Jim Saulnier & Associates LLC Acquires Shares of 42,531 iShares ESG Select Screened S&P 500 ETF $XVV

Jim Saulnier & Associates LLC acquired a new position in iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund acquired 42,531 shares of the company’s stock, valued at approximately $2,415,000. iShares ESG Select Screened S&P 500 ETF comprises about 1.1% of Jim Saulnier & Associates LLC’s investment portfolio, making the stock its 22nd largest position.

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

iShares ESG Select Screened S&P 500 ETF Trading Down 0.4%

Shares of BATS:XVV opened at $59.04 on Friday. The stock has a market cap of $516.60 million, a P/E ratio of 25.63 and a beta of 1.04. 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 company has a 50 day moving average of $57.89 and a 200 day moving average of $55.21.

iShares ESG Select 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. XVV was launched on Sep 22, 2020 and is managed by BlackRock.