Purchases and Sales Made in Q4 2025 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 2025. 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 20, 2026
Q4 2025
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
7.21KNew |
$364K - $383K
|
7.21K
$374K
|
|
|
Jan 22, 2026
Q4 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.11K+ 96.54% |
$308K - $324K
|
12.4K
$645K
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
5.53KNew |
$279K - $294K
|
5.53K
$287K
|
|
|
Jan 23, 2026
Q4 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
725+ 5.78% |
$36.6K - $38.5K
|
13.3K
$687K
|
|
|
Jan 21, 2026
Q4 2025
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
403New |
$20.3K - $21.4K
|
403
$20.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
35+ 0.3% |
$1.77K - $1.86K
|
11.9K
$616K
|
|
|
Jan 06, 2026
Q4 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
30+ 0.28% |
$1.51K - $1.59K
|
10.7K
$557K
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
18+ 0.29% |
$908 - $956
|
6.32K
$328K
|
|
|
Jan 21, 2026
Q4 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
13+ 0.29% |
$656 - $691
|
4.52K
$234K
|
|
|
Jan 15, 2026
Q4 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
BUY
|
- |
11+ 0.4% |
$555 - $584
|
2.77K
$144K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 0.19% |
$1.87K - $1.97K
|
19.5K
$1.01M
|
|
|
Jan 20, 2026
Q4 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-121- 0.85% |
$6.1K - $6.43K
|
14.2K
$735K
|
|
|
Jan 14, 2026
Q4 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-268- 5.43% |
$13.5K - $14.2K
|
4.67K
$242K
|
|
|
Jan 14, 2026
Q4 2025
|
Eastern Bank
|
SELL
|
- |
-309- 5.66% |
$15.6K - $16.4K
|
5.16K
$267K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.07K- 1.67% |
$53.8K - $56.7K
|
62.8K
$3.25M
|
|
|
Jan 15, 2026
Q4 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
SELL
|
- |
-2.05K- 2.52% |
$103K - $109K
|
79.3K
$4.11M
|
|
|
Jan 12, 2026
Q4 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-2.05K- 11.41% |
$103K - $109K
|
15.9K
$825K
|
|