How do I set a price alert for XVV?

To set a XVV price alert on Stock Alarm Pro, navigate to the XVV quote page, select "Set Alert," choose your trigger type (price target, % move, RSI level, MACD, or volume breakout), and set your delivery channel. Stock Alarm Pro supports instant push notifications, SMS, and automated phone call alerts.

Can I get phone call alerts for XVV?

Yes. Stock Alarm Pro provides real-time automated phone call alerts for XVV. Phone call alerts ensure you are immediately awakened or interrupted during critical volatility events, overnight earnings moves, or strict stop-loss levels when silent push notifications might be overlooked.

What types of alerts can I set for XVV?

Stock Alarm Pro supports over 125 trigger types for XVV: price target alerts (above/below target), intraday percentage moves, RSI overbought/oversold levels, 50-day and 200-day moving average crossovers (golden cross / death cross), relative volume (RVOL) spikes, confirmed earnings date releases, and SEC Form-4 insider transaction filings.

How quickly will I be notified about XVV price changes?

XVV alerts are evaluated continuously in real-time against live market telemetry. Notifications are dispatched within sub-second latency via push notifications, SMS, or phone calls as soon as your trigger condition is met across regular, pre-market, and after-hours trading sessions.

Is Stock Alarm Pro free to use for XVV alerts?

Yes, Stock Alarm Pro offers a free tier that includes 3 active price alerts for XVV and other stocks. Full Pro membership is $20/month or $168/year with a 7-day free trial, unlocking unlimited alerts, phone call delivery, SMS, all 125+ technical indicators, institutional screeners, and real-time market telemetry across web, iOS, and Android.

XVV Institutional Ownership & 13F Filings

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

USBATSLast print 4 weeks agoAbout this dataData status

$57.17▼-0.43 (-0.76%)Stale · 4 weeks old

Extended:$58.89+1.72 (+3.00%)

