Straight Path Wealth Management Takes Position in iShares ESG Select Screened S&P 500 ETF $XVV

Straight Path Wealth Management bought a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 11,659 shares of the company’s stock, valued at approximately $662,000. Straight Path Wealth Management owned 0.13% of iShares ESG Select Screened S&P 500 ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also made changes to their positions in the company. University of Cambridge Investment Management Ltd acquired a new position in iShares ESG Select Screened S&P 500 ETF in the 4th quarter valued at about $192,033,000. Denver PWM LLC acquired a new stake in iShares ESG Select Screened S&P 500 ETF during the 2nd quarter worth approximately $38,898,000. Waycross Investment Management Co purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF in the 2nd quarter valued at approximately $30,157,000. LPL Financial LLC grew its stake in shares of iShares ESG Select Screened S&P 500 ETF by 17.5% in the 4th quarter. LPL Financial LLC now owns 256,138 shares of the company’s stock valued at $13,498,000 after purchasing an additional 38,112 shares during the last quarter. Finally, Brown Advisory Inc. increased its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 15.4% in the fourth quarter. Brown Advisory Inc. now owns 184,015 shares of the company’s stock valued at $9,698,000 after purchasing an additional 24,516 shares during the period.

iShares ESG Select Screened S&P 500 ETF Price Performance

iShares ESG Select Screened S&P 500 ETF stock opened at $59.04 on Monday. iShares ESG Select Screened S&P 500 ETF has a 12 month low of $47.59 and a 12 month high of $59.74. The business has a 50 day simple moving average of $57.89 and a 200-day simple moving average of $55.23. The stock has a market capitalization of $516.60 million, a PE ratio of 25.63 and a beta of 1.04.

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.