Monumental Financial Group Inc. Invests $1.10 Million in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Monumental Financial Group Inc. bought a new stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) during the 1st quarter, according to the company in its most recent disclosure with the SEC. The fund bought 27,260 shares of the company’s stock, valued at approximately $1,098,000. Monumental Financial Group Inc. owned approximately 0.43% of iShares ESG Screened S&P 500 ETF at the end of the most recent reporting period.

Other institutional investors also recently added to or reduced their stakes in the company. Principal Securities Inc. bought a new stake in iShares ESG Screened S&P 500 ETF during the fourth quarter worth approximately $28,000. Private Trust Co. NA bought a new stake in shares of iShares ESG Screened S&P 500 ETF in the 4th quarter worth $55,000. JNBA Financial Advisors boosted its stake in iShares ESG Screened S&P 500 ETF by 91.1% during the fourth quarter. JNBA Financial Advisors now owns 2,671 shares of the company’s stock valued at $97,000 after buying an additional 1,273 shares in the last quarter. CWM LLC bought a new position in iShares ESG Screened S&P 500 ETF during the fourth quarter valued at about $158,000. Finally, Ellenbecker Investment Group bought a new position in iShares ESG Screened S&P 500 ETF during the fourth quarter valued at about $210,000.

iShares ESG Screened S&P 500 ETF Stock Performance

XVV stock traded down $0.12 on Friday, hitting $42.05. 7,057 shares of the company’s stock traded hands. The firm has a market cap of $267.03 million, a PE ratio of 27.88 and a beta of 1.03. The stock’s fifty day moving average is $40.55 and its two-hundred day moving average is $38.96.

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.