Montecito Bank & Trust Buys Shares of 8,546 iShares ESG Screened S&P 500 ETF (BATS:XVV)

Montecito Bank & Trust purchased a new stake in shares of iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 8,546 shares of the company’s stock, valued at approximately $311,000. Montecito Bank & Trust owned 0.16% of iShares ESG Screened S&P 500 ETF as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of XVV. UBS Group AG raised its stake in iShares ESG Screened S&P 500 ETF by 97.5% in the third quarter. UBS Group AG now owns 855 shares of the company’s stock valued at $28,000 after purchasing an additional 422 shares in the last quarter. AdvisorNet Financial Inc raised its holdings in iShares ESG Screened S&P 500 ETF by 43.3% in the 3rd quarter. AdvisorNet Financial Inc now owns 1,403 shares of the company’s stock worth $45,000 after purchasing an additional 424 shares in the last quarter. Bank of America Corp DE increased its position in shares of iShares ESG Screened S&P 500 ETF by 10.1% during the fourth quarter. Bank of America Corp DE now owns 4,546 shares of the company’s stock valued at $129,000 after buying an additional 416 shares during the period. Advisor Group Holdings Inc. grew its holdings in shares of iShares ESG Screened S&P 500 ETF by 389.7% during the 4th quarter. Advisor Group Holdings Inc. now owns 6,018 shares of the company’s stock worth $171,000 after acquiring an additional 4,789 shares during the period. Finally, Cetera Investment Advisers purchased a new position in shares of iShares ESG Screened S&P 500 ETF in the 1st quarter valued at approximately $201,000.

iShares ESG Screened S&P 500 ETF Price Performance

Shares of iShares ESG Screened S&P 500 ETF stock opened at $39.28 on Friday. The firm’s 50 day moving average price is $38.13 and its two-hundred day moving average price is $35.45. The stock has a market capitalization of $206.22 million, a price-to-earnings ratio of 18.44 and a beta of 1.02.

iShares ESG Screened S&P 500 ETF 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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