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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 14.02% |
$57.6K - $62.6K
|
9.84K
$510K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
142+ 0.84% |
$6.76K - $7.34K
|
17K
$880K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.39K+ 3.5% |
$66.1K - $71.8K
|
41K
$2.13M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
14.4K+ 17.47% |
$687K - $746K
|
97K
$5.03M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.65K- 16.57% |
$78.6K - $85.3K
|
8.31K
$431K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
48+ 0.25% |
$2.29K - $2.48K
|
19.6K
$1.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-407- 6.85% |
$19.4K - $21K
|
5.54K
$287K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
259+ 4.98% |
$12.3K - $13.4K
|
5.46K
$283K
|
|
|
Oct 24, 2025
Q3 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
2New |
$95.3 - $103
|
2
$104
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62- 1.16% |
$2.95K - $3.21K
|
5.26K
$273K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.86K- 35.45% |
$374K - $406K
|
14.3K
$741K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
610+ 5.12% |
$29.1K - $31.5K
|
12.5K
$650K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 13.53% |
$166K - $180K
|
22.3K
$1.16M
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4K+ 14.74% |
$498K - $540K
|
81.3K
$4.22M
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$389K - $422K
|
8.16K
$423K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.25% |
$667 - $724
|
5.65K
$293K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
268+ 4.0% |
$12.8K - $13.9K
|
6.97K
$361K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-8- 0.07% |
$381 - $414
|
10.7K
$555K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-366- 1.24% |
$17.4K - $18.9K
|
29.1K
$1.51M
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-94- 2.05% |
$4.48K - $4.86K
|
4.5K
$233K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-97- 9.55% |
$4.62K - $5.02K
|
919
$47.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$188K - $204K
|
3.94K
$204K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.36K- 9.06% |
$303K - $329K
|
63.8K
$3.31M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-286- 0.96% |
$13.6K - $14.8K
|
29.5K
$1.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.73% |
$9.1K - $9.88K
|
4.93K
$256K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
87+ 1.19% |
$4.14K - $4.5K
|
7.38K
$382K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.35K- 25.0% |
$64.4K - $69.9K
|
4.05K
$210K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
429+ 2.29% |
$20.4K - $22.2K
|
19.1K
$992K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
290New |
$13.8K - $15K
|
290
$15K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.89KNew |
$185K - $201K
|
3.89K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.33K - $1.45K
|
11.8K
$614K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 17.04% |
$125K - $135K
|
18K
$931K
|
|
| Q2 2025 | |||||||
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 9.76% |
$135K - $169K
|
32.8K
$1.7M
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-846- 2.54% |
$32.1K - $40.3K
|
32.5K
$1.69M
|
|
|
Aug 27, 2025
Q2 2025
|
Tribridge Partners Financial LLC
Columbia, MD |
BUY
|
- |
9.25KNew |
$351K - $441K
|
9.25K
$480K
|
|
|
Aug 14, 2025
Q2 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
23.5KNew |
$889K - $1.12M
|
23.5K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
11.3KNew |
$427K - $537K
|
11.3K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15K- 26.98% |
$569K - $715K
|
40.6K
$2.1M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
158+ 1.49% |
$5.99K - $7.54K
|
10.8K
$558K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
4.91KNew |
$186K - $234K
|
4.91K
$255K
|
|
|
Aug 13, 2025
Q2 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
885+ 1.17% |
$33.6K - $42.2K
|
76.4K
$3.96M
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
25+ 0.24% |
$948 - $1.19K
|
10.7K
$553K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-10.3K- 40.18% |
$392K - $493K
|
15.4K
$797K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
106+ 14.0% |
$4.02K - $5.06K
|
863
$44.7K
|
|
|
Aug 11, 2025
Q2 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
10.5KNew |
$397K - $499K
|
10.5K
$542K
|
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
1+ 0.0% |
$37.9 - $47.7
|
67.7K
$3.51M
|
|
|
Aug 08, 2025
Q2 2025
|
Better Money Decisions, LLC
|
BUY
|
- |
1.84K+ 2.12% |
$69.8K - $87.8K
|
88.6K
$4.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
266+ 103.1% |
$10.1K - $12.7K
|
524
$27.2K
|
|
|
Aug 04, 2025
Q2 2025
|
Navalign, LLC
|
BUY
|
- |
14+ 0.14% |
$531 - $668
|
9.84K
$510K
|
|