Strategic Financial Concepts LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 244.4% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,610 shares of the company’s stock after purchasing an additional 6,820 shares during the period. iShares Core S&P 500 ETF comprises 6.0% of Strategic Financial Concepts LLC’s investment portfolio, making the stock its biggest position. Strategic Financial Concepts LLC’s holdings in iShares Core S&P 500 ETF were worth $6,582,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other institutional investors and hedge funds have also modified their holdings of IVV. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $331,591,000. Bison Wealth LLC increased its stake in shares of iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. increased its stake in shares of iShares Core S&P 500 ETF by 0.8% during the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock worth $3,512,000 after purchasing an additional 45 shares in the last quarter. First Trust Advisors LP increased its stake in shares of iShares Core S&P 500 ETF by 43.1% during the second quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock worth $4,340,000 after purchasing an additional 2,105 shares in the last quarter. Finally, Sei Investments Co. increased its stake in shares of iShares Core S&P 500 ETF by 1.2% during the second quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock worth $5,250,000 after purchasing an additional 97 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Up 0.4%
IVV stock opened at $749.14 on Friday. iShares Core S&P 500 ETF has a 52 week low of $578.31 and a 52 week high of $753.02. The stock has a market capitalization of $827.24 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a 50-day simple moving average of $697.42 and a 200-day simple moving average of $690.27.
iShares Core S&P 500 ETF 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. 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.
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