iShares Core S&P 500 ETF $IVV is Strategic Wealth Advisors LLC’s 2nd Largest Position

Strategic Wealth Advisors LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 13,945 shares of the company’s stock after purchasing an additional 869 shares during the period. iShares Core S&P 500 ETF accounts for approximately 7.3% of Strategic Wealth Advisors LLC’s investment portfolio, making the stock its 2nd largest holding. Strategic Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $9,109,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of IVV. Keenan LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at $26,000. Decker Retirement Planning Inc. purchased a new position in iShares Core S&P 500 ETF during the 4th quarter worth $29,000. GS Investments Inc. grew its stake in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after buying an additional 20 shares during the last quarter. Palouse Capital Management Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Finally, Imprint Wealth LLC acquired a new position in iShares Core S&P 500 ETF during the 3rd quarter valued at about $39,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

iShares Core S&P 500 ETF stock traded up $3.06 during midday trading on Friday, reaching $758.11. The company’s stock had a trading volume of 4,650,916 shares, compared to its average volume of 8,617,790. The stock has a market capitalization of $895.93 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock’s 50-day simple moving average is $746.21 and its 200-day simple moving average is $707.12. iShares Core S&P 500 ETF has a 52-week low of $621.05 and a 52-week high of $764.00.

iShares Core S&P 500 ETF Company 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. 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.