Wharton Business Group LLC Sells 3,200 Shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Wharton Business Group LLC cut its stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 3.7% in the 4th quarter, Holdings Channel.com reports. The firm owned 83,200 shares of the company’s stock after selling 3,200 shares during the quarter. Wharton Business Group LLC’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $3,769,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in XVV. McClarren Financial Advisors Inc. bought a new stake in iShares ESG Select Screened S&P 500 ETF during the 4th quarter worth approximately $73,000. Monument Capital Management increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 21.3% in the fourth quarter. Monument Capital Management now owns 5,535 shares of the company’s stock worth $251,000 after purchasing an additional 973 shares during the period. Elwood & Goetz Wealth Advisory Group LLC raised its position in shares of iShares ESG Select Screened S&P 500 ETF by 5.3% in the fourth quarter. Elwood & Goetz Wealth Advisory Group LLC now owns 6,073 shares of the company’s stock worth $275,000 after buying an additional 303 shares in the last quarter. Dakota Wealth Management raised its position in shares of iShares ESG Select 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 worth $283,000 after buying an additional 338 shares in the last quarter. Finally, Ellenbecker Investment Group boosted its stake in iShares ESG Select Screened S&P 500 ETF by 20.0% during the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock valued at $325,000 after buying an additional 1,197 shares during the period.

iShares ESG Select Screened S&P 500 ETF Price Performance

Shares of BATS XVV opened at $46.30 on Monday. The business has a fifty day simple moving average of $46.27 and a 200-day simple moving average of $45.02. The company has a market cap of $294.01 million, a price-to-earnings ratio of 27.88 and a beta of 1.03.

About iShares ESG Select Screened S&P 500 ETF

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.