Legacy Wealth Managment LLC ID grew its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 53.4% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 3,495 shares of the ETF’s stock after buying an additional 1,217 shares during the period. iShares Core S&P 500 ETF comprises 1.2% of Legacy Wealth Managment LLC ID’s portfolio, making the stock its 23rd largest position. Legacy Wealth Managment LLC ID’s holdings in iShares Core S&P 500 ETF were worth $2,618,000 at the end of the most recent quarter.
Other hedge funds also recently made changes to their positions in the company. Atria Investments Inc boosted 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 valued at $172,181,000 after buying an additional 30,777 shares during the period. FDx Advisors Inc. grew its position in shares of 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 buying an additional 4,051 shares during the last quarter. Cornerstone Planning Group LLC raised its stake 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 acquiring an additional 6,417 shares during the period. Wealthquest Corp acquired a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $2,058,000. Finally, Bison Wealth LLC lifted its holdings in iShares Core S&P 500 ETF by 24.0% in the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Up 1.1%
Shares of IVV stock opened at $777.13 on Friday. The business has a 50 day moving average of $759.82 and a two-hundred day moving average of $726.66. iShares Core S&P 500 ETF has a 52 week low of $632.14 and a 52 week high of $783.09. The company has a market cap of $902.68 billion, a P/E ratio of 25.10 and a beta of 1.00.
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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