SFM LLC d b a Sweeney Financial Advisors Makes New $537,000 Investment in iShares ESG Select Screened S&P 500 ETF $XVV

SFM LLC d b a Sweeney Financial Advisors purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 9,206 shares of the company’s stock, valued at approximately $537,000.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. WestHill Financial Advisors Inc. purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the third quarter worth about $1,610,000. Valeo Financial Advisors LLC lifted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 23.5% in the 3rd quarter. Valeo Financial Advisors LLC now owns 6,243 shares of the company’s stock valued at $364,000 after purchasing an additional 1,187 shares during the last quarter. Eastern Bank purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the 3rd quarter valued at about $70,000. Montecito Bank & Trust acquired a new position in iShares ESG Select Screened S&P 500 ETF during the third quarter worth approximately $371,000. Finally, Envestnet Asset Management Inc. increased its position in iShares ESG Select Screened S&P 500 ETF by 4,934.2% during the second quarter. Envestnet Asset Management Inc. now owns 1,412,659 shares of the company’s stock worth $80,225,000 after buying an additional 1,384,598 shares during the period.

iShares ESG Select Screened S&P 500 ETF Stock Performance

BATS XVV traded down $0.67 on Wednesday, reaching $58.59. The stock had a trading volume of 6,324 shares, compared to its average volume of 28,519. iShares ESG Select Screened S&P 500 ETF has a 12-month low of $47.59 and a 12-month high of $59.74. The business’s 50-day moving average price is $58.77 and its 200 day moving average price is $56.62. The stock has a market cap of $512.66 million, a P/E ratio of 25.63 and a beta of 1.04.

iShares ESG Select 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.