WestHill Financial Advisors Inc. Purchases New Stake in iShares ESG Select Screened S&P 500 ETF $XVV

WestHill Financial Advisors Inc. acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm acquired 27,623 shares of the company’s stock, valued at approximately $1,610,000. iShares ESG Select Screened S&P 500 ETF makes up 0.3% of WestHill Financial Advisors Inc.’s holdings, making the stock its 27th biggest holding.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in XVV. Envestnet Asset Management Inc. grew its holdings in iShares ESG Select Screened S&P 500 ETF by 4,934.2% in the 2nd quarter. Envestnet Asset Management Inc. now owns 1,412,659 shares of the company’s stock valued at $80,225,000 after buying an additional 1,384,598 shares in the last quarter. Denver PWM LLC acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF during the 2nd quarter valued at about $38,898,000. NewEdge Advisors LLC boosted its position in shares of iShares ESG Select Screened S&P 500 ETF by 7,525.8% during the 2nd quarter. NewEdge Advisors LLC now owns 549,517 shares of the company’s stock valued at $31,207,000 after acquiring an additional 542,311 shares during the last quarter. Waycross Investment Management Co purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter valued at about $30,157,000. Finally, Baird Financial Group Inc. purchased a new stake in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter valued at about $16,180,000.

iShares ESG Select Screened S&P 500 ETF Trading Down 1.0%

iShares ESG Select Screened S&P 500 ETF stock traded down $0.61 during midday trading on Wednesday, hitting $58.65. 2,892 shares of the stock were exchanged, compared to its average volume of 28,502. iShares ESG Select Screened S&P 500 ETF has a fifty-two week low of $47.59 and a fifty-two week high of $59.74. The stock has a market capitalization of $513.19 million, a price-to-earnings ratio of 25.63 and a beta of 1.04. The stock’s 50-day simple moving average is $58.77 and its 200 day simple moving average is $56.62.

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