Lido Advisors LLC Sells 136,769 Shares of iShares ESG Select Screened S&P 500 ETF $XVV

Lido Advisors LLC lessened its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 77.0% in the 3rd quarter, Holdings Channel.com reports. The firm owned 40,923 shares of the company’s stock after selling 136,769 shares during the quarter. Lido Advisors LLC’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $2,386,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in the business. Integrated Wealth Concepts LLC grew its holdings in iShares ESG Select Screened S&P 500 ETF by 1,426.4% in the 2nd quarter. Integrated Wealth Concepts LLC now owns 164,335 shares of the company’s stock valued at $9,333,000 after buying an additional 153,569 shares during the last quarter. Waycross Investment Management Co bought a new position in iShares ESG Select Screened S&P 500 ETF in the 2nd quarter worth approximately $30,157,000. Envestnet Asset Management Inc. lifted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 4,934.2% during the second quarter. Envestnet Asset Management Inc. now owns 1,412,659 shares of the company’s stock worth $80,225,000 after buying an additional 1,384,598 shares during the last quarter. Denver PWM LLC acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter worth approximately $38,898,000. Finally, Tarbox Family Office Inc. lifted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 80.5% during the second quarter. Tarbox Family Office Inc. now owns 27,445 shares of the company’s stock worth $1,559,000 after buying an additional 12,242 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Performance

Shares of XVV traded down $0.25 during mid-day trading on Friday, hitting $57.36. The company’s stock had a trading volume of 22,251 shares, compared to its average volume of 28,071. iShares ESG Select Screened S&P 500 ETF has a one year low of $47.59 and a one year high of $59.74. The firm has a market capitalization of $880.48 million, a PE ratio of 23.26 and a beta of 1.05. The stock’s 50-day moving average is $58.35 and its two-hundred day moving average is $55.83.

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.