JNBA Financial Advisors Raises Stake in iShares ESG Screened S&P 500 ETF (BATS:XVV)

JNBA Financial Advisors raised its holdings in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 38.8% in the third quarter, Holdings Channel.com reports. The firm owned 81,352 shares of the company’s stock after purchasing an additional 22,734 shares during the period. JNBA Financial Advisors’ holdings in iShares ESG Screened S&P 500 ETF were worth $3,598,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in the business. Dakota Wealth Management raised its holdings in 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 worth $248,000 after buying an additional 268 shares during the last quarter. Navalign LLC lifted its position 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 stake 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 valued at $614,000 after purchasing an additional 496 shares during the last quarter. Cambridge Investment Research Advisors Inc. increased its holdings in shares of iShares ESG Screened S&P 500 ETF by 4.0% in the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 26,406 shares of the company’s stock worth $1,110,000 after purchasing an additional 1,013 shares in the last quarter. Finally, Commonwealth Equity Services LLC raised its stake 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 during the last quarter.

iShares ESG Screened S&P 500 ETF Trading Up 1.1 %

Shares of XVV stock traded up $0.50 during trading hours on Wednesday, reaching $44.40. The company had a trading volume of 11,114 shares. The firm has a market capitalization of $281.94 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The business has a 50 day moving average of $43.81 and a two-hundred day moving average of $42.19.

iShares ESG Screened S&P 500 ETF Company 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.