Latest Institutional Sells 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 sells. 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 sale has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.8K- 77.49% |
$942K - $1.02M
|
5.74K
$298K
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-10.5K- 93.27% |
$501K - $544K
|
759
$39.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-7.86K- 35.45% |
$374K - $406K
|
14.3K
$741K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-6.36K- 9.06% |
$303K - $329K
|
63.8K
$3.31M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.49K- 13.53% |
$166K - $180K
|
22.3K
$1.16M
|
|
|
Oct 28, 2025
Q3 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.65K- 16.57% |
$78.6K - $85.3K
|
8.31K
$431K
|
|
|
Nov 10, 2025
Q3 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-1.43K- 8.76% |
$68.2K - $74K
|
14.9K
$773K
|
|
|
Oct 14, 2025
Q3 2025
|
Monument Capital Management
|
SELL
|
- |
-1.35K- 25.0% |
$64.4K - $69.9K
|
4.05K
$210K
|
|
|
Nov 12, 2025
Q3 2025
|
Becker Capital Management Inc
|
SELL
|
- |
-1.09K- 0.48% |
$51.7K - $56.1K
|
226K
$11.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-918- 9.39% |
$43.7K - $47.5K
|
8.85K
$459K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-596- 7.25% |
$28.4K - $30.8K
|
7.62K
$395K
|
|
|
Nov 10, 2025
Q3 2025
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-571- 8.45% |
$27.2K - $29.5K
|
6.19K
$321K
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-489- 2.43% |
$23.3K - $25.3K
|
19.7K
$1.02M
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-486- 1.8% |
$23.2K - $25.1K
|
26.4K
$1.37M
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-460- 12.35% |
$21.9K - $23.8K
|
3.27K
$169K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-442- 23.8% |
$21.1K - $22.9K
|
1.42K
$73.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-407- 6.85% |
$19.4K - $21K
|
5.54K
$287K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-377- 1.75% |
$18K - $19.5K
|
21.1K
$1.09M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-366- 1.24% |
$17.4K - $18.9K
|
29.1K
$1.51M
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Council Asset Management Inc
|
SELL
|
- |
-286- 0.96% |
$13.6K - $14.8K
|
29.5K
$1.53M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-278- 12.2% |
$13.2K - $14.4K
|
2K
$104K
|
|
|
Nov 12, 2025
Q3 2025
|
Veridan Wealth LLC
West Linn, OR |
SELL
|
- |
-261- 2.4% |
$12.4K - $13.5K
|
10.6K
$550K
|
|
|
Nov 06, 2025
Q3 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-232- 0.57% |
$11.1K - $12K
|
40.5K
$2.1M
|
|
|
Oct 15, 2025
Q3 2025
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.73% |
$9.1K - $9.88K
|
4.93K
$256K
|
|
|
Nov 13, 2025
Q3 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-101- 1.0% |
$4.81K - $5.22K
|
10K
$520K
|
|
|
Oct 15, 2025
Q3 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-97- 9.55% |
$4.62K - $5.02K
|
919
$47.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-94- 2.05% |
$4.48K - $4.86K
|
4.5K
$233K
|
|
|
Oct 23, 2025
Q3 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-62- 1.16% |
$2.95K - $3.21K
|
5.26K
$273K
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20- 0.22% |
$953 - $1.03K
|
8.96K
$464K
|
|
|
Oct 31, 2025
Q3 2025
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-18- 5.2% |
$858 - $931
|
328
$17K
|
|
|
Oct 20, 2025
Q3 2025
|
Freedom Financial Partners LLC
Oakdale, MN |
SELL
|
- |
-8- 0.07% |
$381 - $414
|
10.7K
$555K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
SELL
|
- |
-15K- 26.98% |
$569K - $715K
|
40.6K
$2.1M
|
|
|
Aug 11, 2025
Q2 2025
|
Retirement Capital Strategies
|
SELL
|
- |
-10.3K- 40.18% |
$392K - $493K
|
15.4K
$797K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.55K- 9.76% |
$135K - $169K
|
32.8K
$1.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-3.06K- 13.68% |
$116K - $146K
|
19.3K
$1M
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.6K- 17.25% |
$60.5K - $76.1K
|
7.65K
$397K
|
|
|
Nov 14, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-846- 2.54% |
$32.1K - $40.3K
|
32.5K
$1.69M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-811- 12.15% |
$30.8K - $38.7K
|
5.87K
$304K
|
|
|
Jul 22, 2025
Q2 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-250- 2.69% |
$9.48K - $11.9K
|
9.06K
$469K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-43- 1.25% |
$1.63K - $2.05K
|
3.39K
$176K
|
|
| Q1 2025 | |||||||
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-6.38K- 31.34% |
$269K - $302K
|
14K
$724K
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1.89K- 2.42% |
$79.6K - $89.1K
|
76K
$3.94M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-1.11K- 33.31% |
$46.8K - $52.4K
|
2.22K
$115K
|
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-217- 7.28% |
$9.17K - $10.3K
|
2.76K
$143K
|
|
|
Apr 10, 2025
Q1 2025
|
Leverty Financial Group, LLC
|
SELL
|
- |
-203- 2.1% |
$8.57K - $9.6K
|
9.46K
$491K
|
|
| Q4 2024 | |||||||
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$330K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$455K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-4.61K- 9.16% |
$183K - $204K
|
45.7K
$2.37M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-2.45K- 5.2% |
$97.3K - $108K
|
44.6K
$2.31M
|
|