JNBA Financial Advisors trimmed its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 4.0% in the second quarter, HoldingsChannel.com reports. The firm owned 232,149 shares of the ETF’s stock after selling 9,635 shares during the period. iShares Core S&P 500 ETF comprises 8.8% of JNBA Financial Advisors’ investment portfolio, making the stock its 2nd largest holding. JNBA Financial Advisors’ holdings in iShares Core S&P 500 ETF were worth $173,854,000 as of its most recent filing with the Securities and Exchange Commission.
Several other hedge funds and other institutional investors have also recently bought and sold shares of the company. Atria Investments Inc grew its holdings 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 worth $172,181,000 after purchasing an additional 30,777 shares during the last quarter. M&T Bank Corp lifted its holdings 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 valued at $896,587,000 after purchasing an additional 10,723 shares during the last quarter. FDx Advisors Inc. lifted its holdings 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 valued at $9,587,000 after purchasing an additional 4,051 shares during the last quarter. Cornerstone Planning Group LLC boosted 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 valued at $11,730,000 after buying an additional 6,417 shares in the last quarter. Finally, Wealthquest Corp acquired a new position in iShares Core S&P 500 ETF in the fourth quarter valued at about $2,058,000. 70.12% of the stock is owned by institutional investors.
iShares Core S&P 500 ETF Stock Performance
Shares of iShares Core S&P 500 ETF stock opened at $773.00 on Monday. The stock has a market capitalization of $897.88 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09. The firm’s 50-day moving average price is $757.34 and its two-hundred day moving average price is $724.38.
iShares Core S&P 500 ETF Company 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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