PCG Wealth Advisors LLC Has $4.10 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

PCG Wealth Advisors LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 22.8% during the second quarter, HoldingsChannel.com reports. The institutional investor owned 5,477 shares of the ETF’s stock after acquiring an additional 1,017 shares during the period. PCG Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,102,000 as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently added to or reduced their stakes in IVV. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 35,018,846 shares of the ETF’s stock valued at $26,225,264,000 after purchasing an additional 421,146 shares during the period. Marshall Wace LLP increased its holdings in shares of iShares Core S&P 500 ETF by 17.9% during the 4th quarter. Marshall Wace LLP now owns 32,452,900 shares of the ETF’s stock worth $22,228,289,000 after purchasing an additional 4,928,585 shares during the period. Creative Planning raised its position in shares of iShares Core S&P 500 ETF by 2.3% during the third quarter. Creative Planning now owns 22,735,267 shares of the ETF’s stock valued at $15,216,714,000 after buying an additional 505,293 shares during the last quarter. Bank of America Corp DE raised its position in shares of iShares Core S&P 500 ETF by 27.7% during the fourth quarter. Bank of America Corp DE now owns 21,696,475 shares of the ETF’s stock valued at $14,860,784,000 after buying an additional 4,709,612 shares during the last quarter. Finally, Corient Private Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 400.8% in the fourth quarter. Corient Private Wealth LLC now owns 17,425,305 shares of the ETF’s stock valued at $11,935,288,000 after buying an additional 13,946,081 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.4%

IVV stock opened at $773.92 on Friday. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $783.09. The company has a market cap of $898.95 billion, a PE ratio of 25.10 and a beta of 1.00. The business’s 50-day simple moving average is $760.69 and its 200 day simple moving average is $726.99.

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.