WatchlistChart Studio

Institutional Ownership

Top 210 Institutional Holders

Holder	Shares	Date	Change	% Held
University of Cambridge Investment Management Ltd	1.65M	Sep 30, 26	--	17.90%
LPL Financial LLC	317.61K	Sep 30, 26	+11.40K	3.45%
BECKER CAPITAL MANAGEMENT INC	261.23K	Sep 30, 26	+5.56K	2.84%
KEYBANK NATIONAL ASSOCIATION/OH	182.67K	Sep 30, 26	+7.39K	1.98%
FRANKLIN TEMPLETON INC	82.36K	Sep 30, 26	+6.37K	0.89%
Bank of New York Mellon Corp	78.73K	Sep 30, 26	+4.53K	0.85%
Wharton Business Group, LLC	75.24K	Sep 30, 26	-680	0.82%
Alpine Bank Wealth Management	71.76K	Sep 30, 26	-857	0.78%
Atlantic Private Wealth, LLC	67.50K	Sep 30, 26	-128	0.73%
JNBA Financial Advisors	67.37K	Sep 30, 26	-8.29K	0.73%
RAYMOND JAMES FINANCIAL INC	59.96K	Sep 30, 26	+3.44K	0.65%
Biltmore Family Office, LLC	56.20K	Sep 30, 26	--	0.61%
THRIVENT FINANCIAL FOR LUTHERANS	54.78K	Sep 30, 26	-23.88K	0.59%
BARTLETT & CO. WEALTH MANAGEMENT LLC	49.72K	Sep 30, 26	+5.67K	0.54%
GOULD ASSET MANAGEMENT LLC /CA/	45.87K	Sep 30, 26	+905	0.50%
HighTower Advisors, LLC	41.98K	Sep 30, 26	-4.51K	0.46%
Lido Advisors, LLC	40.92K	Sep 30, 26	+3.39K	0.44%
NerdWallet Wealth Partners, LLC	34.80K	Sep 30, 26	+7.87K	0.38%
RETIREMENT CAPITAL STRATEGIES	30.25K	Sep 30, 26	+149	0.33%
MAI Capital Management	29.21K	Sep 30, 26	-2.34K	0.32%
Financial Council, LLC	28.13K	Sep 30, 26	+20	0.31%
WestHill Financial Advisors, Inc.	27.62K	Sep 30, 26	+27.62K	0.30%
Tarbox Family Office, Inc.	27.45K	Sep 30, 26	+4	0.30%
JPMORGAN CHASE & CO	27.34K	Sep 30, 26	-1.88K	0.30%
Focus Partners Wealth	23.67K	Sep 30, 26	+231	0.26%
Cornerstone Financial Management LLC	20.75K	Sep 30, 26	-964	0.23%
COMMONWEALTH EQUITY SERVICES, LLC	20.10K	Sep 30, 26	-7.73K	0.22%
Apollon Wealth Management, LLC	19.97K	Sep 30, 26	-236	0.22%
Mariner, LLC	18.66K	Sep 30, 26	+203	0.20%
Sage Mountain Advisors LLC	17.90K	Sep 30, 26	+510	0.19%
Sound Stewardship, LLC	17.84K	Sep 30, 26	+1.76K	0.19%
Kestra Advisory Services, LLC	17.47K	Sep 30, 26	+1.23K	0.19%
Human Investing LLC	17.12K	Sep 30, 26	-412	0.19%
M&T BANK CORP	16.66K	Sep 30, 26	+205	0.18%
Magnus Financial Group LLC	16.09K	Sep 30, 26	+38	0.17%
Heritage Family Offices, LLP	15.67K	Sep 30, 26	--	0.17%
Ferguson Shapiro LLC	14.97K	Sep 30, 26	+36	0.16%
Highland Financial Advisors, LLC	14.22K	Sep 30, 26	-66	0.15%
Private Advisor Group, LLC	12.59K	Sep 30, 26	+2.68K	0.14%
Savant Capital, LLC	12.57K	Sep 30, 26	--	0.14%
Sprinkle Financial Consultants LLC	11.96K	Sep 30, 26	+29	0.13%
COLTON GROOME FINANCIAL ADVISORS, LLC	11.85K	Sep 30, 26	--	0.13%
Emergent Wealth Advisors, LLC	11.63K	Sep 30, 26	--	0.13%
Cambridge Investment Research Advisors, Inc.	11.46K	Sep 30, 26	+1.79K	0.12%
Cambridge Financial Group, LLC	11.45K	Sep 30, 26	--	0.12%
Asset Dedication, LLC	11.45K	Sep 30, 26	--	0.12%
RMR Wealth Builders	11.29K	Sep 30, 26	+239	0.12%
Archer Investment Corp	10.94K	Sep 30, 26	--	0.12%
Freedom Financial Partners LLC	10.62K	Sep 30, 26	+318	0.12%
