Financial Council LLC Sells 387 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Financial Council LLC lowered its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 1.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 32,295 shares of the company’s stock after selling 387 shares during the quarter. iShares ESG Screened S&P 500 ETF accounts for 0.7% of Financial Council LLC’s holdings, making the stock its 24th biggest position. Financial Council LLC’s holdings in iShares ESG Screened S&P 500 ETF were worth $1,428,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of the business. MAI Capital Management raised its stake in shares of iShares ESG Screened S&P 500 ETF by 18.2% in the third quarter. MAI Capital Management now owns 21,584 shares of the company’s stock valued at $955,000 after buying an additional 3,327 shares during the period. JNBA Financial Advisors increased its holdings in iShares ESG Screened S&P 500 ETF by 38.8% in the 3rd quarter. JNBA Financial Advisors now owns 81,352 shares of the company’s stock worth $3,598,000 after acquiring an additional 22,734 shares during the last quarter. Confluence Wealth Services Inc. raised its stake in iShares ESG Screened S&P 500 ETF by 96.4% in the 3rd quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock valued at $418,000 after acquiring an additional 4,642 shares during the period. Tarbox Family Office Inc. lifted its holdings in iShares ESG Screened S&P 500 ETF by 30.3% during the third quarter. Tarbox Family Office Inc. now owns 19,024 shares of the company’s stock valued at $841,000 after purchasing an additional 4,422 shares during the last quarter. Finally, Embree Financial Group bought a new position in iShares ESG Screened S&P 500 ETF during the third quarter worth about $221,000.

iShares ESG Screened S&P 500 ETF Trading Up 0.2 %

BATS XVV opened at $45.89 on Friday. The company has a market capitalization of $291.39 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The company has a 50-day simple moving average of $44.67 and a 200 day simple moving average of $42.81.

iShares ESG Screened S&P 500 ETF 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.