iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH) Shares Sold by Congress Wealth Management LLC DE

Congress Wealth Management LLC DE lessened its stake in iShares ESG Select Screened S&P Mid-Cap ETF (BATS:XJH) by 20.5% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,884 shares of the company’s stock after selling 2,802 shares during the period. Congress Wealth Management LLC DE owned 0.24% of iShares ESG Select Screened S&P Mid-Cap ETF worth $455,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in XJH. Raymond James Financial Inc. purchased a new position in shares of iShares ESG Select Screened S&P Mid-Cap ETF in the 4th quarter valued at approximately $19,360,000. World Investment Advisors LLC purchased a new position in iShares ESG Select Screened S&P Mid-Cap ETF in the 3rd quarter valued at $5,881,000. MassMutual Private Wealth & Trust FSB acquired a new position in iShares ESG Select Screened S&P Mid-Cap ETF in the 4th quarter valued at $959,000. HighTower Advisors LLC raised its position in iShares ESG Select Screened S&P Mid-Cap ETF by 37.6% during the 4th quarter. HighTower Advisors LLC now owns 47,003 shares of the company’s stock worth $1,966,000 after buying an additional 12,847 shares during the last quarter. Finally, LPL Financial LLC lifted its stake in shares of iShares ESG Select Screened S&P Mid-Cap ETF by 13.1% in the 4th quarter. LPL Financial LLC now owns 100,712 shares of the company’s stock worth $4,213,000 after acquiring an additional 11,668 shares during the period.

iShares ESG Select Screened S&P Mid-Cap ETF Stock Down 9.0 %

Shares of iShares ESG Select Screened S&P Mid-Cap ETF stock opened at $38.98 on Friday. The firm has a market cap of $251.42 million, a price-to-earnings ratio of 18.43 and a beta of 1.12. The company’s 50-day simple moving average is $41.63 and its 200-day simple moving average is $42.43. iShares ESG Select Screened S&P Mid-Cap ETF has a 52-week low of $37.52 and a 52-week high of $46.00.

iShares ESG Select 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.