Ishares Tr Esg Screened S&P 50 XVV

XVV Quotes by TradingView
Institutional shares held 3.05 Million
0 calls
0 puts
Total value of holdings $130M
$0 calls
$0 puts
# of Institutions 113

Quarterly Institutional Activity in XVV

Shares Bought
Shares Sold
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Top Institutions Holding XVV

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Latest Institutional Activity in XVV

Top Purchases

Q1 2025
Alpine Bank Wealth Management Shares Held: 78K ($3.32M)
78K Shares purchased
New Holding
Q1 2025
Gray Private Wealth, LLC Shares Held: 6.58K ($280K)
6.58K Shares purchased
New Holding
Q1 2025
Presidio Capital Management, LLC Shares Held: 6.48K ($276K)
6.48K Shares purchased
New Holding
Q1 2025
Financial Council Asset Management Inc Shares Held: 29.9K ($1.28M)
2.79K Shares purchased
10.28% Added
Q1 2025
Freedom Financial Partners LLC Shares Held: 8.05K ($343K)
2.19K Shares purchased
37.36% Added
View All Buyers

Top Sells

Q1 2025
Archer Investment Management, LLC Shares Held: 18.5K ($787K)
11.4K Shares sold
38.08% Reduced
Q1 2025
Sunbelt Securities, Inc. Shares Held: 907 ($38.6K)
10.4K Shares sold
91.95% Reduced
Q1 2025
Bsw Wealth Partners Shares Held: 86K ($3.66M)
8.97K Shares sold
9.45% Reduced
Q1 2025
Jnba Financial Advisors Shares Held: 87.6K ($3.73M)
7.03K Shares sold
7.43% Reduced
Q1 2025
Better Money Decisions, LLC Shares Held: 86.8K ($3.7M)
6.97K Shares sold
7.44% Reduced
View All Sellers

About XVV

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XVV Fundamental Data by TradingView

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P - Open market or private purchase×
S - Open market or private sale×
V - Transaction voluntarily reported earlier than required×
A - Grant, award, or other acquisition×
D - Sale (or disposition) back to the issuer×
F - Payment of exercise price or tax liability×
I - Discretionary transaction×
M - Exercise of conversion of derivative security×
C - Conversion of derivative security×
E - Expiration of short derivative position×
H - Expiration (or cancellation) of long derivative position with value received×
O - Exercise of out-of-the-money derivative securities×
X - Exercise of in-the-money or at-the-money derivatives securities×
G - Bona fide gift×
L - Small Acquisition×
W - Acquisition or disposition by will or laws×
Z - Deposit into or withdrawal from voting trust×
J - Other acquisition or disposition×
K - Transaction in equity swap or similar instrument×
U - Disposition due to a tender of shares in a change of control transaction×
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