iShares Core S&P 500 ETF (NYSEARCA:IVV) Stake Increased by Heritage Financial Services LLC

Heritage Financial Services LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 15.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,594 shares of the company’s stock after purchasing an additional 353 shares during the period. iShares Core S&P 500 ETF makes up 0.2% of Heritage Financial Services LLC’s portfolio, making the stock its 28th biggest position. Heritage Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $1,239,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of IVV. Hartford Investment Management Co. acquired a new position in shares of iShares Core S&P 500 ETF in the third quarter worth $380,000. Hanlon Investment Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 13.5% in the third quarter. Hanlon Investment Management Inc. now owns 13,136 shares of the company’s stock valued at $5,641,000 after purchasing an additional 1,559 shares during the last quarter. Marion Wealth Management grew its position in shares of iShares Core S&P 500 ETF by 43.2% in the third quarter. Marion Wealth Management now owns 1,970 shares of the company’s stock valued at $846,000 after purchasing an additional 594 shares during the last quarter. Epiq Partners LLC grew its position in shares of iShares Core S&P 500 ETF by 9.1% in the third quarter. Epiq Partners LLC now owns 816 shares of the company’s stock valued at $350,000 after purchasing an additional 68 shares during the last quarter. Finally, Liberty Capital Management Inc. grew its position in shares of iShares Core S&P 500 ETF by 8.9% in the third quarter. Liberty Capital Management Inc. now owns 6,589 shares of the company’s stock valued at $2,830,000 after purchasing an additional 539 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $510.77 on Friday. The company has a market cap of $437.53 billion, a P/E ratio of 25.43 and a beta of 0.99. The stock’s 50-day moving average is $514.07 and its 200-day moving average is $481.66. iShares Core S&P 500 ETF has a 52-week low of $405.54 and a 52-week high of $527.16.

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.