Heritage Wealth Management LLC Takes Position in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Heritage Wealth Management LLC bought a new position in iShares ESG Screened S&P 500 ETF (BATS:XVV) in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 11,136 shares of the company’s stock, valued at approximately $405,000. Heritage Wealth Management LLC owned approximately 0.21% of iShares ESG Screened S&P 500 ETF as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds have also added to or reduced their stakes in XVV. Raymond James Financial Services Advisors Inc. grew its stake in shares of iShares ESG Screened S&P 500 ETF by 1.8% in the 4th quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock worth $555,000 after acquiring an additional 274 shares in the last quarter. Financial Council Asset Management Inc purchased a new stake in iShares ESG Screened S&P 500 ETF in the 4th quarter valued at about $1,245,000. Commonwealth Equity Services LLC boosted its position in iShares ESG Screened S&P 500 ETF by 4.0% in the third quarter. Commonwealth Equity Services LLC now owns 9,819 shares of the company’s stock worth $318,000 after purchasing an additional 381 shares during the last quarter. Montrusco Bolton Investments Inc. boosted its holdings in shares of iShares ESG Screened S&P 500 ETF by 15.5% in the 3rd quarter. Montrusco Bolton Investments Inc. now owns 104,439 shares of the company’s stock worth $3,387,000 after buying an additional 13,991 shares during the last quarter. Finally, Better Money Decisions LLC raised its holdings in shares of iShares ESG Screened S&P 500 ETF by 39.0% in the 4th quarter. Better Money Decisions LLC now owns 96,695 shares of the company’s stock worth $3,518,000 after purchasing an additional 27,107 shares during the period.

iShares ESG Screened S&P 500 ETF Price Performance

BATS XVV traded up $0.33 on Friday, hitting $38.68. 18,151 shares of the stock traded hands. The company has a market cap of $245.61 million, a price-to-earnings ratio of 27.88 and a beta of 1.03. The stock’s 50 day simple moving average is $39.35 and its two-hundred day simple moving average is $36.87.

iShares ESG Screened S&P 500 ETF 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.