5,770 Shares in iShares ESG Screened S&P 500 ETF (BATS:XVV) Bought by Elwood & Goetz Wealth Advisory Group LLC

Elwood & Goetz Wealth Advisory Group LLC purchased a new stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 5,770 shares of the company’s stock, valued at approximately $243,000. Elwood & Goetz Wealth Advisory Group LLC owned 0.09% of iShares ESG Screened S&P 500 ETF as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. Navalign LLC grew its holdings in iShares ESG Screened S&P 500 ETF by 4.7% during the 2nd quarter. Navalign LLC now owns 9,770 shares of the company’s stock valued at $411,000 after buying an additional 442 shares in the last quarter. Heritage Family Offices LLP purchased a new position in iShares ESG Screened S&P 500 ETF during the second quarter valued at $366,000. Sprinkle Financial Consultants LLC bought a new stake in iShares ESG Screened S&P 500 ETF in the 2nd quarter valued at $491,000. Cambridge Investment Research Advisors Inc. lifted its stake in iShares ESG Screened S&P 500 ETF by 4.0% in the 2nd quarter. Cambridge Investment Research Advisors Inc. now owns 26,406 shares of the company’s stock worth $1,110,000 after purchasing an additional 1,013 shares in the last quarter. Finally, Colton Groome Financial Advisors LLC purchased a new stake in iShares ESG Screened S&P 500 ETF in the 2nd quarter worth $205,000.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of iShares ESG Screened S&P 500 ETF stock traded up $0.45 during trading on Friday, reaching $43.39. 11,049 shares of the stock traded hands. The firm’s 50-day moving average price is $42.34 and its two-hundred day moving average price is $40.70. The firm has a market cap of $275.50 million, a P/E ratio of 27.88 and a beta of 1.03.

iShares ESG Screened S&P 500 ETF Company Profile

(Free Report)

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.

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Institutional Ownership by Quarter for iShares ESG Screened S&P 500 ETF (BATS:XVV)

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