iShares Core S&P 500 ETF $IVV is BSW Wealth Partners’ Largest Position

BSW Wealth Partners increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.8% during the second quarter, according to its most recent filing with the SEC. The institutional investor owned 186,231 shares of the company’s stock after purchasing an additional 11,840 shares during the period. iShares Core S&P 500 ETF accounts for 15.9% of BSW Wealth Partners’ investment portfolio, making the stock its largest position. BSW Wealth Partners’ holdings in iShares Core S&P 500 ETF were worth $115,631,000 as of its most recent filing with the SEC.

Other hedge funds have also added to or reduced their stakes in the company. Flaharty Asset Management LLC bought a new stake in iShares Core S&P 500 ETF during the 1st quarter worth approximately $28,000. Lord & Richards Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $31,000. Cheviot Value Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter worth $52,000. Inlight Wealth Management LLC bought a new position in shares of iShares Core S&P 500 ETF in the first quarter worth $60,000. Finally, Wealth Preservation Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the first quarter valued at $76,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

Shares of iShares Core S&P 500 ETF stock opened at $672.42 on Friday. The company has a 50 day simple moving average of $651.25 and a two-hundred day simple moving average of $606.77. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $675.93. The firm has a market cap of $704.39 billion, a PE ratio of 25.10 and a beta of 1.00.

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.