Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.1KNew |
$1.23M - $1.32M
|
28.1K
$1.31M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$705K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.1K+ 73.69% |
$179K - $193K
|
9.67K
$452K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.92K+ 26.03% |
$171K - $184K
|
19K
$888K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2K+ 21.59% |
$87.3K - $94.1K
|
11.3K
$527K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.52K+ 10.77% |
$66.3K - $71.5K
|
15.6K
$731K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 20.52% |
$64.4K - $69.3K
|
8.66K
$405K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.2K+ 20.02% |
$52.3K - $56.3K
|
7.18K
$336K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
790+ 0.85% |
$34.5K - $37.2K
|
93.8K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
338+ 5.71% |
$14.8K - $15.9K
|
6.26K
$293K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36+ 0.31% |
$1.57K - $1.69K
|
11.8K
$550K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-87- 0.92% |
$3.8K - $4.09K
|
9.37K
$438K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-165- 2.53% |
$7.21K - $7.76K
|
6.35K
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.0% |
$8.34K - $8.98K
|
6.18K
$289K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-376- 1.98% |
$16.4K - $17.7K
|
18.6K
$872K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$298K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.95K- 3.01% |
$129K - $139K
|
95K
$4.44M
|