Pathfinder Wealth Consulting Inc. Takes Position in iShares Core S&P 500 ETF $IVV

Pathfinder Wealth Consulting Inc. purchased a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report) during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 5,184 shares of the company’s stock, valued at approximately $3,551,000. iShares Core S&P 500 ETF makes up approximately 2.2% of Pathfinder Wealth Consulting Inc.’s portfolio, making the stock its 9th largest position.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Schwarz Dygos Wheeler Investment Advisors LLC grew its position in iShares Core S&P 500 ETF by 2.4% in the fourth quarter. Schwarz Dygos Wheeler Investment Advisors LLC now owns 1,640 shares of the company’s stock valued at $1,124,000 after acquiring an additional 38 shares in the last quarter. Associated Banc Corp lifted its position in shares of iShares Core S&P 500 ETF by 8.2% during the fourth quarter. Associated Banc Corp now owns 27,182 shares of the company’s stock worth $18,618,000 after purchasing an additional 2,049 shares in the last quarter. Delta Financial Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 36.0% during the fourth quarter. Delta Financial Advisors LLC now owns 944 shares of the company’s stock worth $646,000 after purchasing an additional 250 shares in the last quarter. Teramo Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 39.9% in the fourth quarter. Teramo Advisors LLC now owns 210,500 shares of the company’s stock valued at $144,180,000 after purchasing an additional 60,000 shares during the period. Finally, Americana Partners LLC boosted its stake in shares of iShares Core S&P 500 ETF by 18.1% in the fourth quarter. Americana Partners LLC now owns 7,836 shares of the company’s stock valued at $5,367,000 after purchasing an additional 1,201 shares during the period. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.4%

IVV opened at $749.14 on Friday. iShares Core S&P 500 ETF has a twelve month low of $578.31 and a twelve month high of $753.02. The firm has a market cap of $827.24 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a fifty day simple moving average of $697.42 and a 200 day simple moving average of $690.27.

iShares Core S&P 500 ETF Profile

(Free Report)

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.

Read More

Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.