My Personal CFO LLC Raises Stake in iShares Core S&P 500 ETF $IVV

My Personal CFO LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 521.7% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 20,361 shares of the company’s stock after buying an additional 17,086 shares during the quarter. iShares Core S&P 500 ETF accounts for about 5.3% of My Personal CFO LLC’s investment portfolio, making the stock its 3rd largest position. My Personal CFO LLC’s holdings in iShares Core S&P 500 ETF were worth $13,628,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IVV. Flaharty Asset Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the first quarter valued at about $28,000. Nvwm LLC grew its position in iShares Core S&P 500 ETF by 210.5% in the second quarter. Nvwm LLC now owns 59 shares of the company’s stock worth $37,000 after acquiring an additional 40 shares in the last quarter. Hager Investment Management Services LLC bought a new stake in iShares Core S&P 500 ETF during the second quarter worth approximately $61,000. Rice Partnership LLC boosted its stake in shares of iShares Core S&P 500 ETF by 460.0% during the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after purchasing an additional 92 shares during the period. Finally, Creative Capital Management Investments LLC bought a new position in iShares Core S&P 500 ETF in the 2nd quarter worth about $80,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $686.19 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $694.70. The company has a 50 day moving average price of $682.57 and a 200-day moving average price of $658.13. The company has a market capitalization of $720.16 billion, a PE ratio of 25.10 and a beta of 1.00.

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.