Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198KNew |
$5.28M - $6.02M
|
198K
$9.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
117KNew |
$3.12M - $3.56M
|
117K
$5.49M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
34.7KNew |
$926K - $1.06M
|
34.7K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
30K+ 84.05% |
$801K - $914K
|
65.8K
$3.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.6KNew |
$736K - $840K
|
27.6K
$1.3M
|
|
|
Jan 27, 2023
Q4 2022
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
24.8K+ 212.13% |
$661K - $754K
|
36.5K
$1.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
21.9KNew |
$584K - $666K
|
21.9K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
16.7K+ 99.27% |
$445K - $507K
|
33.5K
$1.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.4K+ 158.91% |
$385K - $439K
|
23.5K
$1.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
11K+ 24.61% |
$293K - $334K
|
55.6K
$2.61M
|
|
|
Feb 07, 2023
Q4 2022
|
Retirement Capital Strategies
|
BUY
|
- |
10.3KNew |
$274K - $312K
|
10.3K
$482K
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
8.05KNew |
$214K - $245K
|
8.05K
$378K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
7.88KNew |
$210K - $240K
|
7.88K
$370K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.57KNew |
$202K - $230K
|
7.57K
$355K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.19KNew |
$192K - $219K
|
7.19K
$337K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.25K+ 8.39% |
$166K - $190K
|
80.7K
$3.79M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.81K+ 6.22% |
$128K - $146K
|
82.1K
$3.86M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.79K+ 389.67% |
$128K - $146K
|
6.02K
$283K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
3.95K+ 45.41% |
$105K - $120K
|
12.7K
$594K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.86KNew |
$103K - $118K
|
3.86K
$181K
|
|
|
Feb 08, 2023
Q4 2022
|
Highland Financial Advisors, LLC
|
BUY
|
- |
2.95K+ 33.5% |
$78.6K - $89.7K
|
11.8K
$552K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.87K+ 18.38% |
$76.4K - $87.2K
|
18.5K
$866K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.47K+ 43.17% |
$65.7K - $75K
|
8.18K
$384K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.89K+ 16.18% |
$50.4K - $57.5K
|
13.6K
$637K
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.27K+ 8.4% |
$33.9K - $38.6K
|
16.4K
$770K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
923+ 11.16% |
$24.6K - $28.1K
|
9.2K
$432K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
809New |
$21.6K - $24.6K
|
809
$38K
|
|
|
Feb 13, 2023
Q4 2022
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
473+ 0.6% |
$12.6K - $14.4K
|
79.8K
$3.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
416+ 10.07% |
$11.1K - $12.7K
|
4.55K
$213K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 107.69% |
$9.33K - $10.6K
|
675
$31.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
302+ 1.04% |
$8.05K - $9.19K
|
29.4K
$1.38M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$8K - $9.13K
|
300
$14.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
285New |
$7.6K - $8.67K
|
285
$13.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
260+ 3.23% |
$6.93K - $7.91K
|
8.3K
$390K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215New |
$5.73K - $6.54K
|
215
$10.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
203New |
$5.41K - $6.18K
|
203
$9.53K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
141+ 111.9% |
$3.76K - $4.29K
|
267
$12.5K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
67New |
$1.79K - $2.04K
|
67
$3.15K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.61% |
$26.7 - $30.4
|
164
$7.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-184- 1.3% |
$4.91K - $5.6K
|
13.9K
$654K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-643- 5.71% |
$17.1K - $19.6K
|
10.6K
$499K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-2.96K- 4.48% |
$78.9K - $90K
|
63.1K
$2.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.96K- 11.26% |
$105K - $120K
|
31.2K
$1.46M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.01K- 95.91% |
$107K - $122K
|
171
$8.03K
|
|
|
Jan 23, 2023
Q4 2022
|
Rhs Financial, LLC
|
SELL
|
- |
-6.49K- 41.69% |
$173K - $197K
|
9.08K
$426K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-70.4K- 61.06% |
$1.88M - $2.14M
|
44.9K
$2.11M
|