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, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
10.2KNew |
$317K - $371K
|
10.2K
$527K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
7.44K+ 48.77% |
$232K - $272K
|
22.7K
$1.18M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
1.51KNew |
$47K - $55.1K
|
1.51K
$78.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
22+ 1.57% |
$686 - $803
|
1.43K
$73.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2+ 1.2% |
$62.3 - $73
|
169
$8.76K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
14.5KNew |
$467K - $503K
|
14.5K
$749K
|
|
|
Nov 08, 2023
Q3 2023
|
Montrusco Bolton Investments Inc.
Montreal, A8 |
BUY
|
- |
14K+ 15.47% |
$452K - $487K
|
104K
$5.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10KNew |
$323K - $349K
|
10K
$519K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.32KNew |
$301K - $325K
|
9.32K
$483K
|
|
| Q2 2023 | |||||||
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
5.93KNew |
$181K - $201K
|
5.93K
$308K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.75KNew |
$190K - $211K
|
6.75K
$350K
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
229+ 2.51% |
$6.46K - $7.17K
|
9.35K
$484K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198KNew |
$5.28M - $6.02M
|
198K
$10.3M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.86KNew |
$103K - $118K
|
3.86K
$200K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
300New |
$8K - $9.13K
|
300
$15.6K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
285New |
$7.6K - $8.67K
|
285
$14.8K
|
|
|
Feb 21, 2023
Q4 2022
|
Boulder Wealth Advisors, LLC
Boulder, CO |
BUY
|
- |
215New |
$5.73K - $6.54K
|
215
$11.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1+ 0.61% |
$26.7 - $30.4
|
164
$8.5K
|
|
| Q3 2022 | |||||||
|
Nov 03, 2022
Q3 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
10.2KNew |
$274K - $333K
|
10.2K
$530K
|
|
| Q2 2022 | |||||||
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
3.46MNew |
$94.8M - $120M
|
3.46M
$179M
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
1.1K+ 62.78% |
$34.8K - $40.7K
|
2.86K
$148K
|
|
| Q4 2021 | |||||||
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
300New |
$9.88K - $11.1K
|
300
$15.6K
|
|