Monument Capital Management Buys 973 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Monument Capital Management grew its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 21.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 5,535 shares of the company’s stock after purchasing an additional 973 shares during the period. Monument Capital Management’s holdings in iShares ESG Screened S&P 500 ETF were worth $251,000 as of its most recent SEC filing.

A number of other large investors have also recently modified their holdings of XVV. Dakota Wealth Management lifted its position in iShares ESG Screened S&P 500 ETF by 5.7% during the 4th quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after acquiring an additional 338 shares during the period. Confluence Wealth Services Inc. raised its holdings in iShares ESG Screened S&P 500 ETF by 96.4% in the third quarter. Confluence Wealth Services Inc. now owns 9,458 shares of the company’s stock worth $418,000 after buying an additional 4,642 shares during the last quarter. Jane Street Group LLC raised its holdings in iShares ESG Screened S&P 500 ETF by 212.8% in the third quarter. Jane Street Group LLC now owns 20,581 shares of the company’s stock worth $910,000 after buying an additional 14,001 shares during the last quarter. MML Investors Services LLC raised its holdings in iShares ESG Screened S&P 500 ETF by 11.2% in the third quarter. MML Investors Services LLC now owns 20,776 shares of the company’s stock worth $919,000 after buying an additional 2,100 shares during the last quarter. Finally, MAI Capital Management raised its holdings in iShares ESG Screened S&P 500 ETF by 18.2% in the third quarter. MAI Capital Management now owns 21,584 shares of the company’s stock worth $955,000 after buying an additional 3,327 shares during the last quarter.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of iShares ESG Screened S&P 500 ETF stock opened at $47.15 on Tuesday. The stock has a market capitalization of $299.38 million, a PE ratio of 27.88 and a beta of 1.03. The business has a 50-day moving average price of $46.26 and a 200-day moving average price of $44.83.

iShares ESG 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.