iShares Core S&P 500 ETF $IVV Holdings Boosted by Sequoia Financial Advisors LLC

Sequoia Financial Advisors LLC raised its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% in the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 96,226 shares of the company’s stock after acquiring an additional 3,252 shares during the period. Sequoia Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $62,856,000 as of its most recent SEC filing.

Several other institutional investors also recently made changes to their positions in IVV. Independence Bank of Kentucky lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% in the 1st quarter. Independence Bank of Kentucky now owns 7,269 shares of the company’s stock worth $4,748,000 after purchasing an additional 21 shares during the last quarter. Mascoma Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 1.6% during the 1st quarter. Mascoma Wealth Management LLC now owns 118,495 shares of the company’s stock worth $77,402,000 after buying an additional 1,871 shares during the last quarter. Summa Corp. acquired a new stake in iShares Core S&P 500 ETF in the first quarter worth $216,000. Warm Springs Advisors Inc. increased its position in iShares Core S&P 500 ETF by 1.9% in the first quarter. Warm Springs Advisors Inc. now owns 4,809 shares of the company’s stock worth $3,141,000 after buying an additional 88 shares during the period. Finally, KLCM Advisors Inc. lifted its stake in iShares Core S&P 500 ETF by 15.9% in the first quarter. KLCM Advisors Inc. now owns 2,294 shares of the company’s stock valued at $1,498,000 after buying an additional 314 shares during the last quarter. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock traded up $3.06 during trading on Friday, hitting $758.11. 4,650,916 shares of the stock were exchanged, compared to its average volume of 8,617,790. iShares Core S&P 500 ETF has a 12 month low of $621.05 and a 12 month high of $764.00. The stock’s fifty day moving average is $746.21 and its 200 day moving average is $707.12. The stock has a market cap of $896.16 billion, a PE ratio of 25.10 and a beta of 1.00.

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.