iShares Core S&P 500 ETF $IVV Position Raised by BSW Wealth Partners

BSW Wealth Partners grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 186,231 shares of the company’s stock after acquiring an additional 11,840 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 15.9% of BSW Wealth Partners’ portfolio, making the stock its biggest position. BSW Wealth Partners’ holdings in iShares Core S&P 500 ETF were worth $115,631,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds have also modified their holdings of the company. Flaharty Asset Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 1st quarter worth $28,000. Lord & Richards Wealth Management LLC bought a new position in iShares Core S&P 500 ETF in the 1st quarter worth approximately $31,000. Cheviot Value Management LLC bought a new position in shares of iShares Core S&P 500 ETF during the first quarter worth $52,000. Inlight Wealth Management LLC bought a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $60,000. Finally, Missouri Trust & Investment Co raised its stake in iShares Core S&P 500 ETF by 33.0% during the second quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock valued at $83,000 after purchasing an additional 33 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

iShares Core S&P 500 ETF stock opened at $672.42 on Friday. The company’s 50-day moving average price is $651.25 and its 200-day moving average price is $606.77. The company has a market cap of $704.39 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $675.93.

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.