Better Money Decisions LLC Has $3.52 Million Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Better Money Decisions LLC lifted its holdings in shares of iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) by 39.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 96,695 shares of the company’s stock after purchasing an additional 27,107 shares during the quarter. iShares ESG Screened S&P 500 ETF makes up about 2.9% of Better Money Decisions LLC’s holdings, making the stock its 9th biggest position. Better Money Decisions LLC owned approximately 1.84% of iShares ESG Screened S&P 500 ETF worth $3,518,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of the business. Raymond James Financial Services Advisors Inc. lifted its holdings in iShares ESG Screened S&P 500 ETF by 1.8% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock worth $555,000 after purchasing an additional 274 shares during the last quarter. Commonwealth Equity Services LLC boosted its holdings in shares of iShares ESG Screened S&P 500 ETF by 4.0% during the 3rd quarter. Commonwealth Equity Services LLC now owns 9,819 shares of the company’s stock worth $318,000 after buying an additional 381 shares during the period. Bank of America Corp DE grew its stake in iShares ESG Screened S&P 500 ETF by 10.1% in the 4th quarter. Bank of America Corp DE now owns 4,546 shares of the company’s stock valued at $129,000 after buying an additional 416 shares during the last quarter. UBS Group AG raised its holdings in iShares ESG Screened S&P 500 ETF by 97.5% in the 3rd quarter. UBS Group AG now owns 855 shares of the company’s stock worth $28,000 after acquiring an additional 422 shares during the period. Finally, AdvisorNet Financial Inc raised its holdings in iShares ESG Screened S&P 500 ETF by 43.3% in the 3rd quarter. AdvisorNet Financial Inc now owns 1,403 shares of the company’s stock worth $45,000 after acquiring an additional 424 shares during the period.

iShares ESG Screened S&P 500 ETF Price Performance

XVV stock opened at $39.95 on Thursday. The company has a market capitalization of $209.74 million, a PE ratio of 18.44 and a beta of 1.02. The company’s 50-day moving average price is $39.00 and its 200-day moving average price is $36.00.

iShares ESG Screened S&P 500 ETF Profile

(Free Report)

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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Institutional Ownership by Quarter for iShares ESG Screened S&P 500 ETF (BATS:XVV)

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