JGP Wealth Management LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 13.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 214,133 shares of the ETF’s stock after buying an additional 25,549 shares during the period. iShares Core S&P 500 ETF makes up about 14.4% of JGP Wealth Management LLC’s holdings, making the stock its biggest holding. JGP Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $160,362,000 at the end of the most recent quarter.
Other large investors also recently modified their holdings of the company. Belpointe Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 4.5% during the 4th quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after purchasing an additional 1,700 shares during the period. Atria Investments Inc boosted its stake in iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after buying an additional 30,777 shares in the last quarter. M&T Bank Corp grew its holdings in iShares Core S&P 500 ETF by 0.8% during the fourth quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after acquiring an additional 10,723 shares during the period. FDx Advisors Inc. grew its holdings in iShares Core S&P 500 ETF by 40.7% during the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after acquiring an additional 4,051 shares during the period. Finally, Cornerstone Planning Group LLC raised its position in iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after acquiring an additional 6,417 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.
iShares Core S&P 500 ETF Trading Down 0.2%
NYSEARCA:IVV opened at $773.36 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $631.19 and a twelve month high of $780.64. The company has a 50-day moving average of $749.43 and a 200-day moving average of $714.75. The firm has a market cap of $898.30 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.
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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