Highland Financial Advisors LLC increased its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report) by 10.3% in the 4th quarter, HoldingsChannel reports. The firm owned 11,205 shares of the company’s stock after purchasing an additional 1,046 shares during the period. Highland Financial Advisors LLC’s holdings in iShares ESG Screened S&P 500 ETF were worth $508,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds have also recently added to or reduced their stakes in the company. McClarren Financial Advisors Inc. acquired a new position in iShares ESG Screened S&P 500 ETF during the 4th quarter worth approximately $73,000. Embree Financial Group purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the third quarter valued at approximately $221,000. Dakota Wealth Management grew its holdings in iShares ESG Screened S&P 500 ETF by 5.7% during the fourth quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock worth $283,000 after acquiring an additional 338 shares during the period. Ellenbecker Investment Group raised its position in iShares ESG Screened S&P 500 ETF by 20.0% in the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock worth $325,000 after acquiring an additional 1,197 shares in the last quarter. Finally, RHS Financial LLC raised its position in iShares ESG Screened S&P 500 ETF by 20.5% in the fourth quarter. RHS Financial LLC now owns 8,658 shares of the company’s stock worth $392,000 after acquiring an additional 1,474 shares in the last quarter.
iShares ESG Screened S&P 500 ETF Stock Up 5.0 %
Shares of BATS XVV opened at $47.15 on Friday. The stock has a market cap of $299.38 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The stock’s 50 day moving average is $46.25 and its two-hundred day moving average is $44.78.
iShares ESG Screened S&P 500 ETF Profile
The iShares ESG Screened S&P 500 ETF (XVV) is an exchange-traded fund that is based on the S&P 500 Sustainability Screened index. The fund tracks a market-cap weighted index of US large-caps caps screened for sustainability and excluding those with exposure to certain controversial business activities.
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Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report).
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