Marathon Wealth Advisors LLC boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 12.6% during the 2nd quarter, Holdings Channel reports. The institutional investor owned 8,418 shares of the ETF’s stock after acquiring an additional 942 shares during the period. iShares Core S&P 500 ETF comprises approximately 2.1% of Marathon Wealth Advisors LLC’s investment portfolio, making the stock its 18th largest position. Marathon Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $6,304,000 as of its most recent filing with the Securities and Exchange Commission.
Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth $331,591,000. Bison Wealth LLC raised its holdings in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after purchasing an additional 1,511 shares in the last quarter. Schnieders Capital Management LLC. lifted its position in iShares Core S&P 500 ETF by 0.8% in the second quarter. Schnieders Capital Management LLC. now owns 5,656 shares of the ETF’s stock valued at $3,512,000 after acquiring an additional 45 shares during the last quarter. First Trust Advisors LP lifted its holdings in shares of iShares Core S&P 500 ETF by 43.1% in the 2nd quarter. First Trust Advisors LP now owns 6,989 shares of the ETF’s stock valued at $4,340,000 after purchasing an additional 2,105 shares during the last quarter. Finally, Sei Investments Co. lifted its stake in iShares Core S&P 500 ETF by 1.2% in the second quarter. Sei Investments Co. now owns 8,455 shares of the ETF’s stock valued at $5,250,000 after buying an additional 97 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Up 1.0%
NYSEARCA:IVV traded up $7.83 during trading hours on Friday, reaching $769.36. 1,173,223 shares of the company’s stock were exchanged, compared to its average volume of 7,851,301. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $783.09. The firm has a market capitalization of $893.65 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $762.30 and a 200 day moving average of $729.51.
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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