Purchases and Sales Made in Q3 2025 in Ishares Tr Esg Screened S&P 50 (XVV)
This table provides information about the institutional ownership of Ishares Tr Esg Screened S&P 50 (XVV) during Q3 2025. The information is specifically focused on institutions that hold shares of ISHARES TR ESG SCREENED S&P 50.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Brown Advisory Inc
|
BUY
|
- |
159KNew |
$7.6M - $8.25M
|
159K
$8.27M
|
|
|
Nov 04, 2025
Q3 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63KNew |
$3M - $3.26M
|
63K
$3.27M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
29.1K+ 47.96% |
$1.39M - $1.51M
|
89.8K
$4.66M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
23.3K+ 347.58% |
$1.11M - $1.2M
|
30K
$1.55M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
21.3K+ 10.84% |
$1.02M - $1.1M
|
218K
$11.3M
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
18.2K+ 201.92% |
$869K - $943K
|
27.3K
$1.41M
|
|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
18K+ 198.31% |
$856K - $929K
|
27K
$1.4M
|
|
|
Oct 28, 2025
Q3 2025
|
Jnba Financial Advisors
|
BUY
|
- |
14.4K+ 17.47% |
$687K - $746K
|
97K
$5.03M
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
12.5KNew |
$598K - $649K
|
12.5K
$650K
|
|
|
Oct 21, 2025
Q3 2025
|
Alpine Bank Wealth Management
Grand Junction, CO |
BUY
|
- |
10.4K+ 14.74% |
$498K - $540K
|
81.3K
$4.22M
|
|
|
Nov 05, 2025
Q3 2025
|
Black Diamond Financial, LLC
|
BUY
|
- |
9.27KNew |
$441K - $479K
|
9.27K
$480K
|
|
|
Oct 21, 2025
Q3 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
8.16KNew |
$389K - $422K
|
8.16K
$423K
|
|
|
Nov 10, 2025
Q3 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.33KNew |
$301K - $327K
|
6.33K
$328K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.3KNew |
$300K - $326K
|
6.3K
$327K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.67KNew |
$223K - $242K
|
4.67K
$242K
|
|
|
Nov 05, 2025
Q3 2025
|
Rmr Wealth Builders
|
BUY
|
- |
4.3KNew |
$205K - $222K
|
4.3K
$223K
|
|
|
Nov 14, 2025
Q3 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
4.08K+ 15.47% |
$195K - $211K
|
30.5K
$1.58M
|
|
|
Oct 15, 2025
Q3 2025
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
3.94KNew |
$188K - $204K
|
3.94K
$204K
|
|
|
Nov 10, 2025
Q3 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3.93KNew |
$187K - $203K
|
3.93K
$204K
|
|
|
Oct 09, 2025
Q3 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.89KNew |
$185K - $201K
|
3.89K
$201K
|
|
|
Oct 09, 2025
Q3 2025
|
Archer Investment Management, LLC
Austin, TX |
BUY
|
- |
2.62K+ 17.04% |
$125K - $135K
|
18K
$931K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
1.91K+ 29.5% |
$90.8K - $98.5K
|
8.36K
$433K
|
|
|
Oct 31, 2025
Q3 2025
|
Human Investing LLC
|
BUY
|
- |
1.52K+ 15.31% |
$72.2K - $78.4K
|
11.4K
$592K
|
|
|
Oct 28, 2025
Q3 2025
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1.39K+ 3.5% |
$66.1K - $71.8K
|
41K
$2.13M
|
|
|
Oct 30, 2025
Q3 2025
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
1.21K+ 14.02% |
$57.6K - $62.6K
|
9.84K
$510K
|
|
|
Nov 13, 2025
Q3 2025
|
North Rock Partners, LLC
|
BUY
|
- |
846+ 2.6% |
$40.3K - $43.7K
|
33.4K
$1.73M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
717+ 2.9% |
$34.2K - $37.1K
|
25.5K
$1.32M
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
666+ 3.87% |
$31.7K - $34.4K
|
17.9K
$926K
|
|
|
Oct 22, 2025
Q3 2025
|
Highland Financial Advisors, LLC
|
BUY
|
- |
610+ 5.12% |
$29.1K - $31.5K
|
12.5K
$650K
|
|
|
Oct 14, 2025
Q3 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
429+ 2.29% |
$20.4K - $22.2K
|
19.1K
$992K
|
|
|
Nov 10, 2025
Q3 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
367+ 6.66% |
$17.5K - $19K
|
5.88K
$305K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
349+ 2.8% |
$16.6K - $18K
|
12.8K
$665K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
290New |
$13.8K - $15K
|
290
$15K
|
|
|
Oct 21, 2025
Q3 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
268+ 4.0% |
$12.8K - $13.9K
|
6.97K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
259+ 4.98% |
$12.3K - $13.4K
|
5.46K
$283K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
236New |
$11.2K - $12.2K
|
236
$12.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
142+ 0.84% |
$6.76K - $7.34K
|
17K
$880K
|
|
|
Nov 03, 2025
Q3 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
136+ 68.0% |
$6.48K - $7.03K
|
336
$17.4K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
120+ 4.23% |
$5.72K - $6.21K
|
2.96K
$153K
|
|
|
Nov 12, 2025
Q3 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 0.81% |
$4.76K - $5.17K
|
12.5K
$647K
|
|
|
Oct 14, 2025
Q3 2025
|
Ellenbecker Investment Group
|
BUY
|
- |
87+ 1.19% |
$4.14K - $4.5K
|
7.38K
$382K
|
|
|
Nov 10, 2025
Q3 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
85New |
$4.05K - $4.4K
|
85
$4.41K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
48+ 0.25% |
$2.29K - $2.48K
|
19.6K
$1.01M
|
|
|
Oct 09, 2025
Q3 2025
|
Sprinkle Financial Consultants LLC
Littleton, CO |
BUY
|
- |
28+ 0.24% |
$1.33K - $1.45K
|
11.8K
$614K
|
|
|
Oct 30, 2025
Q3 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
20+ 0.83% |
$953 - $1.03K
|
2.43K
$126K
|
|
|
Nov 10, 2025
Q3 2025
|
Dakota Wealth Management
|
BUY
|
- |
16+ 0.25% |
$762 - $827
|
6.3K
$327K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
14+ 0.25% |
$667 - $724
|
5.65K
$293K
|
|
|
Nov 14, 2025
Q3 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7+ 0.11% |
$333 - $362
|
6.59K
$341K
|
|
|
Nov 07, 2025
Q3 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
5+ 0.09% |
$238 - $259
|
5.51K
$285K
|
|
|
Nov 12, 2025
Q3 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.26% |
$238 - $259
|
1.94K
$100K
|
|