Ballew Advisors Inc Has $1.45 Million Position in Ishares S&P 500 (IVV)

Ballew Advisors Inc boosted its position in Ishares S&P 500 (NYSEARCA:IVV) by 65.6% during the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 5,467 shares of the company’s stock after acquiring an additional 2,166 shares during the quarter. Ishares S&P 500 accounts for about 1.3% of Ballew Advisors Inc’s holdings, making the stock its 22nd biggest holding. Ballew Advisors Inc’s holdings in Ishares S&P 500 were worth $1,451,000 at the end of the most recent reporting period.

A number of other large investors have also recently modified their holdings of IVV. Bfsg LLC raised its holdings in Ishares S&P 500 by 1.0% during the fourth quarter. Bfsg LLC now owns 17,834 shares of the company’s stock worth $4,795,000 after purchasing an additional 176 shares in the last quarter. Shepherd Financial Partners LLC raised its holdings in Ishares S&P 500 by 6.0% during the fourth quarter. Shepherd Financial Partners LLC now owns 3,428 shares of the company’s stock worth $922,000 after purchasing an additional 193 shares in the last quarter. Narwhal Capital Management raised its holdings in Ishares S&P 500 by 0.6% during the fourth quarter. Narwhal Capital Management now owns 31,266 shares of the company’s stock worth $8,406,000 after purchasing an additional 194 shares in the last quarter. Evensky & Katz LLC raised its holdings in Ishares S&P 500 by 4.6% during the fourth quarter. Evensky & Katz LLC now owns 4,502 shares of the company’s stock worth $1,210,000 after purchasing an additional 196 shares in the last quarter. Finally, Regentatlantic Capital LLC raised its holdings in Ishares S&P 500 by 3.7% during the fourth quarter. Regentatlantic Capital LLC now owns 5,602 shares of the company’s stock worth $1,506,000 after purchasing an additional 198 shares in the last quarter.

IVV stock opened at $273.88 on Friday. Ishares S&P 500 has a twelve month low of $272.52 and a twelve month high of $273.81.

About Ishares S&P 500

iShares Core S&P 500 ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 500 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market.

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Institutional Ownership by Quarter for Ishares S&P 500 (NYSEARCA:IVV)

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