Tarbox Family Office Inc. Sells 376 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Tarbox Family Office Inc. lowered its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 2.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 18,648 shares of the company’s stock after selling 376 shares during the quarter. Tarbox Family Office Inc. owned 0.29% of iShares ESG Screened S&P 500 ETF worth $845,000 as of its most recent SEC filing.

Several other institutional investors also recently modified their holdings of XVV. Ellenbecker Investment Group lifted its position in shares of iShares ESG Screened S&P 500 ETF by 20.0% during the 4th quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock worth $325,000 after buying an additional 1,197 shares during the period. MML Investors Services LLC lifted its holdings in shares of iShares ESG Screened S&P 500 ETF by 11.2% during the third quarter. MML Investors Services LLC now owns 20,776 shares of the company’s stock valued at $919,000 after acquiring an additional 2,100 shares during the period. Jane Street Group LLC boosted its stake in shares of iShares ESG Screened S&P 500 ETF by 212.8% in the 3rd quarter. Jane Street Group LLC now owns 20,581 shares of the company’s stock valued at $910,000 after purchasing an additional 14,001 shares in the last quarter. HighTower Advisors LLC grew its holdings in shares of iShares ESG Screened S&P 500 ETF by 8.5% in the 3rd quarter. HighTower Advisors LLC now owns 37,302 shares of the company’s stock worth $1,653,000 after purchasing an additional 2,936 shares during the last quarter. Finally, MAI Capital Management increased its position in shares of iShares ESG Screened S&P 500 ETF by 18.2% during the 3rd quarter. MAI Capital Management now owns 21,584 shares of the company’s stock worth $955,000 after purchasing an additional 3,327 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Stock Up 2.9 %

Shares of XVV opened at $46.23 on Tuesday. The firm has a market cap of $293.59 million, a P/E ratio of 27.88 and a beta of 1.03. The stock has a 50 day simple moving average of $46.03 and a 200 day simple moving average of $44.26.

iShares ESG 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.