Cwm LLC Buys New Holdings in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Cwm LLC purchased a new position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) during the 4th quarter, according to its most recent 13F filing with the SEC. The firm purchased 4,340 shares of the company’s stock, valued at approximately $158,000.

A number of other large investors have also bought and sold shares of the stock. Private Trust Co. NA bought a new position in shares of iShares ESG Screened S&P 500 ETF during the fourth quarter valued at approximately $55,000. Crane Advisory LLC purchased a new position in iShares ESG Screened S&P 500 ETF during the 4th quarter valued at $241,000. Montecito Bank & Trust purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the 4th quarter worth about $311,000. Commonwealth Equity Services LLC boosted its stake in shares of iShares ESG Screened S&P 500 ETF by 4.0% during the 3rd quarter. Commonwealth Equity Services LLC now owns 9,819 shares of the company’s stock valued at $318,000 after purchasing an additional 381 shares in the last quarter. Finally, Pathstone Family Office LLC bought a new position in iShares ESG Screened S&P 500 ETF in the third quarter worth about $325,000.

iShares ESG Screened S&P 500 ETF Stock Up 1.4 %

Shares of XVV opened at $39.23 on Monday. The business has a 50 day moving average of $39.35 and a 200-day moving average of $36.97. The stock has a market capitalization of $249.11 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.