Simplicity Wealth LLC grew its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 59.2% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 116,689 shares of the ETF’s stock after buying an additional 43,372 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.5% of Simplicity Wealth LLC’s investment portfolio, making the stock its 3rd biggest holding. Simplicity Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $89,366,000 as of its most recent filing with the Securities & Exchange Commission.
Several other institutional investors and hedge funds also recently made changes to their positions in IVV. Olistico Wealth LLC bought a new position in iShares Core S&P 500 ETF during the 3rd quarter worth about $25,000. Punch & Associates Investment Management Inc. raised its stake in shares of iShares Core S&P 500 ETF by 50.0% in the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after purchasing an additional 14 shares during the period. Sawyer & Company Inc acquired a new stake in shares of iShares Core S&P 500 ETF in the 3rd quarter valued at about $28,000. Montgomery Financial Services LLC bought a new stake in shares of iShares Core S&P 500 ETF in the second quarter valued at about $32,000. Finally, Virginia Estate & Retirement Planning Advisors Inc. bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $32,000. Institutional investors and hedge funds own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Price Performance
IVV stock opened at $768.69 on Tuesday. The stock has a market capitalization of $881.38 billion, a P/E ratio of 25.10 and a beta of 1.00. The business has a 50-day moving average of $771.20 and a 200-day moving average of $729.94. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $785.03.
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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