iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) Shares Purchased by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. boosted its holdings in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 17.8% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 27,814 shares of the company’s stock after buying an additional 4,210 shares during the period. RTD Financial Advisors Inc.’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $1,164,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Benjamin F. Edwards & Company Inc. grew its stake in shares of iShares ESG Screened S&P Mid-Cap ETF by 395.7% during the 2nd quarter. Benjamin F. Edwards & Company Inc. now owns 1,279 shares of the company’s stock valued at $51,000 after buying an additional 1,021 shares during the period. Creative Planning boosted its holdings in iShares ESG Screened S&P Mid-Cap ETF by 36.0% in the second quarter. Creative Planning now owns 14,045 shares of the company’s stock valued at $556,000 after acquiring an additional 3,718 shares during the last quarter. Cetera Investment Advisers grew its position in iShares ESG Screened S&P Mid-Cap ETF by 24.7% during the second quarter. Cetera Investment Advisers now owns 32,796 shares of the company’s stock valued at $1,298,000 after acquiring an additional 6,494 shares during the period. Pathway Financial Advisors LLC grew its position in iShares ESG Screened S&P Mid-Cap ETF by 20.0% during the third quarter. Pathway Financial Advisors LLC now owns 8,671 shares of the company’s stock valued at $367,000 after acquiring an additional 1,448 shares during the period. Finally, First National Corp MA ADV acquired a new stake in iShares ESG Screened S&P Mid-Cap ETF during the third quarter worth about $259,000.

iShares ESG Screened S&P Mid-Cap ETF Stock Up 3.8 %

BATS XJH opened at $43.92 on Friday. The firm has a market cap of $195.44 million, a price-to-earnings ratio of 16.70 and a beta of 1.10. The company has a fifty day moving average price of $43.44 and a 200-day moving average price of $42.22.

iShares ESG Screened S&P Mid-Cap ETF Profile

The iShares ESG Screened S&P Mid-Cap ETF (XJH) is an exchange-traded fund that mostly invests in mid cap equity. The fund tracks a market-cap weighted index of US mid-caps screened for sustainability and excluding those with exposure to certain controversial business activities. XJH was launched on Sep 22, 2020 and is managed by BlackRock.