Ellenbecker Investment Group Acquires Shares of 5,783 iShares ESG Screened S&P 500 ETF (BATS:XVV)

Ellenbecker Investment Group acquired a new position in iShares ESG Screened S&P 500 ETF (BATS:XVV) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 5,783 shares of the company’s stock, valued at approximately $210,000. Ellenbecker Investment Group owned 0.11% of iShares ESG Screened S&P 500 ETF at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Raymond James Financial Services Advisors Inc. boosted its stake in shares of iShares ESG Screened S&P 500 ETF by 1.8% during the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock valued at $555,000 after purchasing an additional 274 shares in the last quarter. Commonwealth Equity Services LLC raised its holdings in shares of iShares ESG Screened S&P 500 ETF by 4.0% during the third quarter. Commonwealth Equity Services LLC now owns 9,819 shares of the company’s stock worth $318,000 after purchasing an additional 381 shares during the last quarter. AdvisorNet Financial Inc increased its holdings in iShares ESG Screened S&P 500 ETF by 43.3% in the third quarter. AdvisorNet Financial Inc now owns 1,403 shares of the company’s stock valued at $45,000 after buying an additional 424 shares in the last quarter. Highland Financial Advisors LLC increased its holdings in iShares ESG Screened S&P 500 ETF by 4.7% in the fourth quarter. Highland Financial Advisors LLC now owns 11,883 shares of the company’s stock valued at $432,000 after buying an additional 532 shares in the last quarter. Finally, Cambridge Investment Research Advisors Inc. grew its position in shares of iShares ESG Screened S&P 500 ETF by 3.0% in the third quarter. Cambridge Investment Research Advisors Inc. now owns 24,775 shares of the company’s stock valued at $803,000 after purchasing an additional 732 shares during the period.

iShares ESG Screened S&P 500 ETF Trading Up 1.3 %

XVV traded up $0.50 on Tuesday, reaching $38.76. 13,869 shares of the company’s stock were exchanged. The firm has a market capitalization of $244.19 million, a PE ratio of 28.14 and a beta of 1.03. The business has a fifty day moving average price of $39.29 and a two-hundred day moving average price of $36.60.

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.