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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-3.06K- 13.68% |
$116K - $146K
|
19.3K
$1M
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43- 1.25% |
$1.63K - $2.05K
|
3.39K
$176K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-250- 2.69% |
$9.48K - $11.9K
|
9.06K
$469K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 17.25% |
$60.5K - $76.1K
|
7.65K
$397K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-811- 12.15% |
$30.8K - $38.7K
|
5.87K
$304K
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
10K+ 81.1% |
$423K - $474K
|
22.4K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
310New |
$13.1K - $14.7K
|
310
$16.1K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
359New |
$15.2K - $17K
|
359
$18.6K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.38K- 31.34% |
$269K - $302K
|
14K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.89K- 2.42% |
$79.6K - $89.1K
|
76K
$3.94M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.36K+ 4.55% |
$57.4K - $64.3K
|
31.2K
$1.62M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
1.46KNew |
$61.5K - $68.9K
|
1.46K
$75.5K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
321+ 3.17% |
$13.6K - $15.2K
|
10.5K
$542K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 33.31% |
$46.8K - $52.4K
|
2.22K
$115K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-217- 7.28% |
$9.17K - $10.3K
|
2.76K
$143K
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
6.58KNew |
$278K - $311K
|
6.58K
$341K
|
|
|
Apr 17, 2025
Q1 2025
|
Rhs Financial, LLC
|
BUY
|
- |
230+ 2.66% |
$9.72K - $10.9K
|
8.89K
$461K
|
|
|
Apr 15, 2025
Q1 2025
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
125+ 3.88% |
$5.28K - $5.91K
|
3.35K
$174K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$491K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$241K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.91M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 991.96% |
$162K - $174K
|
4.07K
$211K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 21.11% |
$1.83K - $1.98K
|
241
$12.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$241K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$84.2K
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2K+ 21.59% |
$87.3K - $94.1K
|
11.3K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$781K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$330K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.45K- 5.2% |
$97.3K - $108K
|
44.6K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125New |
$4.96K - $5.53K
|
125
$6.48K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.14KNew |
$204K - $227K
|
5.14K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
481New |
$19.1K - $21.3K
|
481
$24.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-503- 1.86% |
$20K - $22.2K
|
26.6K
$1.38M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5KNew |
$199K - $221K
|
5K
$259K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.61K- 9.16% |
$183K - $204K
|
45.7K
$2.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-374- 4.29% |
$14.9K - $16.5K
|
8.34K
$432K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 7.35% |
$993 - $1.11K
|
365
$18.9K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5KNew |
$94.8K - $106K
|
2.5K
$130K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
361+ 440.24% |
$13.7K - $15.3K
|
443
$23K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.5KNew |
$434K - $484K
|
11.5K
$594K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
207New |
$7.85K - $8.75K
|
207
$10.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.23K- 20.37% |
$84.5K - $94.2K
|
8.71K
$451K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$180K - $200K
|
4.74K
$246K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.28KNew |
$200K - $223K
|
5.28K
$274K
|
|
| Q1 2024 | |||||||
|
Dec 17, 2025
Q1 2024
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
BUY
|
- |
232+ 2.0% |
$8.29K - $9.35K
|
11.9K
$615K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$240K - $271K
|
6.73K
$349K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.55K+ 79.4% |
$198K - $224K
|
12.5K
$650K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.02KNew |
$251K - $283K
|
7.02K
$364K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.5KNew |
$732K - $825K
|
20.5K
$1.06M
|
|