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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
319New |
$13.9K - $15K
|
319
$14.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33+ 0.43% |
$1.44K - $1.55K
|
7.65K
$350K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
303+ 5.25% |
$13.2K - $14.3K
|
6.07K
$278K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$699 - $753
|
5.17K
$237K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-90- 0.89% |
$3.93K - $4.23K
|
10K
$458K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
13.3K+ 16.31% |
$579K - $624K
|
94.6K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 10.3% |
$45.7K - $49.2K
|
11.2K
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
973+ 21.33% |
$42.5K - $45.8K
|
5.54K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-213- 3.07% |
$9.3K - $10K
|
6.74K
$308K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$74.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.1KNew |
$1.23M - $1.32M
|
28.1K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36+ 0.31% |
$1.57K - $1.69K
|
11.8K
$538K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-87- 0.92% |
$3.8K - $4.09K
|
9.37K
$429K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.1K+ 73.69% |
$179K - $193K
|
9.67K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
790+ 0.85% |
$34.5K - $37.2K
|
93.8K
$4.29M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 20.52% |
$64.4K - $69.3K
|
8.66K
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-165- 2.53% |
$7.21K - $7.76K
|
6.35K
$291K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.52K+ 10.77% |
$66.3K - $71.5K
|
15.6K
$715K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$690K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2K+ 21.59% |
$87.3K - $94.1K
|
11.3K
$515K
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.95K- 3.01% |
$129K - $139K
|
95K
$4.35M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$291K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.92K+ 26.03% |
$171K - $184K
|
19K
$868K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
338+ 5.71% |
$14.8K - $15.9K
|
6.26K
$286K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-376- 1.98% |
$16.4K - $17.7K
|
18.6K
$854K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.0% |
$8.34K - $8.98K
|
6.18K
$283K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.2K+ 20.02% |
$52.3K - $56.3K
|
7.18K
$328K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-311- 9.45% |
$12.3K - $13.8K
|
2.98K
$136K
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.45K- 5.2% |
$97.3K - $108K
|
44.6K
$2.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125New |
$4.96K - $5.53K
|
125
$5.72K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$1.58M - $1.75M
|
39.7K
$1.82M
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
481New |
$19.1K - $21.3K
|
481
$22K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.3% |
$794 - $884
|
6.7K
$307K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.14KNew |
$204K - $227K
|
5.14K
$235K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
385New |
$15.3K - $17K
|
385
$17.6K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-503- 1.86% |
$20K - $22.2K
|
26.6K
$1.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5KNew |
$199K - $221K
|
5K
$229K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.61K- 9.16% |
$183K - $204K
|
45.7K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.32K- 12.33% |
$52.5K - $58.5K
|
9.4K
$430K
|
|
|
Oct 17, 2024
Q3 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
SELL
|
- |
-125- 3.73% |
$4.96K - $5.53K
|
3.23K
$148K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-374- 4.29% |
$14.9K - $16.5K
|
8.34K
$381K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 7.35% |
$993 - $1.11K
|
365
$16.7K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5KNew |
$94.8K - $106K
|
2.5K
$114K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.7K+ 17.62% |
$442K - $493K
|
77.9K
$3.56M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
361+ 440.24% |
$13.7K - $15.3K
|
443
$20.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6K+ 20.34% |
$137K - $152K
|
21.3K
$975K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.02KNew |
$38.5K - $43K
|
1.02K
$46.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.34K+ 214.09% |
$88.7K - $98.9K
|
3.43K
$157K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.5KNew |
$434K - $484K
|
11.5K
$524K
|
|