Tred Avon Family Wealth LLC Buys Shares of 16,368 iShares Core S&P 500 ETF $IVV

Tred Avon Family Wealth LLC bought a new position in iShares Core S&P 500 ETF (NYSEARCA:IVVFree 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

(Free Report)

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

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:IVVFree Report).

Institutional Ownership by Quarter for iShares Core S&P 500 ETF (NYSEARCA:IVV)

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.