Latest Institutional Purchases of Ishares Tr Esg Screened S&P 50 (XVV)
This list provides information on the latest institutional transactions involving Ishares Tr Esg Screened S&P 50 (XVV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
159KNew |
$7.6M - $8.25M
|
159K
$8.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$3M - $3.26M
|
63K
$3.27M
|
|
|
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
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23.3K+ 347.58% |
$1.11M - $1.2M
|
30K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 10.84% |
$1.02M - $1.1M
|
218K
$11.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 201.92% |
$869K - $943K
|
27.3K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18K+ 198.31% |
$856K - $929K
|
27K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
14.4K+ 17.47% |
$687K - $746K
|
97K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.5KNew |
$598K - $649K
|
12.5K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4K+ 14.74% |
$498K - $540K
|
81.3K
$4.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.27KNew |
$441K - $479K
|
9.27K
$480K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$389K - $422K
|
8.16K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.33KNew |
$301K - $327K
|
6.33K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.3KNew |
$300K - $326K
|
6.3K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.67KNew |
$223K - $242K
|
4.67K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.3KNew |
$205K - $222K
|
4.3K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.08K+ 15.47% |
$195K - $211K
|
30.5K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$188K - $204K
|
3.94K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.93KNew |
$187K - $203K
|
3.93K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.89KNew |
$185K - $201K
|
3.89K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 17.04% |
$125K - $135K
|
18K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 29.5% |
$90.8K - $98.5K
|
8.36K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
1.52K+ 15.31% |
$72.2K - $78.4K
|
11.4K
$592K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.39K+ 3.5% |
$66.1K - $71.8K
|
41K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 14.02% |
$57.6K - $62.6K
|
9.84K
$510K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
717+ 2.9% |
$34.2K - $37.1K
|
25.5K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
666+ 3.87% |
$31.7K - $34.4K
|
17.9K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
610+ 5.12% |
$29.1K - $31.5K
|
12.5K
$650K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
429+ 2.29% |
$20.4K - $22.2K
|
19.1K
$992K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
367+ 6.66% |
$17.5K - $19K
|
5.88K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
349+ 2.8% |
$16.6K - $18K
|
12.8K
$665K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
290New |
$13.8K - $15K
|
290
$15K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
268+ 4.0% |
$12.8K - $13.9K
|
6.97K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
259+ 4.98% |
$12.3K - $13.4K
|
5.46K
$283K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
236New |
$11.2K - $12.2K
|
236
$12.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
142+ 0.84% |
$6.76K - $7.34K
|
17K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 68.0% |
$6.48K - $7.03K
|
336
$17.4K
|
|
|
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
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.81% |
$4.76K - $5.17K
|
12.5K
$647K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
87+ 1.19% |
$4.14K - $4.5K
|
7.38K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.05K - $4.4K
|
85
$4.41K
|
|
|
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 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.33K - $1.45K
|
11.8K
$614K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20+ 0.83% |
$953 - $1.03K
|
2.43K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
16+ 0.25% |
$762 - $827
|
6.3K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.25% |
$667 - $724
|
5.65K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.11% |
$333 - $362
|
6.59K
$341K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.26% |
$238 - $259
|
1.94K
$100K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$238 - $259
|
5.51K
$285K
|
|
|
Nov 14, 2025
Q3 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
4+ 0.24% |
$191 - $207
|
1.65K
$85.3K
|
|