Sage Mountain Advisors LLC Has $637,000 Position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV)

Sage Mountain Advisors LLC increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 5.1% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 14,073 shares of the company’s stock after buying an additional 683 shares during the period. Sage Mountain Advisors LLC owned about 0.22% of iShares ESG Select Screened S&P 500 ETF worth $637,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the business. McClarren Financial Advisors Inc. acquired a new position in iShares ESG Select Screened S&P 500 ETF during the 4th quarter worth about $73,000. Monument Capital Management raised its position in shares of iShares ESG Select Screened S&P 500 ETF by 21.3% during the fourth quarter. Monument Capital Management now owns 5,535 shares of the company’s stock worth $251,000 after acquiring an additional 973 shares during the last quarter. Elwood & Goetz Wealth Advisory Group LLC lifted its stake 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 acquiring an additional 303 shares during the period. Dakota Wealth Management boosted its holdings in 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 valued at $283,000 after acquiring an additional 338 shares during the last quarter. Finally, Ellenbecker Investment Group boosted its holdings in iShares ESG Select 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 during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Down 4.9 %

XVV opened at $42.72 on Wednesday. The company has a fifty day moving average of $45.92 and a 200-day moving average of $45.23. The stock has a market cap of $299.07 million, a PE ratio of 27.78 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a twelve month low of $37.88 and a twelve 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.