Latest Institutional Purchases of Ishares Tr Esg Screened S&P 50 (XVV)

XVV Quotes by TradingView

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
Oct 24, 2025 Q3 2025
Cedar Mountain Advisors, LLC

BUY
 -
2
New
$95.3 - $103
2 $104
Q2 2025
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
23.5K
New
$889K - $1.12M
23.5K $1.22M
Aug 14, 2025 Q2 2025
Ep Wealth Advisors, LLC

Torrance, CA
BUY
 -
11.3K
New
$427K - $537K
11.3K $584K
Aug 11, 2025 Q2 2025
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
10.5K
New
$397K - $499K
10.5K $542K
Aug 27, 2025 Q2 2025
Tribridge Partners Financial LLC

Columbia, MD
BUY
 -
9.25K
New
$351K - $441K
9.25K $480K
Aug 14, 2025 Q2 2025
Old Mission Capital LLC

BUY
 -
4.91K
New
$186K - $234K
4.91K $255K
Aug 08, 2025 Q2 2025
Better Money Decisions, LLC

BUY
 -
1.84K
+ 2.12%
$69.8K - $87.8K
88.6K $4.59M
Aug 13, 2025 Q2 2025
Wharton Business Group, LLC

Malvern, PA
BUY
 -
885
+ 1.17%
$33.6K - $42.2K
76.4K $3.96M
Aug 08, 2025 Q2 2025
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
266
+ 103.1%
$10.1K - $12.7K
524 $27.2K
Aug 14, 2025 Q2 2025
Integrated Wealth Concepts LLC

BUY
 -
158
+ 1.49%
$5.99K - $7.54K
10.8K $558K
Aug 13, 2025 Q2 2025
Parkworth Wealth Management, Inc.

Los Gatos, CA
BUY
 -
25
+ 0.24%
$948 - $1.19K
10.7K $553K
Aug 04, 2025 Q2 2025
Navalign, LLC

BUY
 -
14
+ 0.14%
$531 - $668
9.84K $510K
Aug 11, 2025 Q2 2025
Atlantic Private Wealth, LLC

BUY
 -
1
+ 0.0%
$37.9 - $47.7
67.7K $3.51M
Aug 12, 2025 Q2 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q1 2025
May 15, 2025 Q1 2025
Mercer Global Advisors Inc

Denver, CO
BUY
 -
10K
+ 81.1%
$423K - $474K
22.4K $1.16M
Apr 23, 2025 Q1 2025
Gray Private Wealth, LLC

Canton, MA
BUY
 -
6.58K
New
$278K - $311K
6.58K $341K
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
1.46K
New
$61.5K - $68.9K
1.46K $75.5K
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 14, 2025 Q1 2025
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
359
New
$15.2K - $17K
359 $18.6K
May 02, 2025 Q1 2025
Napatree Capital LLC

Westerly, RI
BUY
 -
321
+ 3.17%
$13.6K - $15.2K
10.5K $542K
May 15, 2025 Q1 2025
1 North Wealth Services LLC

Annapolis, MD
BUY
 -
310
New
$13.1K - $14.7K
310 $16.1K
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
Q4 2024
Jan 22, 2025 Q4 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
15.1K
New
$658K - $709K
15.1K $781K
Feb 12, 2025 Q4 2024
Blair William & CO

Chicago, IL
BUY
 -
3.7K
+ 991.96%
$162K - $174K
4.07K $211K
Jan 22, 2025 Q4 2024
Buffington Mohr Mc Neal

BUY
 -
2K
+ 21.59%
$87.3K - $94.1K
11.3K $584K
Jan 29, 2025 Q4 2024
Mc Clarren Financial Advisors, Inc.

State College, PA
BUY
 -
1.63K
New
$71K - $76.4K
1.63K $84.2K
Feb 11, 2025 Q4 2024
Fort Vancouver Investment Management, LLC

Vancouver, WA
BUY
 -
42
+ 21.11%
$1.83K - $1.98K
241 $12.5K
Feb 14, 2025 Q4 2024
Mjp Associates Inc

BUY
 -
15
+ 0.32%
$655 - $706
4.65K $241K
Feb 04, 2025 Q4 2024
Advisor Os, LLC

BUY
 -
15
+ 0.32%
$655 - $706
4.65K $241K
Q3 2024
Oct 30, 2024 Q3 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
5.14K
New
$204K - $227K
5.14K $266K
Oct 18, 2024 Q3 2024
Embree Financial Group

Chicago, IL
BUY
 -
5K
New
$199K - $221K
5K $259K
Oct 30, 2024 Q3 2024
Focused Wealth Management, Inc

BUY
 -
481
New
$19.1K - $21.3K
481 $24.9K
Nov 14, 2024 Q3 2024
Fsa Wealth Management LLC

Needham, MA
BUY
 -
125
New
$4.96K - $5.53K
125 $6.48K
Oct 15, 2024 Q3 2024
Spire Wealth Management

BUY
 -
25
+ 7.35%
$993 - $1.11K
365 $18.9K
Q2 2024
Aug 06, 2024 Q2 2024
Asset Dedication, LLC

BUY
 -
11.5K
New
$434K - $484K
11.5K $594K
Jul 11, 2024 Q2 2024
Cra Financial Services, LLC

BUY
 -
5.28K
New
$200K - $223K
5.28K $274K
Jul 23, 2024 Q2 2024
Sagace Wealth Management LLC

St. Petersburg, FL
BUY
 -
4.74K
New
$180K - $200K
4.74K $246K
Aug 14, 2024 Q2 2024
Flputnam Investment Management CO

Portland, ME
BUY
 -
2.5K
New
$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 02, 2024 Q2 2024
Archer Investment Corp

BUY
 -
207
New
$7.85K - $8.75K
207 $10.7K
Q1 2024
Apr 24, 2024 Q1 2024
Raymond James Trust N.A.

BUY
 -
20.5K
New
$732K - $825K
20.5K $1.06M
May 03, 2024 Q1 2024
Petix & Botte CO

BUY
 -
7.02K
New
$251K - $283K
7.02K $364K
May 15, 2024 Q1 2024
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
6.73K
New
$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
Dec 17, 2025 Q1 2024
Emergent Wealth Advisors, LLC

Williamsville, NY
BUY
 -
232
+ 2.0%
$8.29K - $9.35K
11.9K $615K
Q4 2023
Feb 22, 2024 Q4 2023
Sun Life Financial Inc

Toronto, A6
BUY
 -
793K
+ 2648.32%
$24.7M - $29M
823K $42.7M
Jan 17, 2024 Q4 2023
Acorn Financial Advisory Services Inc

BUY
 -
16.5K
New
$513K - $601K
16.5K $853K
Sep 09, 2025 Q4 2023
Cambridge Financial Group, LLC

Tucson, AZ
BUY
 -
11.5K
New
$357K - $418K
11.5K $594K

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