Montecito Bank & Trust Sells 1,600 Shares of iShares ESG Screened S&P 500 ETF (BATS:XVV)

Montecito Bank & Trust decreased its stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVV) by 20.1% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 6,364 shares of the company’s stock after selling 1,600 shares during the period. Montecito Bank & Trust owned approximately 0.10% of iShares ESG Screened S&P 500 ETF worth $288,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently modified their holdings of the company. JNBA Financial Advisors boosted its position in iShares ESG Screened S&P 500 ETF by 38.8% during the 3rd quarter. JNBA Financial Advisors now owns 81,352 shares of the company’s stock valued at $3,598,000 after acquiring an additional 22,734 shares in the last quarter. HighTower Advisors LLC boosted its position in shares of iShares ESG Screened S&P 500 ETF by 8.5% during the third quarter. HighTower Advisors LLC now owns 37,302 shares of the company’s stock valued at $1,653,000 after purchasing an additional 2,936 shares in the last quarter. MAI Capital Management grew its stake in iShares ESG Screened S&P 500 ETF by 18.2% in the third quarter. MAI Capital Management now owns 21,584 shares of the company’s stock worth $955,000 after purchasing an additional 3,327 shares during the period. Thrivent Financial for Lutherans grew its stake in iShares ESG Screened S&P 500 ETF by 20.3% in the second quarter. Thrivent Financial for Lutherans now owns 21,295 shares of the company’s stock worth $896,000 after purchasing an additional 3,600 shares during the period. Finally, MML Investors Services LLC raised its holdings in iShares ESG Screened S&P 500 ETF by 11.2% in the third quarter. MML Investors Services LLC now owns 20,776 shares of the company’s stock worth $919,000 after purchasing an additional 2,100 shares in the last quarter.

iShares ESG Screened S&P 500 ETF Trading Up 4.6 %

Shares of XVV stock opened at $46.96 on Friday. The company has a market cap of $298.20 million, a PE ratio of 27.88 and a beta of 1.03. The firm’s 50 day simple moving average is $46.08 and its two-hundred day simple moving average is $44.33.

iShares ESG 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.