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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
16+ 0.31% |
$699 - $753
|
5.17K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$187K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$187K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 0.35% |
$349 - $376
|
2.27K
$91.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.7KNew |
$1.58M - $1.75M
|
39.7K
$1.6M
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
5.14KNew |
$204K - $227K
|
5.14K
$206K
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
5KNew |
$199K - $221K
|
5K
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
481New |
$19.1K - $21.3K
|
481
$19.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
385New |
$15.3K - $17K
|
385
$15.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
125New |
$4.96K - $5.53K
|
125
$5.03K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
25+ 7.35% |
$993 - $1.11K
|
365
$14.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
20+ 0.3% |
$794 - $884
|
6.7K
$270K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
11.7K+ 17.62% |
$442K - $493K
|
77.9K
$3.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
11.5KNew |
$434K - $484K
|
11.5K
$460K
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.28KNew |
$200K - $223K
|
5.28K
$212K
|
|
|
Jul 23, 2024
Q2 2024
|
Sagace Wealth Management LLC
St. Petersburg, FL |
BUY
|
- |
4.74KNew |
$180K - $200K
|
4.74K
$191K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
3.6K+ 20.34% |
$137K - $152K
|
21.3K
$856K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.5KNew |
$94.8K - $106K
|
2.5K
$101K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
2.34K+ 214.09% |
$88.7K - $98.9K
|
3.43K
$138K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
1.02KNew |
$38.5K - $43K
|
1.02K
$40.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
361+ 440.24% |
$13.7K - $15.3K
|
443
$17.8K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
207New |
$7.85K - $8.75K
|
207
$8.32K
|
|
| Q1 2024 | |||||||
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
20.5KNew |
$732K - $825K
|
20.5K
$823K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
7.02KNew |
$251K - $283K
|
7.02K
$282K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
6.73KNew |
$240K - $271K
|
6.73K
$271K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
5.55K+ 79.4% |
$198K - $224K
|
12.5K
$504K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
200New |
$7.14K - $8.06K
|
200
$8.04K
|
|
| Q4 2023 | |||||||
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
793K+ 2648.32% |
$24.7M - $29M
|
823K
$33.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
16.5KNew |
$513K - $601K
|
16.5K
$662K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$317K - $371K
|
10.2K
$409K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.44K+ 48.77% |
$232K - $272K
|
22.7K
$912K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.51KNew |
$47K - $55.1K
|
1.51K
$60.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
757New |
$23.6K - $27.6K
|
757
$30.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.57% |
$686 - $803
|
1.43K
$57.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.2% |
$62.3 - $73
|
169
$6.79K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.5KNew |
$467K - $503K
|
14.5K
$581K
|
|
|
Nov 08, 2023
Q3 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
14K+ 15.47% |
$452K - $487K
|
104K
$4.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10KNew |
$323K - $349K
|
10K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$301K - $325K
|
9.32K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.28KNew |
$73.6K - $79.3K
|
2.28K
$91.6K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.93KNew |
$181K - $201K
|
5.93K
$239K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
10.1KNew |
$286K - $317K
|
10.1K
$407K
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$190K - $211K
|
6.75K
$271K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
229+ 2.51% |
$6.46K - $7.17K
|
9.35K
$376K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198KNew |
$5.28M - $6.02M
|
198K
$7.96M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.86KNew |
$103K - $118K
|
3.86K
$155K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
350+ 107.69% |
$9.33K - $10.6K
|
675
$27.1K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$8K - $9.13K
|
300
$12.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
285New |
$7.6K - $8.67K
|
285
$11.5K
|
|