OSAIC HOLDINGS, INC.	10.13K	Sep 30, 26	-1.42K	0.11%
Black Diamond Financial, LLC	9.60K	Sep 30, 26	+339	0.10%
SFM, LLC d/b/a Sweeney Financial Advisors	9.21K	Sep 30, 26	+9.21K	0.10%
Measured Risk Portfolios, Inc.	9.06K	Sep 30, 26	--	0.10%
Navalign, LLC	8.90K	Sep 30, 26	--	0.10%
CAHABA WEALTH MANAGEMENT, INC.	8.74K	Sep 30, 26	+21	0.09%
Confluence Wealth Services, Inc.	8.62K	Sep 30, 26	-257	0.09%
KWB Wealth	8.47K	Sep 30, 26	-1.41K	0.09%
JANE STREET GROUP, LLC	7.88K	Sep 30, 26	+2.62K	0.09%
Crane Advisory, LLC	7.73K	Sep 30, 26	+1.97K	0.08%
Wingate Wealth Advisors, Inc.	7.34K	Sep 30, 26	+2	0.08%
VOISARD ASSET MANAGEMENT GROUP, INC.	7.19K	Sep 30, 26	--	0.08%
Sigma Planning Corp	6.95K	Sep 30, 26	-318	0.08%
GAINLINE FINANCIAL PARTNERS, LLC	6.92K	Sep 30, 26	+16	0.08%
Pettinga Financial Advisors LLC	6.87K	Sep 30, 26	--	0.07%
Curtis Advisory Group, LLC	6.77K	Sep 30, 26	--	0.07%
Vise Technologies, Inc.	6.52K	Sep 30, 26	-84	0.07%
Dakota Wealth Management	6.37K	Sep 30, 26	+15	0.07%
Montecito Bank & Trust	6.36K	Sep 30, 26	--	0.07%
Valeo Financial Advisors, LLC	6.24K	Sep 30, 26	+1.19K	0.07%
Elwood & Goetz Wealth Advisory Group, LLC	6.22K	Sep 30, 26	--	0.07%
Wealth Group Ltd	6.15K	Sep 30, 26	--	0.07%
CARY STREET PARTNERS FINANCIAL LLC	6.12K	Sep 30, 26	+5	0.07%
Sculati Wealth Management, LLC	5.97K	Sep 30, 26	+634	0.06%
Armor Investment Advisors, LLC	5.67K	Sep 30, 26	-46	0.06%
Urban Financial Advisory Corp	5.64K	Sep 30, 26	+1.54K	0.06%
CORA CAPITAL ADVISORS LLC	5.22K	Sep 30, 26	--	0.06%
Topel & Distasi Wealth Management, LLC	5.15K	Sep 30, 26	--	0.06%
Whitegate Investment Counselors, Inc.	5.12K	Sep 30, 26	-110	0.06%
Gray Private Wealth, LLC	5.12K	Sep 30, 26	-1.16K	0.06%
Perigon Wealth Management, LLC	4.43K	Sep 30, 26	-331	0.05%
SEEDS INVESTOR LLC	4.42K	Sep 30, 26	-95	0.05%
BLAIR WILLIAM & CO/IL	4.07K	Sep 30, 26	--	0.04%
US BANCORP \DE\	4.06K	Sep 30, 26	-57	0.04%
CreativeOne Wealth, LLC	4.04K	Sep 30, 26	+4.04K	0.04%
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV	3.99K	Sep 30, 26	-15	0.04%
Horst & Graben Wealth Management LLC	3.94K	Sep 30, 26	--	0.04%
Prosperity Planning, Inc.	3.89K	Sep 30, 26	--	0.04%
Grove Bank & Trust	3.86K	Sep 30, 26	--	0.04%
Selective Wealth Management, Inc.	3.85K	Sep 30, 26	--	0.04%
Global Retirement Partners, LLC	3.82K	Sep 30, 26	-415	0.04%
Zhang Financial LLC	3.79K	Sep 30, 26	--	0.04%
Walkner Condon Financial Advisors LLC	3.62K	Sep 30, 26	--	0.04%
Ellis Investment Partners, LLC	3.61K	Sep 30, 26	-335	0.04%
MATAURO, LLC	3.60K	Sep 30, 26	+9	0.04%
Archer Investment Management, LLC	3.52K	Sep 30, 26	-687	0.04%
OpenArc Corporate Advisory, LLC	3.46K	Sep 30, 26	+3.46K	0.04%
Monument Capital Management	3.46K	Sep 30, 26	-490	0.04%
Clearstead Advisors, LLC	3.29K	Sep 30, 26	--	0.04%
MOGY JOEL R INVESTMENT COUNSEL INC	3.17K	Sep 30, 26	--	0.03%
FMR LLC	3.02K	Sep 30, 26	-9	0.03%
ARCADIA INVESTMENT ADVISORS LLC	2.78K	Sep 30, 26	--	0.03%
Smithfield Trust Co	2.68K	Sep 30, 26	--	0.03%
