Patriot Financial Group Insurance Agency LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 100.6% during the first quarter, according to the company in its most recent disclosure with the SEC. The firm owned 61,386 shares of the company’s stock after purchasing an additional 30,780 shares during the quarter. iShares Core S&P 500 ETF comprises 2.3% of Patriot Financial Group Insurance Agency LLC’s portfolio, making the stock its 2nd largest position. Patriot Financial Group Insurance Agency LLC’s holdings in iShares Core S&P 500 ETF were worth $40,098,000 as of its most recent SEC filing.
A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Heck Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $331,591,000. Bison Wealth LLC boosted its stake in iShares Core S&P 500 ETF by 24.0% in the 4th 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. grew its position in iShares Core S&P 500 ETF by 0.8% during the 2nd quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the company’s stock valued at $3,512,000 after purchasing an additional 45 shares during the last quarter. First Trust Advisors LP grew its position in iShares Core S&P 500 ETF by 43.1% during the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the company’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. increased its stake in iShares Core S&P 500 ETF by 1.2% during the 2nd quarter. Sei Investments Co. now owns 8,455 shares of the company’s stock valued at $5,250,000 after purchasing an additional 97 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Performance
Shares of iShares Core S&P 500 ETF stock opened at $744.19 on Tuesday. The stock has a market capitalization of $821.77 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52-week low of $617.99 and a 52-week high of $764.00. The company has a 50-day simple moving average of $739.44 and a two-hundred day simple moving average of $702.97.
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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