iShares Core S&P 500 ETF $IVV is Williams Financial LLC’s 2nd Largest Position

Williams Financial LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.7% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,425 shares of the ETF’s stock after acquiring an additional 1,560 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 13.3% of Williams Financial LLC’s portfolio, making the stock its 2nd biggest position. Williams Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $25,781,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently bought and sold shares of IVV. Atria Investments Inc lifted its position in shares of iShares Core S&P 500 ETF by 14.0% during the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock worth $172,181,000 after buying an additional 30,777 shares during the last quarter. FDx Advisors Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 40.7% in the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after buying an additional 4,051 shares in the last quarter. Cornerstone Planning Group LLC grew its position in shares of iShares Core S&P 500 ETF by 55.6% in the 1st quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after buying an additional 6,417 shares during the last quarter. Wealthquest Corp purchased a new position in shares of iShares Core S&P 500 ETF in the 4th quarter valued at $2,058,000. Finally, Bison Wealth LLC raised its stake in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after acquiring an additional 1,511 shares in the last quarter. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $768.81 on Thursday. iShares Core S&P 500 ETF has a 12 month low of $632.14 and a 12 month high of $783.09. The firm has a market capitalization of $893.01 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s fifty day moving average price is $759.01 and its 200 day moving average price is $726.01.

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.