Millstone Evans Group, LLC	2.45K	Sep 30, 26	--	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.34K	Sep 30, 26	--	0.03%
Abound Wealth Management	1.68K	Sep 30, 26	+1	0.02%
Redwood Park Advisors LLC	1.66K	Sep 30, 26	+4	0.02%
ASSETMARK, INC	1.56K	Sep 30, 26	--	0.02%
StrongBox Wealth, LLC	1.29K	Sep 30, 26	-105	0.01%
EASTERN BANK	1.20K	Sep 30, 26	-86	0.01%
Tidemark, LLC	1.01K	Sep 30, 26	-148	0.01%
Hanson & Doremus Investment Management	874	Sep 30, 26	-38	0.01%
Carolina Wealth Advisors, LLC	493	Sep 30, 26	--	0.01%
IFP Advisors, Inc	430	Sep 30, 26	+430	0.00%
Rossby Financial, LCC	419	Sep 30, 26	-69	0.00%
Spire Wealth Management	365	Sep 30, 26	--	0.00%
Farther Finance Advisors, LLC	313	Sep 30, 26	--	0.00%
Lynch Investment Planning, LLC	248	Sep 30, 26	+248	0.00%
Ashton Thomas Private Wealth, LLC	196	Sep 30, 26	-1.37K	0.00%
EverSource Wealth Advisors, LLC	133	Sep 30, 26	-17	0.00%
Allworth Financial LP	125	Sep 30, 26	+125	0.00%
Cedar Mountain Advisors, LLC	2	Sep 30, 26	--	0.00%
Arax Advisory Partners	--	Sep 30, 26	-359	--
Smartleaf Asset Management LLC	--	Sep 30, 26	-3.27K	--
Tribridge Partners Financial LLC	--	Sep 30, 26	-9.68K	--
RMG Wealth Management LLC	--	Sep 30, 26	-5	--
Pacific Excel Wealth Advisors, Inc.	--	Sep 30, 26	-15.67K	--
SUN LIFE FINANCIAL INC	441.62K	Jun 30, 26	-381.42K	4.79%
BECKER CAPITAL MANAGEMENT INC	255.67K	Jun 30, 26	+8.39K	2.78%
BROWN ADVISORY INC	227.66K	Jun 30, 26	+8.69K	2.47%
FRANKLIN TEMPLETON INC	76.00K	Jun 30, 26	--	0.82%
BSW Wealth Partners	57.66K	Jun 30, 26	-5.12K	0.63%
RAYMOND JAMES FINANCIAL INC	56.52K	Jun 30, 26	-5.09K	0.61%
NorthRock Partners, LLC	47.63K	Jun 30, 26	+360	0.52%
BARTLETT & CO. WEALTH MANAGEMENT LLC	44.05K	Jun 30, 26	+8.48K	0.48%
EP Wealth Advisors, LLC	39.98K	Jun 30, 26	-1.45K	0.43%
ROYAL BANK OF CANADA	32.25K	Jun 30, 26	+2.09K	0.35%
MAI Capital Management	31.55K	Jun 30, 26	-468	0.34%
BANK OF AMERICA CORP /DE/	30.22K	Jun 30, 26	+1.16K	0.33%
Wick Capital Partners, LLC	30.13K	Jun 30, 26	-13	0.33%
RETIREMENT CAPITAL STRATEGIES	30.11K	Jun 30, 26	+14.72K	0.33%
ENVESTNET ASSET MANAGEMENT INC	29.47K	Jun 30, 26	+1.41K	0.32%
JPMORGAN CHASE & CO	29.22K	Jun 30, 26	-3.29K	0.32%
Napier Financial, LLC	28.65K	Jun 30, 26	-153	0.31%
NerdWallet Wealth Partners, LLC	26.93K	Jun 30, 26	+4.54K	0.29%
MML INVESTORS SERVICES, LLC	25.37K	Jun 30, 26	+2.80K	0.28%
SUSQUEHANNA INTERNATIONAL GROUP, LLP	23.02K	Jun 30, 26	+23.02K	0.25%
Cresset Asset Management, LLC	19.07K	Jun 30, 26	+231	0.21%
Cetera Investment Advisers	17.20K	Jun 30, 26	+1.25K	0.19%
Prosperity Consulting Group, LLC	17.06K	Jun 30, 26	+3.00K	0.19%
MERCER GLOBAL ADVISORS INC /ADV	14.56K	Jun 30, 26	-7.31K	0.16%
OSAIC HOLDINGS, INC.	11.55K	Jun 30, 26	+2.84K	0.13%
BRADLEY FOSTER & SARGENT INC/CT	10.90K	Jun 30, 26	--	0.12%
Integrated Wealth Concepts LLC	10.77K	Jun 30, 26	--	0.12%
Pathstone Holdings, LLC	10.17K	Jun 30, 26	--	0.11%
Veridan Wealth LLC	10.16K	Jun 30, 26	-45	0.11%
Betterment LLC	9.28K	Jun 30, 26	+14	0.10%
NewEdge Advisors, LLC	8.63K	Jun 30, 26	+1.43K	0.09%
