Oct 17, 2024
Q3 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
37+ 0.62% |
$1.47K - $1.64K
|
5.98K
$274K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 1.01% |
$1.07K - $1.19K
|
2.69K
$123K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 7.35% |
$993 - $1.11K
|
365
$16.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.3% |
$794 - $884
|
6.7K
$307K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
19+ 0.32% |
$754 - $840
|
5.92K
$271K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
17+ 0.06% |
$675 - $752
|
26.4K
$1.21M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-32- 0.28% |
$1.27K - $1.42K
|
11.5K
$526K
|
|
|
Oct 15, 2024
Q3 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-53- 0.82% |
$2.1K - $2.34K
|
6.38K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-67- 0.59% |
$2.66K - $2.96K
|
11.3K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-74- 1.05% |
$2.94K - $3.27K
|
6.95K
$318K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-125- 3.73% |
$4.96K - $5.53K
|
3.23K
$148K
|
|
|
Oct 31, 2024
Q3 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-194- 2.63% |
$7.7K - $8.58K
|
7.18K
$329K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-243- 3.09% |
$9.65K - $10.7K
|
7.61K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-281- 0.71% |
$11.2K - $12.4K
|
39.2K
$1.8M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-319- 1.38% |
$12.7K - $14.1K
|
22.8K
$1.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-348- 7.09% |
$13.8K - $15.4K
|
4.56K
$209K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-374- 4.29% |
$14.9K - $16.5K
|
8.34K
$382K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-387- 1.18% |
$15.4K - $17.1K
|
32.3K
$1.48M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-394- 7.26% |
$15.6K - $17.4K
|
5.04K
$231K
|