Sigma Planning Corp Reduces Stake in iShares ESG Screened S&P 500 ETF (BATS:XVV)

Sigma Planning Corp trimmed its position in iShares ESG Screened S&P 500 ETF (BATS:XVV) by 3.1% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,614 shares of the company’s stock after selling 243 shares during the period. Sigma Planning Corp’s holdings in iShares ESG Screened S&P 500 ETF were worth $337,000 as of its most recent SEC filing.

Other large investors have also made changes to their positions in the company. JNBA Financial Advisors grew its position in iShares ESG Screened S&P 500 ETF by 38.8% during the third quarter. JNBA Financial Advisors now owns 81,352 shares of the company’s stock valued at $3,598,000 after buying an additional 22,734 shares during the period. Ferguson Shapiro LLC bought a new stake in shares of iShares ESG Screened S&P 500 ETF during the 3rd quarter valued at $624,000. Sprinkle Financial Consultants LLC purchased a new stake in shares of iShares ESG Screened S&P 500 ETF in the 2nd quarter worth $491,000. Asset Dedication LLC bought a new position in iShares ESG Screened S&P 500 ETF in the 2nd quarter worth $482,000. Finally, Buffington Mohr McNeal purchased a new position in iShares ESG Screened S&P 500 ETF during the second quarter valued at $389,000.

iShares ESG Screened S&P 500 ETF Stock Performance

Shares of XVV opened at $45.15 on Friday. The stock has a 50 day moving average of $44.36 and a 200-day moving average of $42.61. The stock has a market capitalization of $286.71 million, a PE ratio of 27.88 and a beta of 1.03.

iShares ESG Screened S&P 500 ETF Company 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.