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iShares ESG Screened S&P 500 ETF (XVV) Institutional Ownership

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(As of 05/17/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares ESG Screened S&P 500 ETF (BATS:XVV)

Number of
Institutional Buyers
(last 12 months)
37
Total
Institutional Inflows
(last 12 months)
$22.13M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$50.72M
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XVV Institutional Buying and Selling by Quarter

iShares ESG Screened S&P 500 ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/15/2024 Wick Capital Partners LLC29,644$1.19M1.2%-11.3%0.467%
5/7/2024 Topel & Distasi Wealth Management LLC7,023$283K0.1%-7.0%0.111%
5/6/2024 Financial Council LLC33,389$1.35M0.8%-2.4%0.526%
5/4/2024 Gould Asset Management LLC CA37,510$1.51M0.4%+26.5%0.591%
5/2/2024 Better Money Decisions LLC96,418$3.89M3.1%-0.3%1.518%
4/30/2024 Townsend Asset Management Corp NC ADV5,417$218K0.1%N/A0.086%
4/30/2024Commonwealth Equity Services LLC15,601$629K0.0%+14.2%0.248%
4/26/2024 JNBA Financial Advisors40,162$1.62M0.2%+1,403.6%0.637%
4/25/2024 Human Investing LLC10,101$407K0.1%+17.5%0.160%
4/23/2024 BSW Wealth Partners110,078$4.44M0.8%-2.1%1.747%
4/23/2024 Raymond James Financial Services Advisors Inc.47,322$1.91M0.0%+210.3%0.751%
4/19/2024 Monument Capital Management5,645$227K0.1%-8.9%0.090%
4/18/2024 RHS Financial LLC7,794$314K0.2%-12.3%0.124%
4/16/2024 Monumental Financial Group Inc.27,260$1.10M0.6%N/A0.433%
4/16/2024 Tarbox Family Office Inc.14,106$568K0.1%+7.8%0.224%
4/15/2024 Sunbelt Securities Inc.12,170$490K0.1%+7.3%0.193%
4/9/2024 Montecito Bank & Trust8,285$334K0.1%-3.1%0.158%
4/2/2024 ST Germain D J Co. Inc.11,176$450K0.0%-3.5%0.213%
3/26/2024 Napatree Capital LLC10,612$386K0.4%N/A0.202%
2/14/2024 Retirement Capital Strategies121,448$4.42M1.9%-5.7%2.313%
2/12/2024 Sprinkle Financial Consultants LLC7,293$265K0.3%N/A0.139%
2/9/2024 Franklin Resources Inc.66,218$2.41M0.0%N/A1.261%
2/8/2024 Tarbox Family Office Inc.13,085$476K0.1%-6.5%0.249%
2/8/2024 US Financial Advisors LLC39,444$1.44M0.5%+8.3%0.751%
2/8/2024 JNBA Financial Advisors2,671$97K0.0%+91.1%0.051%
2/7/2024 Principal Securities Inc.757$28K0.0%N/A0.014%
2/7/2024 Sun Life Financial Inc.29,947$1.09B0.2%-96.4%0.570%
2/6/2024 Heritage Wealth Management LLC11,136$405K0.2%N/A0.212%
2/6/2024 New York Life Investment Management LLC22,696$826K0.0%+48.8%0.432%
2/2/2024 Truist Financial Corp50,090$1.82M0.0%-4.0%0.954%
2/2/2024 Gould Asset Management LLC CA29,660$1.08M0.3%+35.0%0.565%
2/1/2024 Ellenbecker Investment Group5,783$210K0.0%N/A0.110%
2/1/2024 Monument Capital Management6,199$226K0.1%-14.3%0.118%
2/1/2024 CWM LLC4,340$158K0.0%N/A0.083%
1/29/2024 Financial Council Asset Management Inc34,217$1.25M0.8%N/A0.652%
1/25/2024 BSW Wealth Partners112,434$4.09M0.8%+0.8%2.142%
1/24/2024 Private Trust Co. NA1,508$55K0.0%N/A0.029%
1/23/2024 Better Money Decisions LLC96,695$3.52M2.9%+39.0%1.842%
1/22/2024 Crane Advisory LLC6,706$241K0.1%N/A0.128%
1/18/2024 Highland Financial Advisors LLC11,883$432K0.2%+4.7%0.226%
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1/17/2024 Acorn Financial Advisory Services Inc. ADV16,464$599K0.1%N/A0.314%
