Holistic Financial Partners Buys New Stake in iShares Core S&P 500 ETF $IVV

Holistic Financial Partners bought a new stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) in the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm bought 691 shares of the company’s stock, valued at approximately $429,000.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Optivise Advisory Services LLC grew its holdings in shares of iShares Core S&P 500 ETF by 4.6% in the second quarter. Optivise Advisory Services LLC now owns 10,158 shares of the company’s stock valued at $6,307,000 after purchasing an additional 445 shares in the last quarter. Next Capital Management LLC grew its holdings in shares of iShares Core S&P 500 ETF by 9.5% in the second quarter. Next Capital Management LLC now owns 64,149 shares of the company’s stock valued at $39,830,000 after purchasing an additional 5,564 shares in the last quarter. Marion Wealth Management grew its holdings in shares of iShares Core S&P 500 ETF by 92.3% in the second quarter. Marion Wealth Management now owns 2,148 shares of the company’s stock valued at $1,334,000 after purchasing an additional 1,031 shares in the last quarter. Connable Office Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 29.2% in the second quarter. Connable Office Inc. now owns 1,546 shares of the company’s stock valued at $960,000 after purchasing an additional 349 shares in the last quarter. Finally, Obermeyer Wealth Partners boosted its stake in iShares Core S&P 500 ETF by 11.8% during the second quarter. Obermeyer Wealth Partners now owns 4,346 shares of the company’s stock worth $2,699,000 after buying an additional 459 shares during the period. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Up 0.2%

NYSEARCA IVV opened at $686.69 on Tuesday. The company has a fifty day moving average of $666.11 and a two-hundred day moving average of $627.28. The firm has a market capitalization of $720.37 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07.

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.