US Financial Advisors LLC Sells 6,279 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

US Financial Advisors LLC decreased its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 17.2% in the 3rd quarter, Holdings Channel reports. The fund owned 30,257 shares of the company’s stock after selling 6,279 shares during the quarter. US Financial Advisors LLC’s holdings in iShares ESG Screened S&P 500 ETF were worth $1,338,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Dakota Wealth Management lifted its holdings in shares of iShares ESG Screened S&P 500 ETF by 4.8% in the second quarter. Dakota Wealth Management now owns 5,899 shares of the company’s stock valued at $248,000 after purchasing an additional 268 shares in the last quarter. Navalign LLC lifted its stake in iShares ESG Screened S&P 500 ETF by 4.7% in the 2nd quarter. Navalign LLC now owns 9,770 shares of the company’s stock valued at $411,000 after acquiring an additional 442 shares in the last quarter. Tarbox Family Office Inc. boosted its position in iShares ESG Screened S&P 500 ETF by 3.5% during the 2nd quarter. Tarbox Family Office Inc. now owns 14,602 shares of the company’s stock worth $614,000 after acquiring an additional 496 shares during the last quarter. Cambridge Investment Research Advisors Inc. grew its stake in shares of iShares ESG Screened S&P 500 ETF by 4.0% during the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 26,406 shares of the company’s stock worth $1,110,000 after acquiring an additional 1,013 shares in the last quarter. Finally, Commonwealth Equity Services LLC lifted its position in shares of iShares ESG Screened S&P 500 ETF by 14.2% in the first quarter. Commonwealth Equity Services LLC now owns 15,601 shares of the company’s stock worth $629,000 after purchasing an additional 1,941 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Stock Up 2.6 %

Shares of BATS:XVV opened at $45.56 on Thursday. The business’s 50 day simple moving average is $43.83 and its 200-day simple moving average is $42.23. The company has a market cap of $289.31 million, a PE 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.