13,734 Shares in iShares ESG Select Screened S&P 500 ETF $XVV Acquired by KFG Wealth Management LLC

KFG Wealth Management LLC acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVVFree Report) in the second quarter, Holdings Channel reports. The fund acquired 13,734 shares of the company’s stock, valued at approximately $780,000.

A number of other institutional investors have also recently added to or reduced their stakes in the stock. Integrated Wealth Concepts LLC bought a new position in iShares ESG Select Screened S&P 500 ETF during the 1st quarter worth $454,000. Jane Street Group LLC lifted its stake in iShares ESG Select Screened S&P 500 ETF by 325.4% in the first quarter. Jane Street Group LLC now owns 20,533 shares of the company’s stock valued at $878,000 after buying an additional 15,706 shares during the last quarter. Focus Partners Wealth boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 137.1% during the first quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock valued at $1,466,000 after acquiring an additional 19,813 shares during the period. JPMorgan Chase & Co. boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 177.0% during the second quarter. JPMorgan Chase & Co. now owns 25,014 shares of the company’s stock valued at $1,193,000 after acquiring an additional 15,983 shares during the period. Finally, Cresset Asset Management LLC grew its position in shares of iShares ESG Select Screened S&P 500 ETF by 3.2% during the second quarter. Cresset Asset Management LLC now owns 12,379 shares of the company’s stock worth $590,000 after acquiring an additional 384 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Up 0.4%

XVV stock opened at $58.63 on Thursday. 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’s 50-day simple moving average is $57.75 and its 200 day simple moving average is $55.13. The stock has a market cap of $513.01 million, a PE ratio of 25.63 and a beta of 1.04.

iShares ESG Select Screened S&P 500 ETF 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.

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Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Select Screened S&P 500 ETF (BATS:XVVFree Report).

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

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