Integrated Wealth Concepts LLC Takes $203,000 Position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Integrated Wealth Concepts LLC acquired a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund acquired 4,790 shares of the company’s stock, valued at approximately $203,000. Integrated Wealth Concepts LLC owned approximately 0.11% of iShares ESG Screened S&P Mid-Cap ETF at the end of the most recent quarter.

Other hedge funds and other institutional investors have also bought and sold shares of the company. D.A. Davidson & CO. boosted its holdings in iShares ESG Screened S&P Mid-Cap ETF by 11.7% in the 3rd quarter. D.A. Davidson & CO. now owns 22,584 shares of the company’s stock valued at $955,000 after purchasing an additional 2,363 shares during the period. Larson Financial Group LLC boosted its stake in iShares ESG Screened S&P Mid-Cap ETF by 32.0% during the third quarter. Larson Financial Group LLC now owns 2,199 shares of the company’s stock valued at $93,000 after buying an additional 533 shares during the period. Wrapmanager Inc. grew its position in iShares ESG Screened S&P Mid-Cap ETF by 3.3% during the third quarter. Wrapmanager Inc. now owns 8,106 shares of the company’s stock worth $343,000 after buying an additional 258 shares in the last quarter. Amara Financial LLC. bought a new position in iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter worth about $362,000. Finally, Aptus Capital Advisors LLC bought a new position in iShares ESG Screened S&P Mid-Cap ETF in the 3rd quarter worth about $56,000.

iShares ESG Screened S&P Mid-Cap ETF Trading Down 0.5 %

Shares of XJH opened at $44.21 on Friday. The company has a market cap of $196.74 million, a P/E ratio of 16.70 and a beta of 1.10. The firm’s 50-day simple moving average is $43.59 and its 200-day simple moving average is $41.58.

iShares ESG Screened S&P Mid-Cap ETF Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.