Leverty Financial Group LLC Purchases 4,101 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Leverty Financial Group LLC grew its holdings in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 73.7% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,666 shares of the company’s stock after purchasing an additional 4,101 shares during the quarter. iShares ESG Screened S&P 500 ETF comprises approximately 0.2% of Leverty Financial Group LLC’s portfolio, making the stock its 19th biggest holding. Leverty Financial Group LLC owned 0.15% of iShares ESG Screened S&P 500 ETF worth $438,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Dakota Wealth Management lifted its holdings in iShares ESG Screened S&P 500 ETF by 5.7% during the 4th quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock worth $283,000 after purchasing an additional 338 shares in the last quarter. Ellenbecker Investment Group increased its position in shares of iShares ESG Screened S&P 500 ETF by 20.0% during the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock valued at $325,000 after buying an additional 1,197 shares during the period. RHS Financial LLC lifted its holdings in shares of iShares ESG Screened S&P 500 ETF by 20.5% in the fourth quarter. RHS Financial LLC now owns 8,658 shares of the company’s stock worth $392,000 after buying an additional 1,474 shares in the last quarter. Ferguson Shapiro LLC boosted its position in shares of iShares ESG Screened S&P 500 ETF by 10.8% in the fourth quarter. Ferguson Shapiro LLC now owns 15,620 shares of the company’s stock valued at $708,000 after acquiring an additional 1,519 shares during the period. Finally, Buffington Mohr McNeal grew its stake in iShares ESG Screened S&P 500 ETF by 21.6% during the fourth quarter. Buffington Mohr McNeal now owns 11,262 shares of the company’s stock valued at $510,000 after acquiring an additional 2,000 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Stock Up 3.7 %

iShares ESG Screened S&P 500 ETF stock opened at $46.56 on Friday. The business’s fifty day moving average price is $46.22 and its 200 day moving average price is $44.47. The company has a market cap of $295.62 million, a price-to-earnings 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.