iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) Shares Purchased by Chicago Partners Investment Group LLC

Chicago Partners Investment Group LLC grew its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 10.1% in the third quarter, according to its most recent filing with the SEC. The firm owned 6,668 shares of the company’s stock after acquiring an additional 611 shares during the quarter. Chicago Partners Investment Group LLC owned about 0.15% of iShares ESG Screened S&P Mid-Cap ETF worth $281,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of XJH. Topel & Distasi Wealth Management LLC boosted its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 8.2% in the first quarter. Topel & Distasi Wealth Management LLC now owns 12,489 shares of the company’s stock valued at $513,000 after acquiring an additional 943 shares in the last quarter. Portland Global Advisors LLC acquired a new position in shares of iShares ESG Screened S&P Mid-Cap ETF during the 1st quarter valued at $606,000. Balanced Rock Investment Advisors LLC raised its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 86.6% in the 1st quarter. Balanced Rock Investment Advisors LLC now owns 41,756 shares of the company’s stock worth $1,715,000 after buying an additional 19,381 shares in the last quarter. Francis Financial Inc. acquired a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF in the second quarter valued at $1,875,000. Finally, Wealth Enhancement Advisory Services LLC boosted its stake in iShares ESG Screened S&P Mid-Cap ETF by 115.1% during the second quarter. Wealth Enhancement Advisory Services LLC now owns 18,607 shares of the company’s stock valued at $736,000 after buying an additional 9,956 shares in the last quarter.

iShares ESG Screened S&P Mid-Cap ETF Trading Up 1.6 %

Shares of iShares ESG Screened S&P Mid-Cap ETF stock opened at $42.54 on Wednesday. The company has a market capitalization of $189.30 million, a PE ratio of 16.70 and a beta of 1.10. The business has a 50 day simple moving average of $41.82 and a 200-day simple moving average of $40.64.

iShares ESG Screened S&P Mid-Cap ETF Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.