Denver PWM LLC Takes Position in iShares ESG Select Screened S&P 500 ETF $XVV

Denver PWM LLC acquired a new position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the second quarter, Holdings Channel.com reports. The institutional investor acquired 684,939 shares of the company’s stock, valued at approximately $38,898,000. iShares ESG Select Screened S&P 500 ETF accounts for 10.8% of Denver PWM LLC’s investment portfolio, making the stock its 2nd largest holding. Denver PWM LLC owned approximately 0.08% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. JNBA Financial Advisors boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 105.5% during the second quarter. JNBA Financial Advisors now owns 175,987 shares of the company’s stock valued at $9,539,000 after buying an additional 90,344 shares during the period. Abound Wealth Management purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter worth approximately $96,000. KWB Wealth raised its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 78.6% in the second quarter. KWB Wealth now owns 9,877 shares of the company’s stock worth $561,000 after buying an additional 4,347 shares during the period. Prosperity Planning Inc. purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter worth approximately $221,000. Finally, NerdWallet Wealth Partners LLC lifted its stake in shares of iShares ESG Select Screened S&P 500 ETF by 20.3% during the 2nd quarter. NerdWallet Wealth Partners LLC now owns 26,929 shares of the company’s stock worth $1,529,000 after acquiring an additional 4,544 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Trading Down 0.4%

BATS XVV opened at $58.83 on Tuesday. The stock has a market cap of $514.76 million, a PE ratio of 25.63 and a beta of 1.04. 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 company’s 50-day moving average price is $57.64 and its 200-day moving average price is $55.04.

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.