iShares ESG Select Screened S&P 500 ETF $XVV Position Increased by Integrated Wealth Concepts LLC

Integrated Wealth Concepts LLC grew its holdings in shares of iShares ESG Select Screened S&P 500 ETF (BATS:XVV) by 1,426.4% during the second quarter, according to its most recent Form 13F filing with the SEC. The firm owned 164,335 shares of the company’s stock after purchasing an additional 153,569 shares during the period. Integrated Wealth Concepts LLC owned 1.88% of iShares ESG Select Screened S&P 500 ETF worth $9,333,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Jane Street Group LLC boosted its holdings in shares of iShares ESG Select Screened S&P 500 ETF by 325.4% in 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 period. Focus Partners Wealth raised its stake in iShares ESG Select Screened S&P 500 ETF by 137.1% during the first 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. raised its stake 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 acquiring an additional 15,983 shares during the period. Cresset Asset Management LLC lifted its holdings in 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 acquiring an additional 384 shares during the last quarter. Finally, NewEdge Advisors LLC lifted its holdings in iShares ESG Select Screened S&P 500 ETF by 294.2% in the second quarter. NewEdge Advisors LLC now owns 8,979 shares of the company’s stock worth $428,000 after acquiring an additional 6,701 shares during the last quarter.

iShares ESG Select Screened S&P 500 ETF Stock Down 0.6%

Shares of XVV stock opened at $57.92 on Friday. The business has a 50 day moving average of $58.03 and a two-hundred day moving average of $55.40. iShares ESG Select Screened S&P 500 ETF has a 52 week low of $47.59 and a 52 week high of $59.74. The company has a market cap of $506.80 million, a P/E ratio of 25.63 and a beta of 1.04.

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.