Buffington Mohr McNeal Buys 2,000 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Buffington Mohr McNeal boosted its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 21.6% during the fourth quarter, Holdings Channel.com reports. The fund owned 11,262 shares of the company’s stock after acquiring an additional 2,000 shares during the quarter. Buffington Mohr McNeal’s holdings in iShares ESG Screened S&P 500 ETF were worth $510,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also added to or reduced their stakes in XVV. Embree Financial Group purchased a new position in shares of iShares ESG Screened S&P 500 ETF during the 3rd quarter valued at $221,000. Dakota Wealth Management lifted its position in shares of iShares ESG Screened S&P 500 ETF by 5.7% in the fourth quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after acquiring an additional 338 shares in the last quarter. Ellenbecker Investment Group lifted its position in shares of iShares ESG Screened S&P 500 ETF by 20.0% in the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock valued at $325,000 after acquiring an additional 1,197 shares in the last quarter. Confluence Wealth Services Inc. boosted its stake in shares of iShares ESG Screened S&P 500 ETF by 96.4% in the third quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock worth $418,000 after acquiring an additional 4,642 shares during the period. Finally, Ferguson Shapiro LLC purchased a new stake in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth about $624,000.

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

BATS XVV opened at $46.23 on Tuesday. The stock has a market cap of $293.54 million, a PE ratio of 27.88 and a beta of 1.03. The business has a 50 day simple moving average of $46.14 and a 200 day simple moving average of $44.39.

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.