Sunbelt Securities Inc. cut its stake in iShares ESG Screened S&P 500 ETF (BATS:XVV – Free Report) by 5.3% in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 11,528 shares of the company’s stock after selling 642 shares during the quarter. Sunbelt Securities Inc.’s holdings in iShares ESG Screened S&P 500 ETF were worth $485,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors also recently bought and sold shares of XVV. Confluence Wealth Services Inc. purchased a new position in iShares ESG Screened S&P 500 ETF during the second quarter valued at $203,000. Colton Groome Financial Advisors LLC purchased a new position in shares of iShares ESG Screened S&P 500 ETF during the 2nd quarter valued at $205,000. Townsend Asset Management Corp NC ADV bought a new position in iShares ESG Screened S&P 500 ETF in the 1st quarter worth $218,000. CRA Financial Services LLC purchased a new stake in iShares ESG Screened S&P 500 ETF in the 2nd quarter worth $222,000. Finally, Elwood & Goetz Wealth Advisory Group LLC purchased a new stake in shares of iShares ESG Screened S&P 500 ETF during the second quarter worth about $243,000.
iShares ESG Screened S&P 500 ETF Price Performance
XVV stock opened at $43.79 on Wednesday. The stock has a market capitalization of $278.07 million, a P/E ratio of 27.88 and a beta of 1.03. The stock has a 50 day moving average of $42.56 and a two-hundred day moving average of $41.37.
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.
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