1/16/2024 Raymond James Financial Services Advisors Inc.15,251$555K0.0%+1.8%0.290%
1/16/2024 Topel & Distasi Wealth Management LLC7,550$275K0.1%-4.3%0.144%
1/5/2024 Montecito Bank & Trust8,546$311K0.1%N/A0.163%
12/11/2023 Sunbelt Securities Inc.12,360$401K0.1%N/A0.235%
11/15/2023 Becker Capital Management Inc.187,724$6.12M0.2%+55.6%3.576%
11/13/2023 Retirement Capital Strategies128,852$4.18M2.0%-82.9%2.454%
11/13/2023 US Financial Advisors LLC36,432$1.18M0.5%+7.3%0.694%
11/8/2023 Montrusco Bolton Investments Inc.104,439$3.39M0.0%+15.5%1.989%
11/8/2023Pathstone Family Office LLC10,014$325K0.0%N/A0.191%
11/8/2023 Better Money Decisions LLC69,588$2.26M2.0%+3.2%1.325%
11/8/2023 New York Life Investment Management LLC15,256$495K0.0%+17.6%0.291%
11/7/2023 Topel & Distasi Wealth Management LLC7,890$256K0.1%-4.9%0.150%
11/6/2023 Sigma Planning Corp8,365$271K0.0%-5.0%0.159%
11/6/2023 Wharton Business Group LLC89,190$2.89M0.2%+6.2%1.699%
10/27/2023 BSW Wealth Partners111,487$3.62M0.8%-0.5%2.124%
10/24/2023 Raymond James Financial Services Advisors Inc.14,977$486K0.0%-2.3%0.285%
10/24/2023 Gould Asset Management LLC CA21,965$712K0.2%-8.7%0.418%
10/24/2023 Cambridge Investment Research Advisors Inc.24,775$803K0.0%+3.0%0.472%
10/23/2023 Armor Investment Advisors LLC11,222$364K0.2%-4.3%0.214%
10/23/2023Commonwealth Equity Services LLC9,819$318K0.0%+4.0%0.187%
10/18/2023 Leverty Financial Group LLC6,710$218K0.2%-51.8%0.128%
10/13/2023 Tarbox Family Office Inc.13,998$454K0.1%N/A0.267%
10/12/2023 AdvisorNet Financial Inc1,403$45K0.0%+43.3%0.027%
10/11/2023 Navalign LLC9,117$296K0.1%N/A0.174%
8/15/2023 Becker Capital Management Inc.120,629$4.08M0.2%N/A2.298%
8/11/2023 Atlantic Private Wealth LLC84,761$2.87M2.9%+0.5%1.614%
8/10/2023 US Financial Advisors LLC33,963$1.15M0.5%-8.9%0.647%
8/9/2023 Better Money Decisions LLC67,444$2.28M1.9%-1.9%1.285%
8/7/2023 Gould Asset Management LLC CA24,055$813K0.2%+9.8%0.458%
8/7/2023 Wharton Business Group LLC84,020$2.84M0.2%+0.4%1.600%
8/7/2023 Human Investing LLC8,444$286K0.1%+7.3%0.161%
8/7/2023 New York Life Investment Management LLC12,974$439K0.0%-22.0%0.247%
8/4/2023 Envestnet Asset Management Inc.70,671$2.39M0.0%+0.9%1.346%
8/3/2023 JNBA Financial Advisors1,171$40K0.0%+52.1%0.022%
8/3/2023 Montrusco Bolton Investments Inc.90,448$3.06M0.0%+12.9%1.723%
8/2/2023 Capital Asset Advisory Services LLC5,933$203K0.0%N/A0.113%
8/2/2023 MAI Capital Management21,835$738K0.0%-4.4%0.416%
8/2/2023 Sigma Planning Corp8,808$298K0.0%-7.4%0.184%
7/31/2023 LPL Financial LLC11,433$387K0.0%+10.0%0.238%
7/19/2023 Armor Investment Advisors LLC11,722$396K0.2%-7.4%0.244%
7/14/2023 AdvisorNet Financial Inc979$33K0.0%N/A0.020%
7/13/2023 Highland Financial Advisors LLC11,391$385K0.2%-3.0%0.237%
7/13/2023 Cambridge Investment Research Advisors Inc.24,043$813K0.0%+5.1%0.501%
6/22/2023 Gries Financial LLC10,524$325K0.1%-11.7%0.219%
5/16/2023 BSW Wealth Partners117,658$3.64M0.7%+0.6%2.736%
5/12/2023 Atlantic Private Wealth LLC84,338$2.61M2.7%+5.6%1.961%
5/10/2023 MAI Capital Management22,850$706K0.0%-26.7%0.531%
5/10/2023 Human Investing LLC7,872$243K0.1%N/A0.183%
5/9/2023 US Bancorp DE10,524$325K0.0%-11.7%0.245%
41 banks launch ‘crypto dollar’ (Ad)

