Turtle Creek Wealth Advisors LLC Has $4 Million Holdings in iShares Core S&P 500 ETF $IVV

Turtle Creek Wealth Advisors LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 47.3% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 6,445 shares of the company’s stock after buying an additional 2,069 shares during the quarter. Turtle Creek Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $4,002,000 as of its most recent SEC filing.

Other hedge funds have also added to or reduced their stakes in the company. Bank of Finland increased its position in iShares Core S&P 500 ETF by 0.3% during the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock worth $290,567,000 after buying an additional 1,592 shares during the period. Dynasty Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock worth $466,533,000 after buying an additional 4,478 shares in the last quarter. STAR Financial Bank lifted its holdings in shares of iShares Core S&P 500 ETF by 98.8% during the first quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock worth $1,641,000 after buying an additional 1,452 shares in the last quarter. KFA Private Wealth Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 26.2% during the first quarter. KFA Private Wealth Group LLC now owns 97,677 shares of the company’s stock worth $54,885,000 after buying an additional 20,289 shares in the last quarter. Finally, Cascade Financial Partners LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 1.0% during the first quarter. Cascade Financial Partners LLC now owns 50,405 shares of the company’s stock worth $28,323,000 after buying an additional 502 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $667.69 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $677.20. The company has a market capitalization of $697.70 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a fifty day moving average of $657.92 and a 200-day moving average of $614.02.

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.