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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
59.6KNew |
$2.6M - $2.8M
|
59.6K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
57.4KNew |
$2.51M - $2.7M
|
57.4K
$2.63M
|
|
|
Jan 24, 2025
Q4 2024
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
29.8KNew |
$1.3M - $1.4M
|
29.8K
$1.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
28.1KNew |
$1.23M - $1.32M
|
28.1K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
26.9KNew |
$1.18M - $1.27M
|
26.9K
$1.23M
|
|
|
Feb 18, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23.1K+ 345.2% |
$1.01M - $1.09M
|
29.8K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
21.7KNew |
$950K - $1.02M
|
21.7K
$995K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.1KNew |
$658K - $709K
|
15.1K
$689K
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
13.5KNew |
$588K - $633K
|
13.5K
$616K
|
|
|
Jan 30, 2025
Q4 2024
|
Jnba Financial Advisors
|
BUY
|
- |
13.3K+ 16.31% |
$579K - $624K
|
94.6K
$4.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.3KNew |
$539K - $581K
|
12.3K
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
10.9KNew |
$478K - $515K
|
10.9K
$501K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
9.31KNew |
$406K - $438K
|
9.31K
$426K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
7.28K+ 20.56% |
$318K - $342K
|
42.7K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.43K+ 115.43% |
$281K - $302K
|
12K
$549K
|
|
|
Feb 12, 2025
Q4 2024
|
Freedom Financial Partners LLC
Oakdale, MN |
BUY
|
- |
5.86KNew |
$256K - $276K
|
5.86K
$268K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
5.45KNew |
$238K - $256K
|
5.45K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.24K+ 34.65% |
$229K - $246K
|
20.3K
$931K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
4.1K+ 73.69% |
$179K - $193K
|
9.67K
$442K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
3.92K+ 26.03% |
$171K - $184K
|
19K
$868K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 2.7% |
$165K - $178K
|
144K
$6.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.7K+ 991.96% |
$162K - $174K
|
4.07K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.46K+ 9.95% |
$107K - $116K
|
27.2K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
2K+ 21.59% |
$87.3K - $94.1K
|
11.3K
$515K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.93K+ 9.3% |
$84.4K - $90.9K
|
22.7K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.89K+ 10.31% |
$82.5K - $88.9K
|
20.2K
$924K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1.63KNew |
$71K - $76.4K
|
1.63K
$74.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.54K+ 4.09% |
$67K - $72.2K
|
39K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
1.52K+ 10.77% |
$66.3K - $71.5K
|
15.6K
$715K
|
|
|
Jan 23, 2025
Q4 2024
|
Rhs Financial, LLC
|
BUY
|
- |
1.47K+ 20.52% |
$64.4K - $69.3K
|
8.66K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
1.34KNew |
$58.6K - $63.2K
|
1.34K
$61.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
1.2K+ 20.02% |
$52.3K - $56.3K
|
7.18K
$328K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.12K+ 4.92% |
$49K - $52.7K
|
23.9K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.08KNew |
$47.3K - $50.9K
|
1.08K
$49.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.05K+ 10.3% |
$45.7K - $49.2K
|
11.2K
$513K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.04K+ 2.78% |
$45.3K - $48.8K
|
38.3K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
BUY
|
- |
973+ 21.33% |
$42.5K - $45.8K
|
5.54K
$253K
|
|
|
Jan 24, 2025
Q4 2024
|
Better Money Decisions, LLC
|
BUY
|
- |
790+ 0.85% |
$34.5K - $37.2K
|
93.8K
$4.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
683+ 5.1% |
$29.8K - $32.1K
|
14.1K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
489+ 4.34% |
$21.4K - $23K
|
11.8K
$538K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
338+ 5.71% |
$14.8K - $15.9K
|
6.26K
$286K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
319New |
$13.9K - $15K
|
319
$14.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
303+ 5.25% |
$13.2K - $14.3K
|
6.07K
$278K
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
195+ 0.1% |
$8.52K - $9.17K
|
203K
$9.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
BUY
|
- |
53+ 0.54% |
$2.31K - $2.49K
|
9.82K
$449K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Vancouver Investment Management, LLC
Vancouver, WA |
BUY
|
- |
42+ 21.11% |
$1.83K - $1.98K
|
241
$11K
|
|
|
Jan 28, 2025
Q4 2024
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
36+ 0.31% |
$1.57K - $1.69K
|
11.8K
$538K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
33+ 0.43% |
$1.44K - $1.55K
|
7.65K
$350K
|
|
|
Feb 11, 2025
Q4 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
18+ 0.18% |
$786 - $847
|
10.1K
$464K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$699 - $753
|
5.17K
$236K
|