Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
6.15M+ 196.77% |
$202M - $227M
|
9.27M
$435M
|
|
|
Feb 03, 2022
Q4 2021
|
Retirement Capital Strategies
|
BUY
|
- |
143K+ 197.33% |
$4.72M - $5.31M
|
216K
$10.1M
|
|
|
Feb 10, 2022
Q4 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
81K+ 609.03% |
$2.67M - $3M
|
94.3K
$4.43M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
47.1KNew |
$1.55M - $1.75M
|
47.1K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.4K+ 5352.65% |
$1.2M - $1.35M
|
37.1K
$1.74M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
18.3KNew |
$601K - $676K
|
18.3K
$857K
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
9.13K+ 601.12% |
$301K - $338K
|
10.7K
$500K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
7.25KNew |
$239K - $268K
|
7.25K
$340K
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.94KNew |
$196K - $220K
|
5.94K
$279K
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
5.85KNew |
$193K - $217K
|
5.85K
$275K
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
5.7KNew |
$188K - $211K
|
5.7K
$268K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
4.5KNew |
$148K - $166K
|
4.5K
$211K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.87K+ 6.45% |
$61.4K - $69.1K
|
30.8K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.28K+ 17.71% |
$42.2K - $47.4K
|
8.52K
$400K
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
300New |
$9.88K - $11.1K
|
300
$14.1K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
290+ 3.57% |
$9.55K - $10.7K
|
8.42K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
210+ 13.57% |
$6.92K - $7.77K
|
1.76K
$82.5K
|
|
|
Feb 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
204New |
$6.72K - $7.55K
|
204
$9.58K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
137+ 1.6% |
$4.51K - $5.07K
|
8.69K
$408K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
54+ 0.19% |
$1.78K - $2K
|
28.6K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-62- 27.8% |
$2.04K - $2.3K
|
161
$7.56K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-290- 3.44% |
$9.55K - $10.7K
|
8.13K
$382K
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-1.43K- 2.17% |
$46.9K - $52.8K
|
64.2K
$3.01M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.1K- 37.14% |
$399K - $448K
|
20.5K
$963K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-19K- 38.55% |
$625K - $702K
|
30.2K
$1.42M
|