Monument Capital Management Trims Stake in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Monument Capital Management lowered its position in iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) by 14.3% during the 4th quarter, HoldingsChannel reports. The fund owned 6,199 shares of the company’s stock after selling 1,038 shares during the period. Monument Capital Management’s holdings in iShares ESG Screened S&P 500 ETF were worth $226,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Raymond James Financial Services Advisors Inc. raised its stake in shares of iShares ESG Screened S&P 500 ETF by 1.8% in the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock valued at $555,000 after acquiring an additional 274 shares during the period. Financial Council Asset Management Inc purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the fourth quarter valued at $1,245,000. Commonwealth Equity Services LLC raised its stake in shares of iShares ESG Screened S&P 500 ETF by 4.0% in the third quarter. Commonwealth Equity Services LLC now owns 9,819 shares of the company’s stock valued at $318,000 after acquiring an additional 381 shares during the period. Montrusco Bolton Investments Inc. raised its stake in shares of iShares ESG Screened S&P 500 ETF by 15.5% in the third quarter. Montrusco Bolton Investments Inc. now owns 104,439 shares of the company’s stock valued at $3,387,000 after acquiring an additional 13,991 shares during the period. Finally, Private Trust Co. NA purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the fourth quarter valued at $55,000.

iShares ESG Screened S&P 500 ETF Trading Up 0.9 %

Shares of XVV opened at $38.26 on Tuesday. The stock has a market capitalization of $241.04 million, a P/E ratio of 28.14 and a beta of 1.03. The company has a fifty day moving average price of $39.29 and a two-hundred day moving average price of $36.60.

About iShares ESG Screened S&P 500 ETF

(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.

See Also

Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report).

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

Receive News & Ratings for iShares ESG Screened S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG Screened S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.