JMG Financial Group Ltd. Grows Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

JMG Financial Group Ltd. grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.7% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 42,146 shares of the company’s stock after purchasing an additional 273 shares during the quarter. iShares Core S&P 500 ETF makes up about 0.8% of JMG Financial Group Ltd.’s portfolio, making the stock its 19th biggest holding. JMG Financial Group Ltd.’s holdings in iShares Core S&P 500 ETF were worth $20,130,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in IVV. Arvest Investments Inc. purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter worth about $21,775,000. Stewardship Advisors LLC boosted its position in iShares Core S&P 500 ETF by 33.2% during the fourth quarter. Stewardship Advisors LLC now owns 84,068 shares of the company’s stock worth $40,154,000 after purchasing an additional 20,951 shares in the last quarter. Colonial River Wealth Management LLC acquired a new stake in iShares Core S&P 500 ETF in the fourth quarter valued at approximately $2,596,000. Kathleen S. Wright Associates Inc. increased its position in shares of iShares Core S&P 500 ETF by 4.6% in the fourth quarter. Kathleen S. Wright Associates Inc. now owns 4,714 shares of the company’s stock valued at $2,251,000 after buying an additional 207 shares in the last quarter. Finally, Csenge Advisory Group raised its stake in shares of iShares Core S&P 500 ETF by 7.3% during the 3rd quarter. Csenge Advisory Group now owns 48,155 shares of the company’s stock worth $20,679,000 after buying an additional 3,256 shares during the period.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock traded up $5.93 during trading on Tuesday, reaching $508.05. The company had a trading volume of 4,221,425 shares, compared to its average volume of 5,913,192. The firm has a market capitalization of $435.20 billion, a PE ratio of 25.43 and a beta of 0.99. The firm’s 50-day simple moving average is $513.72 and its 200 day simple moving average is $480.45. iShares Core S&P 500 ETF has a 1-year low of $405.54 and a 1-year high of $527.16.

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.