Tred Avon Family Wealth LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) in the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 16,368 shares of the company’s stock, valued at approximately $10,955,000. iShares Core S&P 500 ETF accounts for 3.8% of Tred Avon Family Wealth LLC’s holdings, making the stock its 3rd biggest holding.
Several other institutional investors have also recently made changes to their positions in IVV. JPMorgan Chase & Co. lifted its stake in iShares Core S&P 500 ETF by 18.3% in the second quarter. JPMorgan Chase & Co. now owns 28,271,587 shares of the company’s stock worth $17,553,830,000 after acquiring an additional 4,378,977 shares during the period. Nisa Investment Advisors LLC raised its holdings in shares of iShares Core S&P 500 ETF by 56.2% in the 3rd quarter. Nisa Investment Advisors LLC now owns 11,955,236 shares of the company’s stock valued at $8,001,639,000 after purchasing an additional 4,301,015 shares in the last quarter. Laurel Wealth Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF by 63,164.8% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 2,748,222 shares of the company’s stock worth $1,706,371,000 after purchasing an additional 2,743,878 shares during the period. Soundwatch Capital LLC lifted its position in shares of iShares Core S&P 500 ETF by 474.9% in the 2nd quarter. Soundwatch Capital LLC now owns 1,507,952 shares of the company’s stock worth $936,287,000 after purchasing an additional 1,245,649 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares Core S&P 500 ETF by 3.8% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 32,488,472 shares of the company’s stock valued at $20,172,093,000 after purchasing an additional 1,190,963 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.
iShares Core S&P 500 ETF Stock Down 0.1%
Shares of IVV stock opened at $694.66 on Monday. The firm has a market cap of $772.43 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 $699.17. The company’s 50 day moving average is $684.86 and its 200 day moving average is $664.82.
About iShares Core S&P 500 ETF
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.
Recommended Stories
- Five stocks we like better than iShares Core S&P 500 ETF
- Elon Taking SpaceX Public! $100 Pre-IPO Opportunity!
- How a Family Trust May Be Able To Help Preserve Your Wealth
- A U.S. “birthright” claim worth trillions – activated quietly
- “Fed Proof” Your Bank Account with THESE 4 Simple Steps
- Executive Order 14330: Trump’s Biggest Yet
Want to see what other hedge funds are holding IVV? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report).
Receive News & Ratings for iShares Core S&P 500 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares Core S&P 500 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
