Chesley Taft & Associates LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 9.9% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 33,396 shares of the ETF’s stock after acquiring an additional 3,009 shares during the period. iShares Core S&P 500 ETF comprises 1.0% of Chesley Taft & Associates LLC’s investment portfolio, making the stock its 25th biggest holding. Chesley Taft & Associates LLC’s holdings in iShares Core S&P 500 ETF were worth $25,010,000 at the end of the most recent reporting period.
Other large investors also recently modified their holdings of the company. Belpointe Asset Management LLC boosted its stake in iShares Core S&P 500 ETF by 4.5% in the fourth quarter. Belpointe Asset Management LLC now owns 39,767 shares of the ETF’s stock valued at $27,239,000 after acquiring an additional 1,700 shares in the last quarter. Atria Investments Inc boosted its position in shares of iShares Core S&P 500 ETF by 14.0% in the 4th quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares during the period. M&T Bank Corp grew its stake in iShares Core S&P 500 ETF by 0.8% during the 4th quarter. M&T Bank Corp now owns 1,309,001 shares of the ETF’s stock worth $896,587,000 after buying an additional 10,723 shares during the last quarter. FDx Advisors Inc. grew its stake in iShares Core S&P 500 ETF by 40.7% during the 4th quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock worth $9,587,000 after buying an additional 4,051 shares during the last quarter. Finally, Cornerstone Planning Group LLC increased its position in iShares Core S&P 500 ETF by 55.6% during the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock worth $11,730,000 after buying an additional 6,417 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Trading Up 0.6%
IVV stock opened at $776.73 on Friday. The company has a market capitalization of $902.21 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $632.14 and a twelve month high of $780.64. The business has a 50 day simple moving average of $750.05 and a 200-day simple moving average of $715.73.
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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