iShares Core S&P 500 ETF $IVV is CM Wealth Advisors LLC’s 7th Largest Position

CM Wealth Advisors LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 65.7% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 22,974 shares of the company’s stock after acquiring an additional 9,111 shares during the period. iShares Core S&P 500 ETF comprises about 4.2% of CM Wealth Advisors LLC’s holdings, making the stock its 7th biggest position. CM Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $14,265,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Flaharty Asset Management LLC purchased a new stake in iShares Core S&P 500 ETF during the first quarter worth $28,000. Lord & Richards Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at $31,000. Nvwm LLC raised its stake in shares of iShares Core S&P 500 ETF by 210.5% during the 2nd quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after buying an additional 40 shares during the last quarter. Cheviot Value Management LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 1st quarter worth $52,000. Finally, Hager Investment Management Services LLC purchased a new stake in shares of iShares Core S&P 500 ETF in the 2nd quarter worth about $61,000. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.1%

NYSEARCA:IVV opened at $674.34 on Friday. The company has a market capitalization of $707.72 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50-day moving average price of $668.29 and a two-hundred day moving average price of $630.11. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $693.07.

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.