Ellenbecker Investment Group Increases Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Ellenbecker Investment Group raised its holdings in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 20.0% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 7,175 shares of the company’s stock after acquiring an additional 1,197 shares during the quarter. Ellenbecker Investment Group owned approximately 0.11% of iShares ESG Screened S&P 500 ETF worth $325,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in XVV. Embree Financial Group purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the 3rd quarter valued at about $221,000. Confluence Wealth Services Inc. boosted its holdings in shares of iShares ESG Screened S&P 500 ETF by 96.4% in the third quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock valued at $418,000 after acquiring an additional 4,642 shares during the period. Ferguson Shapiro LLC purchased a new position in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth approximately $624,000. Magnus Financial Group LLC increased its holdings in shares of iShares ESG Screened S&P 500 ETF by 24.5% in the 3rd quarter. Magnus Financial Group LLC now owns 15,055 shares of the company’s stock valued at $666,000 after acquiring an additional 2,963 shares during the period. Finally, Tarbox Family Office Inc. raised its position in iShares ESG Screened S&P 500 ETF by 30.3% in the 3rd quarter. Tarbox Family Office Inc. now owns 19,024 shares of the company’s stock valued at $841,000 after purchasing an additional 4,422 shares during the last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of iShares ESG Screened S&P 500 ETF stock opened at $44.91 on Tuesday. The stock’s 50-day simple moving average is $46.04 and its two-hundred day simple moving average is $44.15. The stock has a market cap of $285.18 million, a P/E ratio of 27.88 and a beta of 1.03.

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.