Napier Financial LLC Purchases New Shares in iShares ESG Select Screened S&P 500 ETF $XVV

Napier Financial LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 30,318 shares of the company’s stock, valued at approximately $1,598,000. Napier Financial LLC owned 0.35% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in XVV. Smithfield Trust Co lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 50.8% during the 4th quarter. Smithfield Trust Co now owns 790 shares of the company’s stock valued at $42,000 after acquiring an additional 266 shares during the period. Smartleaf Asset Management LLC lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 10,545.7% during the 2nd quarter. Smartleaf Asset Management LLC now owns 3,726 shares of the company’s stock valued at $177,000 after acquiring an additional 3,691 shares during the period. Monument Capital Management lifted its position in shares of iShares ESG Select Screened S&P 500 ETF by 8.2% during the 4th quarter. Monument Capital Management now owns 4,386 shares of the company’s stock valued at $231,000 after acquiring an additional 334 shares during the period. Wingate Wealth Advisors Inc. bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the 4th quarter valued at $243,000. Finally, Cora Capital Advisors LLC bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the 4th quarter valued at $254,000.

iShares ESG Select Screened S&P 500 ETF Stock Performance

BATS:XVV opened at $56.25 on Monday. The stock has a fifty day moving average price of $54.34 and a 200-day moving average price of $53.03. The company has a market cap of $492.19 million, a price-to-earnings ratio of 25.63 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a fifty-two week low of $45.51 and a fifty-two week high of $58.11.

About iShares ESG Select Screened S&P 500 ETF

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.