Free Trial

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

iShares ESG Select Screened S&P 500 ETF logo
$40.23 -2.68 (-6.25%)
Closing price 04/17/2025 03:55 PM Eastern
Extended Trading
$40.23 0.00 (0.00%)
As of 04/17/2025 04:05 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Number of
Institutional Buyers
(last 12 months)
57
Total
Institutional Inflows
(last 12 months)
$28.70M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$5.92M
Get XVV Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares ESG Select Screened S&P 500 ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

XVV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/16/2025 Wealth Enhancement Advisory Services LLC6,676$286K0.0%+4.7%0.095%
4/15/2025 Financial Council LLC29,931$1.28M0.7%+10.3%0.425%
4/11/2025 Magnus Financial Group LLC19,471$833K0.1%+2.6%0.276%
4/10/2025 Better Money Decisions LLC86,777$3.71M2.5%-7.4%1.231%
4/10/2025 Freedom Financial Partners LLC8,048$344K0.2%+37.4%0.114%
4/9/2025 Archer Investment Management LLC18,480$791K0.5%-38.1%0.262%
4/8/2025 Presidio Capital Management LLC6,484$277K0.1%N/A0.092%
4/8/2025 Highland Financial Advisors LLC9,695$415K0.1%-13.5%0.138%
3/17/2025 Wealth Enhancement Advisory Services LLC6,379$289K0.0%N/A0.090%
2/18/2025Sunbelt Securities Inc.11,273$514K0.0%-1.9%0.178%
2/17/2025US Financial Advisors LLC29,877$1.35M0.4%-1.3%0.471%
2/17/2025Two Sigma Investments LP59,600$2.70M0.0%N/A0.939%
2/17/2025NorthRock Partners LLC26,941$1.22M0.0%N/A0.424%
2/17/2025Measured Risk Portfolios Inc.9,306$422K0.4%N/A0.147%
2/17/2025Cresset Asset Management LLC11,995$543K0.0%+115.4%0.189%
2/17/2025Cary Street Partners Financial LLC5,446$247K0.0%N/A0.086%
2/17/2025Bank of America Corp DE29,090$1.32M0.0%-25.8%0.458%
2/14/2025Mercer Global Advisors Inc. ADV12,347$559K0.0%N/A0.194%
2/14/2025Jane Street Group LLC4,827$219K0.0%-76.5%0.076%
2/14/2025Wick Capital Partners LLC6,692$303K0.1%-77.5%0.105%
2/13/2025Mariner LLC11,764$533K0.0%+4.3%0.185%
2/13/2025Redwood Park Advisors LLC1,083$49K0.0%N/A0.017%
2/13/2025Raymond James Financial Inc.57,439$2.60M0.0%N/A0.905%
2/13/2025Envestnet Asset Management Inc.27,156$1.23M0.0%+9.9%0.428%
2/12/2025Biltmore Family Office LLC56,201$2.55M0.4%-16.2%0.885%
2/12/2025Blair William & Co. IL4,073$185K0.0%+992.0%0.064%
2/12/2025JPMorgan Chase & Co.4,570$207K0.0%-25.7%0.072%
2/11/2025LPL Financial LLC143,666$6.51M0.0%+2.7%2.262%
2/11/2025Atlantic Private Wealth LLC67,669$3.07M2.3%-3.5%1.066%
2/11/2025VSM Wealth Advisory LLC1,343$61K0.0%N/A0.021%
2/10/2025Commonwealth Equity Services LLC23,910$1.08M0.0%+4.9%0.377%
2/10/2025Parkworth Wealth Management Inc.10,941$496K0.4%N/A0.172%
2/7/2025HighTower Advisors LLC38,340$1.74M0.0%+2.8%0.604%
2/7/2025Sage Mountain Advisors LLC14,073$637K0.0%+5.1%0.222%
2/7/2025Retirement Capital Strategies51,187$2.32M0.9%-4.4%0.806%
2/6/2025Townsend Asset Management Corp NC ADV4,668$211K0.1%-7.3%0.074%
2/6/2025Raymond James Financial Inc.57,439$2.60M0.0%N/A0.905%
2/6/2025 Financial Council LLC27,141$1.23M0.6%-16.0%0.427%
2/5/2025Veridan Wealth LLC13,458$621K0.3%N/A0.212%
2/4/2025Wharton Business Group LLC83,200$3.77M0.2%-3.7%1.310%
Elon Reveals Why There Soon Won’t Be Any Money For Social Security (Ad)

Elon Musk's Near-Death Experience Sparks Dire Warning for Americans After cheating death twice—once in a terrifying supercar crash with billionaire Peter Thiel, then from a deadly strain of malaria—Elon Musk emerged with a stark warning for Americans about looming financial dangers. Discover the little-known Trump IRS loophole that thousands are now using to safeguard their retirement from inflation and market turmoil—before it's too late.

