Dakota Wealth Management grew its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report) by 4.8% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 5,899 shares of the company’s stock after acquiring an additional 268 shares during the quarter. Dakota Wealth Management’s holdings in iShares ESG Screened S&P 500 ETF were worth $248,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors also recently made changes to their positions in the company. Principal Securities Inc. bought a new position in iShares ESG Screened S&P 500 ETF during the fourth quarter valued at about $28,000. JNBA Financial Advisors lifted its stake in shares of iShares ESG Screened S&P 500 ETF by 91.1% during the 4th 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 purchased a new position in shares of iShares ESG Screened S&P 500 ETF in the fourth quarter valued at $158,000. Ellenbecker Investment Group bought a new position in iShares ESG Screened S&P 500 ETF in the 4th quarter worth about $210,000. Finally, Townsend Asset Management Corp NC ADV purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the first quarter worth about $218,000.
iShares ESG Screened S&P 500 ETF Price Performance
Shares of XVV stock traded down $0.02 on Wednesday, reaching $43.07. The company’s stock had a trading volume of 8,679 shares. The firm has a market cap of $273.52 million, a P/E ratio of 27.88 and a beta of 1.03. The company has a 50-day simple moving average of $42.18 and a 200 day simple moving average of $40.46.
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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