iShares ESG Screened S&P 500 ETF (BATS:XVV) Holdings Raised by JNBA Financial Advisors

JNBA Financial Advisors increased its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 38.8% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 81,352 shares of the company’s stock after acquiring an additional 22,734 shares during the period. JNBA Financial Advisors owned approximately 1.28% of iShares ESG Screened S&P 500 ETF worth $3,598,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in XVV. Commonwealth Equity Services LLC raised its position in iShares ESG Screened S&P 500 ETF by 14.2% during the first quarter. Commonwealth Equity Services LLC now owns 15,601 shares of the company’s stock valued at $629,000 after acquiring an additional 1,941 shares in the last quarter. Cetera Advisors LLC lifted its position in iShares ESG Screened S&P 500 ETF by 79.4% during the 1st quarter. Cetera Advisors LLC now owns 12,535 shares of the company’s stock worth $505,000 after buying an additional 5,548 shares in the last quarter. Buffington Mohr McNeal bought a new stake in iShares ESG Screened S&P 500 ETF during the 2nd quarter worth about $389,000. CRA Financial Services LLC acquired a new position in shares of iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $222,000. Finally, Tarbox Family Office Inc. grew its position in shares of iShares ESG Screened S&P 500 ETF by 3.5% during the 2nd quarter. Tarbox Family Office Inc. now owns 14,602 shares of the company’s stock worth $614,000 after buying an additional 496 shares during the period.

iShares ESG Screened S&P 500 ETF Stock Up 1.1 %

iShares ESG Screened S&P 500 ETF stock traded up $0.50 during mid-day trading on Wednesday, hitting $44.40. 11,114 shares of the company’s stock were exchanged. The firm has a market capitalization of $281.94 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The company has a fifty day moving average price of $43.81 and a 200 day moving average price of $42.19.

About iShares ESG Screened S&P 500 ETF

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.