iShares ESG Select Screened S&P 500 ETF $XVV Shares Purchased by Tarbox Family Office Inc.

Tarbox Family Office Inc. boosted its position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 80.5% in the 2nd quarter, according to its most recent filing with the SEC. The firm owned 27,445 shares of the company’s stock after acquiring an additional 12,242 shares during the period. Tarbox Family Office Inc. owned about 0.31% of iShares ESG Select Screened S&P 500 ETF worth $1,559,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. MCF Advisors LLC purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the 2nd quarter worth $149,000. NorthRock Partners LLC grew its position in shares of iShares ESG Select Screened S&P 500 ETF by 0.8% in the second quarter. NorthRock Partners LLC now owns 47,634 shares of the company’s stock valued at $2,705,000 after purchasing an additional 360 shares during the period. Integrated Wealth Concepts LLC increased its stake in iShares ESG Select Screened S&P 500 ETF by 1,426.4% in the second quarter. Integrated Wealth Concepts LLC now owns 164,335 shares of the company’s stock valued at $9,333,000 after purchasing an additional 153,569 shares during the last quarter. NewEdge Advisors LLC increased its stake in iShares ESG Select Screened S&P 500 ETF by 7,525.8% in the second quarter. NewEdge Advisors LLC now owns 549,517 shares of the company’s stock valued at $31,207,000 after purchasing an additional 542,311 shares during the last quarter. Finally, IFP Advisors Inc acquired a new position in iShares ESG Select Screened S&P 500 ETF in the second quarter valued at $4,532,000.

iShares ESG Select Screened S&P 500 ETF Trading Down 0.6%

BATS XVV opened at $58.28 on Thursday. The business’s 50-day moving average price is $58.01 and its 200 day moving average price is $55.37. iShares ESG Select Screened S&P 500 ETF has a twelve month low of $47.59 and a twelve month high of $59.74. The company has a market capitalization of $509.95 million, a PE 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.