See why thousands of forward-thinking retirement savers are now requesting this FREE 2025 Wealth Pro
2/4/2025Elwood & Goetz Wealth Advisory Group LLC6,073$275K0.1%+5.3%0.096%
1/31/2025Monument Capital Management5,535$251K0.1%+21.3%0.087%
1/30/2025JNBA Financial Advisors94,618$4.29M0.4%+16.3%1.490%
1/30/2025 Highland Financial Advisors LLC11,205$508K0.2%+10.3%0.176%
1/29/2025McClarren Financial Advisors Inc.1,625$73K0.2%N/A0.026%
1/28/2025Apollon Wealth Management LLC28,101$1.27M0.0%N/A0.443%
1/24/2025 Archer Investment Management LLC29,845$1.35M0.8%N/A0.470%
1/24/2025 Better Money Decisions LLC93,750$4.25M2.9%+0.8%1.476%
1/24/2025 Leverty Financial Group LLC9,666$438K0.2%+73.7%0.152%
1/24/2025 RHS Financial LLC8,658$392K0.2%+20.5%0.136%
1/23/2025Ferguson Shapiro LLC15,620$708K0.3%+10.8%0.246%
1/22/2025BSW Wealth Partners94,956$4.30M0.6%-3.0%1.495%
1/22/2025Buffington Mohr McNeal11,262$510K0.1%+21.6%0.177%
1/22/2025Kingswood Wealth Advisors LLC15,068$683K0.1%N/A0.237%
1/21/2025 Montecito Bank & Trust6,364$288K0.0%-20.1%0.100%
1/17/2025 Magnus Financial Group LLC18,974$859K0.1%+26.0%0.299%
1/17/2025Dakota Wealth Management6,256$283K0.0%+5.7%0.099%
1/17/2025Tarbox Family Office Inc.18,648$845K0.1%-2.0%0.294%
1/13/2025 Ellenbecker Investment Group7,175$325K0.1%+20.0%0.113%
12/26/2024JPMorgan Chase & Co.6,154$272K0.0%-16.4%0.097%
11/15/2024M&T Bank Corp44,636$1.97M0.0%-5.2%0.703%
11/15/2024MML Investors Services LLC20,776$919K0.0%+11.2%0.327%
11/15/2024Jane Street Group LLC20,581$910K0.0%+212.8%0.324%
11/15/2024HighTower Advisors LLC37,302$1.65M0.0%+8.5%0.587%
11/12/2024 Financial Council LLC32,295$1.43M0.7%-1.2%0.509%
11/7/2024MAI Capital Management21,584$955K0.0%+18.2%0.340%
11/4/2024Sigma Planning Corp7,614$337K0.0%-3.1%0.120%
10/31/2024US Financial Advisors LLC30,257$1.34M0.4%-17.2%0.476%
10/31/2024JNBA Financial Advisors81,352$3.60M0.4%+38.8%1.281%
10/30/2024 Highland Financial Advisors LLC10,159$449K0.2%-4.7%0.160%
10/29/2024BSW Wealth Partners97,904$4.33M0.6%-1.2%1.542%
10/29/2024Confluence Wealth Services Inc.9,458$418K0.0%+96.4%0.149%
10/25/2024 Better Money Decisions LLC92,960$4.11M2.9%-6.3%1.464%
10/23/2024Tarbox Family Office Inc.19,024$841K0.1%+30.3%0.300%
10/21/2024Townsend Asset Management Corp NC ADV5,035$223K0.1%-7.3%0.079%
10/18/2024Embree Financial Group5,000$221K0.0%N/A0.079%
10/18/2024 ST Germain D J Co. Inc.9,401$416K0.0%-12.3%0.148%
10/16/2024 Heritage Family Offices LLP8,335$369K0.2%-4.3%0.131%
10/15/2024 Magnus Financial Group LLC15,055$666K0.1%+24.5%0.237%
10/9/2024Ferguson Shapiro LLC14,101$624K0.2%N/A0.222%
8/16/2024Sunbelt Securities Inc.11,528$485K0.0%-5.3%0.182%
8/13/2024Merriman Wealth Management LLC8,991$378K0.0%-11.8%0.142%
8/13/2024Thrivent Financial for Lutherans21,295$896K0.0%+20.3%0.335%
8/6/2024Asset Dedication LLC11,454$482K0.0%N/A0.180%
8/2/2024 Magnus Financial Group LLC12,092$509K0.1%+51.4%0.190%
7/31/2024Confluence Wealth Services Inc.4,816$203K0.0%N/A0.076%
7/31/2024Commonwealth Equity Services LLC23,108$972K0.0%+48.1%0.364%
7/30/2024Elwood & Goetz Wealth Advisory Group LLC5,770$243K0.1%N/A0.091%
7/30/2024Navalign LLC9,770$411K0.1%+4.7%0.154%
7/30/2024 Heritage Family Offices LLP8,709$366K0.2%N/A0.137%
Will Trump match FDR's unprecedented FOUR terms? (Ad)

