Patriot Financial Group Insurance Agency LLC Grows Stake in iShares Core S&P 500 ETF $IVV

Patriot Financial Group Insurance Agency LLC grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.2% during the second quarter, according to the company in its most recent disclosure with the SEC. The fund owned 73,358 shares of the company’s stock after buying an additional 166 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.2% of Patriot Financial Group Insurance Agency LLC’s investment portfolio, making the stock its biggest position. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Core S&P 500 ETF were worth $45,548,000 at the end of the most recent quarter.

A number of other large investors have also recently modified their holdings of the company. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $28,000. Lord & Richards Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $31,000. Cheviot Value Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $52,000. Inlight Wealth Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter valued at $60,000. Finally, Wealth Preservation Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st 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 Trading Down 0.0%

Shares of IVV opened at $672.42 on Friday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $675.93. The stock has a fifty day moving average price of $651.25 and a 200-day moving average price of $607.04. The firm has a market cap of $704.39 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.