RTD Financial Advisors Inc. Buys New Position in iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH)

RTD Financial Advisors Inc. bought a new stake in shares of iShares ESG Screened S&P Mid-Cap ETF (BATS:XJH) during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 23,604 shares of the company’s stock, valued at approximately $998,000.

Several other hedge funds also recently added to or reduced their stakes in XJH. Asset Dedication LLC increased its position in iShares ESG Screened S&P Mid-Cap ETF by 166.8% during the 3rd quarter. Asset Dedication LLC now owns 982 shares of the company’s stock valued at $42,000 after buying an additional 614 shares in the last quarter. Benjamin F. Edwards & Company Inc. grew its stake in 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 purchasing an additional 1,021 shares during the last quarter. Larson Financial Group LLC grew its stake in iShares ESG Screened S&P Mid-Cap ETF by 261.4% during the 2nd 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. PFG Investments LLC purchased a new stake in iShares ESG Screened S&P Mid-Cap ETF during the 3rd quarter valued at about $213,000. Finally, Novare Capital Management LLC purchased a new stake in iShares ESG Screened S&P Mid-Cap ETF during the 2nd quarter valued at about $220,000.

iShares ESG Screened S&P Mid-Cap ETF Price Performance

iShares ESG Screened S&P Mid-Cap ETF stock traded up $0.65 during trading hours on Wednesday, hitting $42.54. 6,098 shares of the stock traded hands. The firm’s 50-day moving average price is $41.82 and its 200 day moving average price is $40.64. The firm has a market capitalization of $189.30 million, a PE ratio of 16.70 and a beta of 1.10.

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.