10,612 Shares in iShares ESG Screened S&P 500 ETF (BATS:XVV) Purchased by Napatree Capital LLC

Napatree Capital LLC purchased a new position in iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 10,612 shares of the company’s stock, valued at approximately $386,000. Napatree Capital LLC owned approximately 0.20% of iShares ESG Screened S&P 500 ETF as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Pathstone Family Office LLC acquired a new stake in shares of iShares ESG Screened S&P 500 ETF during the third quarter worth approximately $325,000. Becker Capital Management Inc. grew its stake 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 valued at $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 valued at approximately $401,000. Montecito Bank & Trust bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the fourth quarter valued at approximately $311,000. Finally, Raymond James Financial Services Advisors Inc. grew its stake 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 valued at $555,000 after purchasing an additional 274 shares during the last quarter.

iShares ESG Screened S&P 500 ETF Trading Up 0.7 %

Shares of XVV stock opened at $42.17 on Tuesday. The company has a market capitalization of $267.78 million, a PE ratio of 27.88 and a beta of 1.03. The firm has a 50-day simple moving average of $39.98 and a 200 day simple moving average of $38.56.

About iShares ESG Screened S&P 500 ETF

(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

Want to see what other hedge funds are holding XVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Screened S&P 500 ETF (BATS:XVVFree Report).

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

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