Not since Franklin Delano Roosevelt has a U.S. President served more than two terms. The conventional wisdom says it would require a Constitutional amendment for this to happen again. But former Presidential advisor Jim Rickards, who has spent 50 years in Washington advising the CIA, Treasury, and four U.S. Presidents, believes the impossible is becoming probable. "The groundwork is being laid for a THIRD Trump Presidency," says Rickards.

For the incredible back-story, click here.
7/26/2024 Sprinkle Financial Consultants LLC11,681$491K0.4%N/A0.184%
7/26/2024Cambridge Investment Research Advisors Inc.26,406$1.11M0.0%+4.0%0.416%
7/24/2024Colton Groome Financial Advisors LLC4,870$205K0.1%N/A0.077%
7/24/2024 Better Money Decisions LLC99,200$4.17M3.1%+2.9%1.562%
7/22/2024Dakota Wealth Management5,899$248K0.0%+4.8%0.093%
7/17/2024 Montecito Bank & Trust7,964$335K0.1%-3.9%0.125%
7/17/2024Tarbox Family Office Inc.14,602$614K0.1%+3.5%0.230%
7/16/2024 RHS Financial LLC7,378$310K0.2%-5.3%0.116%
7/15/2024 Leverty Financial Group LLC5,565$234K0.1%-17.1%0.088%
7/12/2024 CRA Financial Services LLC5,278$222K0.0%N/A0.083%
(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, 94 institutional investors and hedge funds held shares of iShares ESG Select Screened S&P 500 ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($1.09B), LPL Financial LLC ($6.51M), Becker Capital Management Inc. ($6.12M), BSW Wealth Partners ($4.30M), JNBA Financial Advisors ($4.29M), Wharton Business Group LLC ($3.77M), and Better Money Decisions LLC ($3.71M).Learn more on XVV's institutional investors.

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

Of the 79 institutional investors that purchased iShares ESG Select 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), Raymond James Financial Inc. ($114.88K), JNBA Financial Advisors ($75.17K), Montrusco Bolton Investments Inc. ($67.96K), Franklin Resources Inc. ($66.22K), Two Sigma Investments LP ($59.60K), and Better Money Decisions LLC ($45.99K).

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

Institutional investors have bought a total of 1,260,404 shares in the last 24 months. This purchase volume represents approximately $49.68M in transactions.

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

Of the 36 institutional investors that sold iShares ESG Select 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 ($633.49K), New York Life Investment Management LLC ($52.80K), Wick Capital Partners LLC ($26.86K), Jane Street Group LLC ($15.75K), Better Money Decisions LLC ($14.81K), and Truist Financial Corp ($13.03K).

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

Institutional investors have sold a total of 1,658,675 shares in the last 24 months. This volume of shares sold represents approximately $58.51M in transactions.



This page (BATS:XVV) was last updated on 4/20/2025 by MarketBeat.com Staff
From Our Partners