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

Tarbox Family Office Inc. decreased its position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 2.0% in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 18,648 shares of the company’s stock after selling 376 shares during the quarter. Tarbox Family Office Inc.’s holdings in iShares ESG Screened S&P 500 ETF were worth $845,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. JNBA Financial Advisors boosted its stake in iShares ESG Screened S&P 500 ETF by 38.8% in the third quarter. JNBA Financial Advisors now owns 81,352 shares of the company’s stock valued at $3,598,000 after buying an additional 22,734 shares in the last quarter. Ferguson Shapiro LLC bought a new position in iShares ESG Screened S&P 500 ETF in the 3rd quarter valued at approximately $624,000. Jane Street Group LLC boosted its position in iShares ESG Screened S&P 500 ETF by 212.8% in the third quarter. Jane Street Group LLC now owns 20,581 shares of the company’s stock valued at $910,000 after buying an additional 14,001 shares in the last quarter. Embree Financial Group bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth $221,000. Finally, Confluence Wealth Services Inc. lifted its stake in shares of 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 last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of XVV stock opened at $46.23 on Tuesday. The stock’s fifty day moving average price is $46.03 and its two-hundred day moving average price is $44.26. The company has a market cap of $293.59 million, a price-to-earnings ratio of 27.88 and a beta of 1.03.

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.