27,623 Shares of iShares ESG Select Screened S&P 500 ETF $XVV Purchased by WestHill Financial Advisors Inc.

WestHill Financial Advisors Inc. bought a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 27,623 shares of the company’s stock, valued at approximately $1,610,000. iShares ESG Select Screened S&P 500 ETF accounts for approximately 0.3% of WestHill Financial Advisors Inc.’s investment portfolio, making the stock its 27th biggest holding. WestHill Financial Advisors Inc. owned 0.32% of iShares ESG Select Screened S&P 500 ETF as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in XVV. 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 buying an additional 1,187 shares during the period. Eastern Bank purchased a new position in iShares ESG Select Screened S&P 500 ETF during the third quarter valued at approximately $70,000. Montecito Bank & Trust purchased a new position in iShares ESG Select Screened S&P 500 ETF during the third quarter valued at approximately $371,000. Envestnet Asset Management Inc. boosted its position in iShares ESG Select Screened S&P 500 ETF by 4,934.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,412,659 shares of the company’s stock worth $80,225,000 after purchasing an additional 1,384,598 shares in the last quarter. Finally, Cherry Tree Wealth Management LLC purchased a new position in iShares ESG Select Screened S&P 500 ETF in the second quarter valued at $282,000.

iShares ESG Select Screened S&P 500 ETF Stock Down 1.0%

Shares of XVV stock traded down $0.61 during mid-day trading on Wednesday, hitting $58.65. 2,892 shares of the stock were exchanged, compared to its average volume of 28,502. The firm has a fifty day moving average of $58.77 and a 200 day moving average of $56.62. iShares ESG Select Screened S&P 500 ETF has a 52-week low of $47.59 and a 52-week high of $59.74. The company has a market cap of $513.19 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.