Stephenson & Company Inc. Has $19.27 Million Stock Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Stephenson & Company Inc. raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.4% during the 1st quarter, according to the company in its most recent filing with the SEC. The firm owned 34,298 shares of the company’s stock after purchasing an additional 132 shares during the quarter. iShares Core S&P 500 ETF accounts for about 12.5% of Stephenson & Company Inc.’s investment portfolio, making the stock its 3rd biggest position. Stephenson & Company Inc.’s holdings in iShares Core S&P 500 ETF were worth $19,272,000 as of its most recent filing with the SEC.

Other large investors have also made changes to their positions in the company. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter valued at $331,591,000. Sei Investments Co. increased its stake in iShares Core S&P 500 ETF by 1.0% in the fourth quarter. Sei Investments Co. now owns 7,393 shares of the company’s stock valued at $4,352,000 after acquiring an additional 76 shares during the period. Vanguard Group Inc. increased its stake in iShares Core S&P 500 ETF by 2.8% in the fourth quarter. Vanguard Group Inc. now owns 29,048 shares of the company’s stock valued at $17,100,000 after acquiring an additional 804 shares during the period. Loomis Sayles & Co. L P raised its position in iShares Core S&P 500 ETF by 190.9% in the fourth quarter. Loomis Sayles & Co. L P now owns 320 shares of the company’s stock worth $188,000 after purchasing an additional 210 shares in the last quarter. Finally, Pictet Asset Management Holding SA acquired a new position in iShares Core S&P 500 ETF in the fourth quarter worth about $75,817,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

NYSEARCA IVV opened at $640.06 on Monday. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $640.64. The company has a market capitalization of $644.96 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock’s 50 day moving average is $610.58 and its two-hundred day moving average is $587.28.

iShares Core S&P 500 ETF Profile

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.