Lido Advisors LLC Makes New Investment in iShares ESG Select Screened S&P 500 ETF $XVV

Lido Advisors LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor purchased 39,312 shares of the company’s stock, valued at approximately $1,935,000. Lido Advisors LLC owned 0.45% of iShares ESG Select Screened S&P 500 ETF as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently modified their holdings of the company. Osaic Holdings Inc. increased its holdings in iShares ESG Select Screened S&P 500 ETF by 2.3% in the fourth quarter. Osaic Holdings Inc. now owns 9,057 shares of the company’s stock valued at $477,000 after purchasing an additional 203 shares during the period. Cary Street Partners Financial LLC lifted its holdings in iShares ESG Select Screened S&P 500 ETF by 3.8% during the 4th quarter. Cary Street Partners Financial LLC now owns 6,103 shares of the company’s stock worth $322,000 after buying an additional 225 shares during the period. Financial Council LLC grew its position in shares of iShares ESG Select Screened S&P 500 ETF by 0.9% in the 1st quarter. Financial Council LLC now owns 28,388 shares of the company’s stock valued at $1,397,000 after buying an additional 254 shares during the last quarter. Smithfield Trust Co grew its position in shares of iShares ESG Select Screened S&P 500 ETF by 50.8% in the 4th quarter. Smithfield Trust Co now owns 790 shares of the company’s stock valued at $42,000 after buying an additional 266 shares during the last quarter. Finally, Bradley Foster & Sargent Inc. CT increased its stake in shares of iShares ESG Select Screened S&P 500 ETF by 2.8% in the fourth quarter. Bradley Foster & Sargent Inc. CT now owns 10,755 shares of the company’s stock valued at $567,000 after buying an additional 297 shares during the period.

iShares ESG Select Screened S&P 500 ETF Price Performance

Shares of XVV opened at $56.24 on Monday. iShares ESG Select Screened S&P 500 ETF has a 1 year low of $47.59 and a 1 year high of $58.11. The company has a market capitalization of $492.10 million, a price-to-earnings ratio of 25.63 and a beta of 1.04. The business has a 50-day moving average of $56.82 and a 200-day moving average of $54.05.

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.