Alpine Bank Wealth Management Has $4.19 Million Stake in iShares ESG Select Screened S&P 500 ETF $XVV

Alpine Bank Wealth Management grew its stake in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 14.7% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 81,311 shares of the company’s stock after buying an additional 10,445 shares during the period. iShares ESG Select Screened S&P 500 ETF makes up approximately 0.6% of Alpine Bank Wealth Management’s holdings, making the stock its 29th biggest position. Alpine Bank Wealth Management owned about 0.93% of iShares ESG Select Screened S&P 500 ETF worth $4,189,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in the stock. Better Money Decisions LLC grew its stake in iShares ESG Select Screened S&P 500 ETF by 2.1% in the 2nd quarter. Better Money Decisions LLC now owns 88,618 shares of the company’s stock valued at $4,226,000 after buying an additional 1,841 shares during the last quarter. Raymond James Financial Inc. boosted its holdings in iShares ESG Select Screened S&P 500 ETF by 3.2% during the second quarter. Raymond James Financial Inc. now owns 60,714 shares of the company’s stock valued at $2,895,000 after acquiring an additional 1,870 shares during the period. Gould Asset Management LLC CA boosted its holdings in iShares ESG Select Screened S&P 500 ETF by 1.7% during the second quarter. Gould Asset Management LLC CA now owns 39,655 shares of the company’s stock valued at $1,891,000 after acquiring an additional 680 shares during the period. Focus Partners Wealth grew its position in shares of iShares ESG Select Screened S&P 500 ETF by 137.1% in the first quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock valued at $1,466,000 after purchasing an additional 19,813 shares during the last quarter. Finally, NorthRock Partners LLC increased its stake in shares of iShares ESG Select Screened S&P 500 ETF by 24.3% in the second quarter. NorthRock Partners LLC now owns 32,506 shares of the company’s stock worth $1,550,000 after purchasing an additional 6,346 shares during the period.

iShares ESG Select Screened S&P 500 ETF Trading Up 28.4%

XVV opened at $52.69 on Friday. The business has a 50 day moving average of $52.52 and a 200-day moving average of $50.63. The stock has a market capitalization of $461.01 million, a price-to-earnings ratio of 25.63 and a beta of 1.04. iShares ESG Select Screened S&P 500 ETF has a 1-year low of $36.77 and a 1-year high of $49.02.

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