Creative Planning Has $506,000 Stake in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Creative Planning trimmed its stake in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) by 14.9% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 11,954 shares of the company’s stock after selling 2,091 shares during the period. Creative Planning’s holdings in iShares ESG Screened S&P Mid-Cap ETF were worth $506,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the stock. Hilltop Wealth Advisors LLC raised its holdings in shares of iShares ESG Screened S&P Mid-Cap ETF by 324.2% during the third quarter. Hilltop Wealth Advisors LLC now owns 48,253 shares of the company’s stock worth $2,041,000 after acquiring an additional 36,877 shares during the period. First National Corp MA ADV bought a new position in iShares ESG Screened S&P Mid-Cap ETF in the third quarter valued at $259,000. Pathway Financial Advisors LLC grew its position in iShares ESG Screened S&P Mid-Cap ETF by 20.0% in the third quarter. Pathway Financial Advisors LLC now owns 8,671 shares of the company’s stock valued at $367,000 after purchasing an additional 1,448 shares in the last quarter. Cetera Investment Advisers grew its position in iShares ESG Screened S&P Mid-Cap ETF by 24.7% in the second quarter. Cetera Investment Advisers now owns 32,796 shares of the company’s stock valued at $1,298,000 after purchasing an additional 6,494 shares in the last quarter. Finally, Benjamin F. Edwards & Company Inc. grew its position in iShares ESG Screened S&P Mid-Cap ETF by 395.7% in the second quarter. Benjamin F. Edwards & Company Inc. now owns 1,279 shares of the company’s stock valued at $51,000 after purchasing an additional 1,021 shares in the last quarter.

iShares ESG Screened S&P Mid-Cap ETF Trading Up 1.6 %

iShares ESG Screened S&P Mid-Cap ETF stock opened at $42.54 on Wednesday. The company has a market capitalization of $189.30 million, a P/E ratio of 16.70 and a beta of 1.10. The company has a fifty day simple moving average of $41.82 and a two-hundred day simple moving average of $40.64.

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.