Latest Institutional Transactions on Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P 50 (XVV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.5K- 93.27% |
$501K - $544K
|
759
$39.3K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
236New |
$11.2K - $12.2K
|
236
$12.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-278- 12.2% |
$13.2K - $14.4K
|
2K
$104K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.08K+ 15.47% |
$195K - $211K
|
30.5K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.11% |
$333 - $362
|
6.59K
$341K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.3KNew |
$300K - $326K
|
6.3K
$327K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.8K- 77.49% |
$942K - $1.02M
|
5.74K
$298K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-918- 9.39% |
$43.7K - $47.5K
|
8.85K
$459K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-442- 23.8% |
$21.1K - $22.9K
|
1.42K
$73.4K
|
|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
159KNew |
$7.6M - $8.25M
|
159K
$8.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
349+ 2.8% |
$16.6K - $18K
|
12.8K
$665K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 0.22% |
$953 - $1.03K
|
8.96K
$464K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4+ 0.24% |
$191 - $207
|
1.65K
$85.3K
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.1K+ 47.96% |
$1.39M - $1.51M
|
89.8K
$4.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18K+ 198.31% |
$856K - $929K
|
27K
$1.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23.3K+ 347.58% |
$1.11M - $1.2M
|
30K
$1.55M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
666+ 3.87% |
$31.7K - $34.4K
|
17.9K
$926K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-101- 1.0% |
$4.81K - $5.22K
|
10K
$520K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-489- 2.43% |
$23.3K - $25.3K
|
19.7K
$1.02M
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.09K- 0.48% |
$51.7K - $56.1K
|
226K
$11.7M
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 4.23% |
$5.72K - $6.21K
|
2.96K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-261- 2.4% |
$12.4K - $13.5K
|
10.6K
$550K
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 10.84% |
$1.02M - $1.1M
|
218K
$11.3M
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 29.5% |
$90.8K - $98.5K
|
8.36K
$433K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.26% |
$238 - $259
|
1.94K
$100K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
717+ 2.9% |
$34.2K - $37.1K
|
25.5K
$1.32M
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.81% |
$4.76K - $5.17K
|
12.5K
$647K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.33KNew |
$301K - $327K
|
6.33K
$328K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.05K - $4.4K
|
85
$4.41K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.43K- 8.76% |
$68.2K - $74K
|
14.9K
$773K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-596- 7.25% |
$28.4K - $30.8K
|
7.62K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.93KNew |
$187K - $203K
|
3.93K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-571- 8.45% |
$27.2K - $29.5K
|
6.19K
$321K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-377- 1.75% |
$18K - $19.5K
|
21.1K
$1.09M
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
367+ 6.66% |
$17.5K - $19K
|
5.88K
$305K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
16+ 0.25% |
$762 - $827
|
6.3K
$327K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 201.92% |
$869K - $943K
|
27.3K
$1.41M
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$238 - $259
|
5.51K
$285K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 0.57% |
$11.1K - $12K
|
40.5K
$2.1M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-460- 12.35% |
$21.9K - $23.8K
|
3.27K
$169K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.3KNew |
$205K - $222K
|
4.3K
$223K
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.27KNew |
$441K - $479K
|
9.27K
$480K
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$3M - $3.26M
|
63K
$3.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-486- 1.8% |
$23.2K - $25.1K
|
26.4K
$1.37M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.5KNew |
$598K - $649K
|
12.5K
$650K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 68.0% |
$6.48K - $7.03K
|
336
$17.4K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.67KNew |
$223K - $242K
|
4.67K
$242K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 5.2% |
$858 - $931
|
328
$17K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
1.52K+ 15.31% |
$72.2K - $78.4K
|
11.4K
$592K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20+ 0.83% |
$953 - $1.03K
|
2.43K
$126K
|
|