Koss Olinger Consulting LLC Acquires 4,122 Shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

Koss Olinger Consulting LLC increased its holdings in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJHFree Report) by 2.9% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 145,921 shares of the company’s stock after acquiring an additional 4,122 shares during the period. Koss Olinger Consulting LLC owned about 3.28% of iShares ESG Screened S&P Mid-Cap ETF worth $6,171,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Topel & Distasi Wealth Management LLC lifted its stake in iShares ESG Screened S&P Mid-Cap ETF by 8.2% in the first quarter. Topel & Distasi Wealth Management LLC now owns 12,489 shares of the company’s stock valued at $513,000 after purchasing an additional 943 shares during the last quarter. Raymond James & Associates lifted its stake in iShares ESG Screened S&P Mid-Cap ETF by 8.3% in the second quarter. Raymond James & Associates now owns 360,135 shares of the company’s stock valued at $14,251,000 after purchasing an additional 27,454 shares during the last quarter. Bailard Inc. lifted its stake in iShares ESG Screened S&P Mid-Cap ETF by 0.3% in the second quarter. Bailard Inc. now owns 200,050 shares of the company’s stock valued at $7,916,000 after purchasing an additional 583 shares during the last quarter. Larson Financial Group LLC lifted its stake in iShares ESG Screened S&P Mid-Cap ETF by 261.4% in the second quarter. Larson Financial Group LLC now owns 1,666 shares of the company’s stock valued at $66,000 after purchasing an additional 1,205 shares during the last quarter. Finally, Private Advisor Group LLC purchased a new position in iShares ESG Screened S&P Mid-Cap ETF in the second quarter valued at approximately $1,303,000.

iShares ESG Screened S&P Mid-Cap ETF Trading Up 0.1 %

iShares ESG Screened S&P Mid-Cap ETF stock opened at $43.23 on Monday. The firm has a 50 day moving average price of $41.49 and a 200 day moving average price of $40.41. The stock has a market capitalization of $192.37 million, a P/E ratio of 16.70 and a beta of 1.10.

About iShares ESG Screened S&P Mid-Cap ETF

(Free Report)

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.

Further Reading

Want to see what other hedge funds are holding XJH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG Screened S&P Mid-Cap ETF (BATS:XJHFree Report).

Institutional Ownership by Quarter for iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

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