Napatree Capital LLC Makes New Investment in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Napatree Capital LLC bought a new position in shares of iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 10,612 shares of the company’s stock, valued at approximately $386,000.

Several other institutional investors and hedge funds have also made changes to their positions in XVV. Pathstone Family Office LLC bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth $325,000. Becker Capital Management Inc. lifted its position in shares of iShares ESG Screened S&P 500 ETF by 55.6% during the third quarter. Becker Capital Management Inc. now owns 187,724 shares of the company’s stock worth $6,116,000 after purchasing an additional 67,095 shares during the last quarter. Sunbelt Securities Inc. bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth $401,000. Montecito Bank & Trust bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the fourth quarter worth $311,000. Finally, Raymond James Financial Services Advisors Inc. lifted its position in shares of iShares ESG Screened S&P 500 ETF by 1.8% during the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 15,251 shares of the company’s stock worth $555,000 after purchasing an additional 274 shares during the last quarter.

iShares ESG Screened S&P 500 ETF Stock Performance

BATS:XVV opened at $42.17 on Tuesday. The company has a market capitalization of $267.78 million, a P/E ratio of 27.88 and a beta of 1.03. The stock’s fifty day simple moving average is $39.98 and its two-hundred day simple moving average is $38.56.

iShares ESG Screened S&P 500 ETF Company Profile

(Free Report)

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.

See Also

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Institutional Ownership by Quarter for iShares ESG Screened S&P 500 ETF (BATS:XVV)

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