Sage Mountain Advisors LLC Increases Position in iShares ESG Select Screened S&P 500 ETF $XVV

Sage Mountain Advisors LLC raised its position in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 8.3% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 16,828 shares of the company’s stock after buying an additional 1,288 shares during the period. Sage Mountain Advisors LLC owned about 0.19% of iShares ESG Select Screened S&P 500 ETF worth $803,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also modified their holdings of the company. NorthRock Partners LLC lifted its stake in iShares ESG Select Screened S&P 500 ETF by 24.3% during the 2nd quarter. NorthRock Partners LLC now owns 32,506 shares of the company’s stock worth $1,550,000 after acquiring an additional 6,346 shares in the last quarter. Eastern Bank acquired a new stake in shares of iShares ESG Select Screened S&P 500 ETF during the second quarter worth about $248,000. Townsend Asset Management Corp NC ADV purchased a new position in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter valued at approximately $219,000. Sound Stewardship LLC acquired a new position in shares of iShares ESG Select Screened S&P 500 ETF in the second quarter valued at approximately $892,000. Finally, Focus Partners Wealth grew its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 137.1% in the first quarter. Focus Partners Wealth now owns 34,266 shares of the company’s stock valued at $1,466,000 after purchasing an additional 19,813 shares in the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Up 27.3%

iShares ESG Select Screened S&P 500 ETF stock opened at $52.25 on Friday. iShares ESG Select Screened S&P 500 ETF has a 52-week low of $36.77 and a 52-week high of $49.02. The firm has a market cap of $457.19 million, a PE ratio of 25.63 and a beta of 1.04. The company’s 50 day moving average is $50.86 and its two-hundred day moving average is $47.56.

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.