iShares Core S&P 500 ETF $IVV Holdings Lifted by Flagship Private Wealth LLC

Flagship Private Wealth LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 30.6% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 48,635 shares of the company’s stock after purchasing an additional 11,397 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 13.1% of Flagship Private Wealth LLC’s holdings, making the stock its biggest position. Flagship Private Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $32,551,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Americana Partners LLC raised its position in shares of iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock valued at $4,441,000 after buying an additional 1,187 shares in the last quarter. Forza Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 28.7% in the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock valued at $4,322,000 after acquiring an additional 1,438 shares during the last quarter. Fonville Wealth Management LLC grew its position in iShares Core S&P 500 ETF by 121.3% in the third quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after acquiring an additional 3,224 shares in the last quarter. Fortitude Family Office LLC increased its stake in iShares Core S&P 500 ETF by 13.4% during the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after acquiring an additional 5,800 shares during the last quarter. Finally, Community Trust & Investment Co. increased its stake in iShares Core S&P 500 ETF by 29.9% during the third quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock worth $2,887,000 after acquiring an additional 992 shares during the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV opened at $695.89 on Tuesday. The firm has a market capitalization of $765.27 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The business has a 50 day simple moving average of $686.18 and a 200-day simple moving average of $667.53. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $699.17.

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.