15,517 iShares ESG Select Screened S&P 500 ETF $XVV Shares Sold by Prosperity Planning Inc.

Prosperity Planning Inc. reduced its position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 80.0% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,886 shares of the company’s stock after selling 15,517 shares during the period. Prosperity Planning Inc.’s holdings in iShares ESG Select Screened S&P 500 ETF were worth $227,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in XVV. Financial Council LLC boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 0.9% during the 1st quarter. Financial Council LLC now owns 28,388 shares of the company’s stock valued at $1,397,000 after acquiring an additional 254 shares during the last quarter. NorthRock Partners LLC lifted its position in iShares ESG Select Screened S&P 500 ETF by 0.8% during the second quarter. NorthRock Partners LLC now owns 47,634 shares of the company’s stock valued at $2,705,000 after purchasing an additional 360 shares during the last quarter. Cora Capital Advisors LLC grew its stake in shares of iShares ESG Select Screened S&P 500 ETF by 8.3% in the 1st quarter. Cora Capital Advisors LLC now owns 5,225 shares of the company’s stock worth $257,000 after buying an additional 400 shares in the last quarter. Private Advisor Group LLC increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 7.1% in the 1st quarter. Private Advisor Group LLC now owns 9,631 shares of the company’s stock worth $474,000 after buying an additional 636 shares during the last quarter. Finally, Cetera Investment Advisers increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 5.0% in the 1st quarter. Cetera Investment Advisers now owns 15,944 shares of the company’s stock worth $785,000 after buying an additional 758 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Trading Down 0.5%

XVV opened at $59.03 on Friday. The firm has a market cap of $516.51 million, a P/E ratio of 25.63 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 12 month low of $47.59 and a 12 month high of $59.74. The stock has a 50-day moving average of $58.70 and a 200 day moving average of $56.41.

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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.