Krilogy Financial LLC lifted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 14.0% in the 1st quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 14,152 shares of the company’s stock after buying an additional 1,736 shares during the period. Krilogy Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $9,973,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also modified their holdings of IVV. Sara Bay Financial lifted its stake in iShares Core S&P 500 ETF by 2.1% in the 1st quarter. Sara Bay Financial now owns 1,890 shares of the company’s stock worth $1,234,000 after acquiring an additional 39 shares in the last quarter. Capital Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 11.4% during the 1st quarter. Capital Wealth Management LLC now owns 370 shares of the company’s stock valued at $242,000 after acquiring an additional 38 shares in the last quarter. First City Capital Management Inc. increased its holdings in shares of iShares Core S&P 500 ETF by 2.4% in the 1st quarter. First City Capital Management Inc. now owns 855 shares of the company’s stock valued at $559,000 after purchasing an additional 20 shares during the period. Wealth Management Partners LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.5% in the 1st quarter. Wealth Management Partners LLC now owns 19,733 shares of the company’s stock valued at $12,890,000 after purchasing an additional 285 shares during the period. Finally, Total Clarity Wealth Management Inc. lifted its position in shares of iShares Core S&P 500 ETF by 0.4% in the first quarter. Total Clarity Wealth Management Inc. now owns 4,843 shares of the company’s stock worth $3,163,000 after purchasing an additional 17 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
IVV stock opened at $736.66 on Thursday. The stock has a market cap of $813.46 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50 day simple moving average of $737.34 and a 200 day simple moving average of $701.92. iShares Core S&P 500 ETF has a 52 week low of $608.45 and a 52 week high of $764.00.
About iShares Core S&P 500 ETF
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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