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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
30+ 0.26% |
$1.27K - $1.42K
|
11.8K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
230+ 2.66% |
$9.72K - $10.9K
|
8.89K
$357K
|
|
|
Apr 17, 2025
Q1 2025
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
70+ 1.13% |
$2.96K - $3.31K
|
6.25K
$251K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
297+ 4.66% |
$12.5K - $14K
|
6.68K
$268K
|
|
|
Apr 15, 2025
Q1 2025
|
Financial Council Asset Management Inc
|
BUY
|
- |
2.79K+ 10.28% |
$118K - $132K
|
29.9K
$1.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
44+ 0.61% |
$1.86K - $2.08K
|
7.22K
$290K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
125+ 3.88% |
$5.28K - $5.91K
|
3.35K
$135K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
497+ 2.62% |
$21K - $23.5K
|
19.5K
$783K
|
|
|
Apr 10, 2025
Q1 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
2.19K+ 37.36% |
$92.5K - $104K
|
8.05K
$324K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$380K
|
|
|
Apr 10, 2025
Q1 2025
|
Better Money Decisions, LLC
|
SELL
|
- |
-6.97K- 7.44% |
$295K - $330K
|
86.8K
$3.49M
|
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-157- 1.67% |
$6.63K - $7.42K
|
9.24K
$372K
|
|
|
Apr 09, 2025
Q1 2025
|
Archer Investment Management, LLC
Austin, TX |
SELL
|
- |
-11.4K- 38.08% |
$480K - $537K
|
18.5K
$743K
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.48KNew |
$274K - $307K
|
6.48K
$261K
|
|
|
Apr 08, 2025
Q1 2025
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-1.51K- 13.48% |
$63.8K - $71.4K
|
9.7K
$390K
|
|
| Q4 2024 | |||||||
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
53+ 0.54% |
$2.31K - $2.49K
|
9.82K
$395K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-223- 1.94% |
$9.74K - $10.5K
|
11.3K
$453K
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23.1K+ 345.2% |
$1.01M - $1.09M
|
29.8K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.1% |
$1.14K - $1.22K
|
26.4K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.24K+ 34.65% |
$229K - $246K
|
20.3K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 115.43% |
$281K - $302K
|
12K
$482K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 25.8% |
$442K - $476K
|
29.1K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
21.7KNew |
$950K - $1.02M
|
21.7K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26.9KNew |
$1.18M - $1.27M
|
26.9K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.6KNew |
$2.6M - $2.8M
|
59.6K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.28K+ 20.56% |
$318K - $342K
|
42.7K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3KNew |
$539K - $581K
|
12.3K
$496K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 76.55% |
$688K - $741K
|
4.83K
$194K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.31KNew |
$406K - $438K
|
9.31K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
195+ 0.1% |
$8.52K - $9.17K
|
203K
$8.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 0.35% |
$349 - $376
|
2.27K
$91.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.45KNew |
$238K - $256K
|
5.45K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$352K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 9.3% |
$84.4K - $90.9K
|
22.7K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
489+ 4.34% |
$21.4K - $23K
|
11.8K
$473K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75- 0.62% |
$3.28K - $3.53K
|
12K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-380- 1.26% |
$16.6K - $17.9K
|
29.9K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.08KNew |
$47.3K - $50.9K
|
1.08K
$43.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 25.74% |
$69.2K - $74.5K
|
4.57K
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 991.96% |
$162K - $174K
|
4.07K
$164K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46K+ 9.95% |
$107K - $116K
|
27.2K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.47K- 3.52% |
$108K - $116K
|
67.7K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 2.7% |
$165K - $178K
|
144K
$5.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
18+ 0.18% |
$786 - $847
|
10.1K
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 21.11% |
$1.83K - $1.98K
|
241
$9.69K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.34KNew |
$58.6K - $63.2K
|
1.34K
$54K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.0% |
$1.18K - $1.27K
|
2.66K
$107K
|
|