Biltmore Family Office LLC lowered its position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV – Free Report) by 16.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 56,201 shares of the company’s stock after selling 10,845 shares during the quarter. Biltmore Family Office LLC’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $2,546,000 at the end of the most recent quarter.
A number of other institutional investors and hedge funds also recently made changes to their positions in the business. VSM Wealth Advisory LLC purchased a new position in iShares ESG Select Screened S&P 500 ETF during the fourth quarter worth about $61,000. McClarren Financial Advisors Inc. bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the 4th quarter valued at about $73,000. Blair William & Co. IL grew its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 992.0% during the fourth quarter. Blair William & Co. IL now owns 4,073 shares of the company’s stock worth $185,000 after purchasing an additional 3,700 shares in the last quarter. Monument Capital Management increased its position in shares of iShares ESG Select Screened S&P 500 ETF by 21.3% in the fourth quarter. Monument Capital Management now owns 5,535 shares of the company’s stock worth $251,000 after purchasing an additional 973 shares during the last quarter. Finally, Elwood & Goetz Wealth Advisory Group LLC raised its stake in iShares ESG Select Screened S&P 500 ETF by 5.3% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 6,073 shares of the company’s stock valued at $275,000 after purchasing an additional 303 shares in the last quarter.
iShares ESG Select Screened S&P 500 ETF Price Performance
Shares of iShares ESG Select Screened S&P 500 ETF stock opened at $43.31 on Thursday. The company has a 50 day simple moving average of $45.12 and a two-hundred day simple moving average of $45.27. The firm has a market cap of $305.31 million, a PE ratio of 25.14 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 1 year low of $37.88 and a 1 year high of $47.29.
iShares ESG Select 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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