VSM Wealth Advisory LLC Makes New Investment in iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

VSM Wealth Advisory LLC purchased a new stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 1,343 shares of the company’s stock, valued at approximately $61,000.

A number of other institutional investors and hedge funds also recently made changes to their positions in the stock. Commonwealth Equity Services LLC boosted its stake in shares of iShares ESG Select Screened S&P 500 ETF by 4.9% during the 4th quarter. Commonwealth Equity Services LLC now owns 23,910 shares of the company’s stock worth $1,083,000 after acquiring an additional 1,121 shares during the period. Parkworth Wealth Management Inc. bought a new position in iShares ESG Select Screened S&P 500 ETF during the fourth quarter worth $496,000. HighTower Advisors LLC increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 2.8% in the fourth quarter. HighTower Advisors LLC now owns 38,340 shares of the company’s stock valued at $1,737,000 after purchasing an additional 1,038 shares during the last quarter. Sage Mountain Advisors LLC raised its position in shares of iShares ESG Select Screened S&P 500 ETF by 5.1% in the fourth quarter. Sage Mountain Advisors LLC now owns 14,073 shares of the company’s stock valued at $637,000 after purchasing an additional 683 shares during the period. Finally, Raymond James Financial Inc. bought a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the 4th quarter worth about $2,602,000.

iShares ESG Select Screened S&P 500 ETF Stock Down 3.4 %

Shares of XVV stock opened at $43.39 on Thursday. The firm has a 50 day moving average price of $45.61 and a two-hundred day moving average price of $45.21. The company has a market capitalization of $305.87 million, a PE ratio of 24.95 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 12-month low of $37.88 and a 12-month high of $47.29.

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.