Denver PWM LLC Invests $38.90 Million in iShares ESG Select Screened S&P 500 ETF $XVV

Denver PWM LLC acquired a new position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 684,939 shares of the company’s stock, valued at approximately $38,898,000. iShares ESG Select Screened S&P 500 ETF accounts for approximately 10.8% of Denver PWM LLC’s portfolio, making the stock its 2nd largest holding. Denver PWM LLC owned 7.83% of iShares ESG Select Screened S&P 500 ETF at the end of the most recent reporting period.

A number of other large investors also recently added to or reduced their stakes in the business. JNBA Financial Advisors boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 105.5% during the second quarter. JNBA Financial Advisors now owns 175,987 shares of the company’s stock worth $9,539,000 after acquiring an additional 90,344 shares during the last quarter. Abound Wealth Management purchased a new stake in iShares ESG Select Screened S&P 500 ETF in the 2nd quarter worth $96,000. KWB Wealth boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 78.6% during the 2nd quarter. KWB Wealth now owns 9,877 shares of the company’s stock valued at $561,000 after purchasing an additional 4,347 shares during the last quarter. Prosperity Planning Inc. purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter valued at about $221,000. Finally, NerdWallet Wealth Partners LLC increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 20.3% in the second quarter. NerdWallet Wealth Partners LLC now owns 26,929 shares of the company’s stock worth $1,529,000 after purchasing an additional 4,544 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Performance

XVV stock opened at $58.83 on Tuesday. The firm has a fifty day moving average price of $57.64 and a 200 day moving average price of $55.04. iShares ESG Select Screened S&P 500 ETF has a fifty-two week low of $47.59 and a fifty-two week high of $59.74. The firm has a market cap of $514.76 million, a PE ratio of 25.63 and a beta of 1.04.

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.