Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
15+ 0.32% |
$655 - $706
|
4.65K
$213K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
8+ 0.35% |
$349 - $376
|
2.27K
$104K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-26- 0.1% |
$1.14K - $1.22K
|
26.4K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-27- 1.0% |
$1.18K - $1.27K
|
2.66K
$122K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-75- 0.62% |
$3.28K - $3.53K
|
12K
$551K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-87- 0.92% |
$3.8K - $4.09K
|
9.37K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Human Investing LLC
|
SELL
|
- |
-90- 0.89% |
$3.93K - $4.23K
|
10K
$458K
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-165- 2.53% |
$7.21K - $7.76K
|
6.35K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Crane Advisory, LLC
Fullerton, CA |
SELL
|
- |
-191- 3.0% |
$8.34K - $8.98K
|
6.18K
$283K
|
|
|
Jan 30, 2025
Q4 2024
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-213- 3.07% |
$9.3K - $10K
|
6.74K
$308K
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-223- 2.48% |
$9.74K - $10.5K
|
8.77K
$401K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-223- 1.94% |
$9.74K - $10.5K
|
11.3K
$516K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-367- 7.29% |
$16K - $17.3K
|
4.67K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-376- 1.98% |
$16.4K - $17.7K
|
18.6K
$854K
|
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-380- 1.26% |
$16.6K - $17.9K
|
29.9K
$1.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-891- 14.67% |
$38.9K - $41.9K
|
5.18K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.58K- 25.74% |
$69.2K - $74.5K
|
4.57K
$209K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-1.6K- 20.09% |
$69.9K - $75.3K
|
6.36K
$291K
|
|
|
Feb 07, 2025
Q4 2024
|
Retirement Capital Strategies
|
SELL
|
- |
-2.37K- 4.43% |
$103K - $111K
|
51.2K
$2.34M
|
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-2.47K- 3.52% |
$108K - $116K
|
67.7K
$3.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.95K- 3.01% |
$129K - $139K
|
95K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.2K- 3.7% |
$140K - $151K
|
83.2K
$3.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Council Asset Management Inc
|
SELL
|
- |
-5.15K- 15.96% |
$225K - $242K
|
27.1K
$1.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-10.1K- 25.8% |
$442K - $476K
|
29.1K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-10.8K- 16.18% |
$474K - $510K
|
56.2K
$2.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-15.8K- 76.55% |
$688K - $741K
|
4.83K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-23.1K- 77.51% |
$1.01M - $1.09M
|
6.69K
$306K
|