ST GERMAIN D J CO INC	7.65K	Jun 30, 26	--	0.08%
Ellenbecker Investment Group	7.19K	Jun 30, 26	+30	0.08%
Rockefeller Capital Management L.P.	7.10K	Jun 30, 26	--	0.08%
Peak Retirement Planning, Inc.	6.88K	Jun 30, 26	+1.98K	0.07%
Corient Private Wealth LP	6.61K	Jun 30, 26	+6	0.07%
MORGAN STANLEY	6.13K	Jun 30, 26	-122.19K	0.07%
CARY STREET PARTNERS FINANCIAL LLC	6.11K	Jun 30, 26	+5	0.07%
JANE STREET GROUP, LLC	5.26K	Jun 30, 26	-9.47K	0.06%
Timmons Wealth Management, LLC	4.93K	Jun 30, 26	-122	0.05%
SEEDS INVESTOR LLC	4.52K	Jun 30, 26	+661	0.05%
Urban Financial Advisory Corp	4.10K	Jun 30, 26	+4.10K	0.04%
Destination Wealth Management	3.85K	Jun 30, 26	+3.85K	0.04%
Zhang Financial LLC	3.79K	Jun 30, 26	+3.79K	0.04%
Choate Investment Advisors	3.54K	Jun 30, 26	+3.54K	0.04%
WELLS FARGO & COMPANY/MN	2.74K	Jun 30, 26	+176	0.03%
Millstone Evans Group, LLC	2.45K	Jun 30, 26	+23	0.03%
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	2.34K	Jun 30, 26	+2.34K	0.03%
VSM Wealth Advisory, LLC	1.92K	Jun 30, 26	--	0.02%
Steward Partners Investment Advisory, LLC	1.60K	Jun 30, 26	+30	0.02%
Federation des caisses Desjardins du Quebec	650	Jun 30, 26	--	0.01%
Oakmont Advisory Group, LLC	620	Jun 30, 26	+620	0.01%
NATIONAL BANK OF CANADA /FI/	455	Jun 30, 26	+175	0.00%
Arax Advisory Partners	359	Jun 30, 26	--	0.00%
1 NORTH WEALTH SERVICES LLC	310	Jun 30, 26	--	0.00%
Fort Vancouver Investment Management, LLC	241	Jun 30, 26	--	0.00%
Aptus Capital Advisors, LLC	150	Jun 30, 26	--	0.00%
FIDUCIARY FINANCIAL ADVISORS	64	Jun 30, 26	+64	0.00%
Advisory Services Network, LLC	--	Jun 30, 26	-152	--
TWO SIGMA INVESTMENTS, LP	--	Jun 30, 26	-40.30K	--
CITADEL ADVISORS LLC	--	Jun 30, 26	-5.58K	--
WealthShield Partners, LLC	--	Jun 30, 26	-313	--
CWM, LLC	2.22K	Mar 31, 26	--	0.02%
Sunbelt Securities, Inc.	762	Mar 31, 26	+2	0.01%
GPS Wealth Strategies Group, LLC	--	Dec 31, 25	-336	--
FSA Wealth Management LLC	125	Sep 30, 25	--	0.00%
Better Money Decisions, LLC	88.62K	Jun 30, 25	+1.84K	0.96%
FUTURE YOU WEALTH LLC	19.32K	Jun 30, 25	-3.06K	0.21%
Parkworth Wealth Management, Inc.	10.66K	Jun 30, 25	+25	0.12%
US FINANCIAL ADVISORS, LLC	31.24K	Mar 31, 25	+1.36K	0.34%
Buffington Mohr McNeal	11.26K	Mar 31, 25	--	0.12%
NAPATREE CAPITAL LLC	10.46K	Mar 31, 25	+321	0.11%
Merriman Wealth Management, LLC	8.77K	Dec 31, 24	-223	0.10%
Raymond James Financial Services Advisors, Inc.	45.68K	Sep 30, 24	-4.61K	0.50%
MONUMENTAL FINANCIAL GROUP INC.	26.57K	Sep 30, 24	-503	0.29%
RAYMOND JAMES TRUST N.A.	20.48K	Sep 30, 24	--	0.22%
BUCKINGHAM STRATEGIC WEALTH, LLC	14.45K	Jun 30, 24	--	0.16%
HERITAGE WEALTH MANAGEMENT, LLC	8.71K	Jun 30, 24	-2.23K	0.09%
Cetera Advisors LLC	12.54K	Mar 31, 24	+5.55K	0.14%
Baystate Wealth Management LLC	169	Dec 31, 23	+2	0.00%
PATHSTONE FAMILY OFFICE, LLC	10.01K	Sep 30, 23	+10.01K	0.11%
KCS Wealth Advisory	--	Sep 30, 23	-9.35K	--
Sargent Bickham Lagudis LLC	300	Dec 31, 22	--	0.00%
American Portfolios Advisors	223	Sep 30, 22	+223	0.00%