McClarren Financial Advisors Inc. Invests $73,000 in iShares ESG Screened S&P 500 ETF (BATS:XVV)

McClarren Financial Advisors Inc. purchased a new stake in iShares ESG Screened S&P 500 ETF (BATS:XVV) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 1,625 shares of the company’s stock, valued at approximately $73,000.

A number of other large investors also recently bought and sold shares of XVV. Dakota Wealth Management increased its position in shares of iShares ESG Screened S&P 500 ETF by 5.7% in the fourth quarter. Dakota Wealth Management now owns 6,256 shares of the company’s stock valued at $283,000 after buying an additional 338 shares in the last quarter. Better Money Decisions LLC increased its holdings in iShares ESG Screened S&P 500 ETF by 0.8% in the 4th quarter. Better Money Decisions LLC now owns 93,750 shares of the company’s stock worth $4,247,000 after acquiring an additional 790 shares in the last quarter. Ellenbecker Investment Group raised its position in iShares ESG Screened S&P 500 ETF by 20.0% during the fourth quarter. Ellenbecker Investment Group now owns 7,175 shares of the company’s stock worth $325,000 after acquiring an additional 1,197 shares during the period. RHS Financial LLC lifted its holdings in iShares ESG Screened S&P 500 ETF by 20.5% during the fourth quarter. RHS Financial LLC now owns 8,658 shares of the company’s stock valued at $392,000 after purchasing an additional 1,474 shares in the last quarter. Finally, Ferguson Shapiro LLC grew its position in shares of iShares ESG Screened S&P 500 ETF by 10.8% in the fourth quarter. Ferguson Shapiro LLC now owns 15,620 shares of the company’s stock valued at $708,000 after purchasing an additional 1,519 shares during the period.

iShares ESG Screened S&P 500 ETF Stock Up 3.7 %

XVV stock opened at $46.57 on Thursday. The stock’s 50 day moving average is $46.25 and its 200-day moving average is $44.69. The stock has a market capitalization of $295.72 million, a PE ratio of 27.88 and a beta of 1.03.

About iShares ESG Screened S&P 500 ETF

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.