Sage Mountain Advisors LLC Boosts Stock Position in iShares ESG Select Screened S&P 500 ETF $XVV

Sage Mountain Advisors LLC raised its stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 8.3% during the 2nd quarter, HoldingsChannel reports. The firm owned 16,828 shares of the company’s stock after acquiring an additional 1,288 shares during the period. Sage Mountain Advisors LLC’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $803,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors have also modified their holdings of XVV. Redwood Park Advisors LLC lifted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 27.1% during the first quarter. Redwood Park Advisors LLC now owns 1,376 shares of the company’s stock worth $59,000 after purchasing an additional 293 shares during the period. Wealth Enhancement Advisory Services LLC lifted its stake in shares of iShares ESG Select Screened S&P 500 ETF by 4.7% in the 1st quarter. Wealth Enhancement Advisory Services LLC now owns 6,676 shares of the company’s stock worth $286,000 after acquiring an additional 297 shares during the period. Napatree Capital LLC lifted its stake in shares of iShares ESG Select Screened S&P 500 ETF by 3.2% in the 1st quarter. Napatree Capital LLC now owns 10,458 shares of the company’s stock worth $447,000 after acquiring an additional 321 shares during the period. VSM Wealth Advisory LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 26.3% in the first quarter. VSM Wealth Advisory LLC now owns 1,696 shares of the company’s stock valued at $73,000 after acquiring an additional 353 shares in the last quarter. Finally, HighTower Advisors LLC increased its stake in shares of iShares ESG Select Screened S&P 500 ETF by 1.1% during the first quarter. HighTower Advisors LLC now owns 38,746 shares of the company’s stock worth $1,658,000 after acquiring an additional 406 shares during the period.

iShares ESG Select Screened S&P 500 ETF Stock Up 27.3%

Shares of BATS:XVV opened at $52.25 on Friday. iShares ESG Select Screened S&P 500 ETF has a 52 week low of $36.77 and a 52 week high of $49.02. The company has a 50-day moving average price of $50.86 and a 200 day moving average price of $47.56. The company has a market cap of $457.19 million, a P/E ratio of 25.63 and a beta of 1.04.

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.