Purchases and Sales Made in Q4 2023 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 2023. 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 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
793K+ 2648.32% |
$24.7M - $29M
|
823K
$38.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
66.2KNew |
$2.06M - $2.42M
|
66.2K
$3.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
BUY
|
- |
36.5K+ 19.43% |
$1.14M - $1.33M
|
224K
$10.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
34.2KNew |
$1.07M - $1.25M
|
34.2K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
27.1K+ 38.95% |
$845K - $990K
|
96.7K
$4.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
18.8K+ 138.48% |
$586K - $687K
|
32.4K
$1.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.5KNew |
$513K - $601K
|
16.5K
$773K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
11.6KNew |
$361K - $423K
|
11.6K
$544K
|
|
|
Mar 26, 2024
Q4 2023
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
10.6KNew |
$331K - $387K
|
10.6K
$498K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$317K - $371K
|
10.2K
$478K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
BUY
|
- |
8.55KNew |
$266K - $312K
|
8.55K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.02KNew |
$250K - $293K
|
8.02K
$376K
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
7.7K+ 35.03% |
$240K - $281K
|
29.7K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.44K+ 48.77% |
$232K - $272K
|
22.7K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
7.29KNew |
$227K - $266K
|
7.29K
$342K
|
|
|
Jan 22, 2024
Q4 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
6.71KNew |
$209K - $245K
|
6.71K
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.85KNew |
$182K - $214K
|
5.85K
$275K
|
|
|
Feb 01, 2024
Q4 2023
|
Ellenbecker Investment Group
|
BUY
|
- |
5.78KNew |
$180K - $211K
|
5.78K
$272K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.86K+ 21.34% |
$151K - $177K
|
27.6K
$1.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
4.34KNew |
$135K - $158K
|
4.34K
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.84K+ 39.12% |
$120K - $140K
|
13.7K
$641K
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.01K+ 8.27% |
$93.9K - $110K
|
39.4K
$1.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.51KNew |
$47K - $55.1K
|
1.51K
$70.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.43K+ 5.76% |
$44.5K - $52.1K
|
26.2K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.33K+ 8.4% |
$41.5K - $48.6K
|
17.2K
$807K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.27K+ 91.06% |
$39.7K - $46.5K
|
2.67K
$125K
|
|
|
Feb 13, 2024
Q4 2023
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.11K+ 3.44% |
$34.7K - $40.6K
|
33.4K
$1.57M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
947+ 0.85% |
$29.5K - $34.6K
|
112K
$5.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
757New |
$23.6K - $27.6K
|
757
$35.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
650+ 0.9% |
$20.3K - $23.7K
|
72.6K
$3.41M
|
|
|
Jan 18, 2024
Q4 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
532+ 4.69% |
$16.6K - $19.4K
|
11.9K
$558K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
274+ 1.83% |
$8.54K - $10K
|
15.3K
$716K
|
|
|
Jan 18, 2024
Q4 2023
|
Navalign, LLC
|
BUY
|
- |
229+ 2.51% |
$7.14K - $8.36K
|
9.35K
$439K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
177+ 2.73% |
$5.52K - $6.46K
|
6.67K
$313K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
171+ 104.91% |
$5.33K - $6.24K
|
334
$15.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
BUY
|
- |
153+ 1.81% |
$4.77K - $5.59K
|
8.6K
$404K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
152+ 1.35% |
$4.74K - $5.55K
|
11.4K
$534K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
96+ 0.55% |
$2.99K - $3.5K
|
17.7K
$829K
|
|
|
Jan 18, 2024
Q4 2023
|
Rhs Financial, LLC
|
BUY
|
- |
45+ 0.51% |
$1.4K - $1.64K
|
8.89K
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.57% |
$686 - $803
|
1.43K
$66.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.2% |
$62.3 - $73
|
169
$7.93K
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2+ 0.0% |
$62.3 - $73
|
84.7K
$3.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-88- 2.46% |
$2.74K - $3.21K
|
3.49K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-200- 2.78% |
$6.23K - $7.3K
|
6.99K
$328K
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-340- 4.31% |
$10.6K - $12.4K
|
7.55K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-619- 3.81% |
$19.3K - $22.6K
|
15.6K
$734K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-811- 94.85% |
$25.3K - $29.6K
|
44
$2.07K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-913- 6.52% |
$28.5K - $33.3K
|
13.1K
$614K
|