Everyone knows the US financial system is in the middle of a radical change... The White House wants an all-digital dollar. Plus at least 41 major banks (see if your bank is one of them right here).

Here's how you capitalize (including #1 crypto to play it).
5/9/2023 Montrusco Bolton Investments Inc.80,125$2.48M0.1%+119.6%1.863%
5/8/2023 New York Life Investment Management LLC16,630$514K0.0%-74.7%0.387%
5/5/2023 Truist Financial Corp52,210$1.61M0.0%-17.3%1.214%
5/4/2023 US Financial Advisors LLC37,277$1.15M0.5%+7.3%0.867%
5/4/2023 Wharton Business Group LLC83,695$2.59M0.2%+3.8%1.946%
5/3/2023 Better Money Decisions LLC68,764$2.13M1.8%+23.7%1.599%
4/21/2023 Monument Capital Management7,274$225K0.1%-9.6%0.169%
4/14/2023 Raymond James Financial Services Advisors Inc.15,333$474K0.0%-6.5%0.357%
2/13/2023 Heritage Wealth Management LLC33,468$951K0.1%+99.3%0.000%
2/10/2023 New York Life Investment Management LLC65,775$1.87M0.0%+84.1%0.000%
(Data available from 1/1/2016 forward)

XVV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of XVV shares?

During the previous two years, 55 institutional investors and hedge funds held shares of iShares ESG Screened S&P 500 ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($1.09B), Becker Capital Management Inc. ($6.12M), BSW Wealth Partners ($4.44M), Retirement Capital Strategies ($4.42M), Better Money Decisions LLC ($3.89M), Montrusco Bolton Investments Inc. ($3.39M), and Wharton Business Group LLC ($2.89M).Learn more on XVV's institutional investors.

Which institutional investors have been buying iShares ESG Screened S&P 500 ETF stock?

Of the 45 institutional investors that purchased iShares ESG Screened S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Becker Capital Management Inc. ($187.72K), Montrusco Bolton Investments Inc. ($92.75K), Franklin Resources Inc. ($66.22K), US Financial Advisors LLC ($42.76K), Better Money Decisions LLC ($42.42K), New York Life Investment Management LLC ($39.76K), and Gould Asset Management LLC CA ($39.60K).

How much institutional buying is happening at iShares ESG Screened S&P 500 ETF?

Institutional investors have bought a total of 884,224 shares in the last 24 months. This purchase volume represents approximately $29.76M in transactions.

Which iShares ESG Screened S&P 500 ETF major shareholders have been selling company stock?

Of the 25 institutional investors that sold iShares ESG Screened S&P 500 ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sun Life Financial Inc. ($793.09K), Retirement Capital Strategies ($631.12K), Cambridge Investment Research Advisors Inc. ($70.43K), New York Life Investment Management LLC ($52.80K), MAI Capital Management ($13.31K), Truist Financial Corp ($13.03K), and RHS Financial LLC ($7.59K).

How much institutional selling is happening at iShares ESG Screened S&P 500 ETF?

Institutional investors have sold a total of 1,615,538 shares in the last 24 months. This volume of shares sold represents approximately $55.23M in transactions.


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This page (BATS:XVV) was last updated on 5/19/2024 by MarketBeat.com Staff

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