Broadview Financial Management LLC Has $13.64 Million Holdings in iShares Core S&P 500 ETF $IVV

Broadview Financial Management LLC reduced its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 24,266 shares of the company’s stock after selling 434 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 10.2% of Broadview Financial Management LLC’s investment portfolio, making the stock its 2nd largest holding. Broadview Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $13,635,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently made changes to their positions in the company. Family Management Corp grew its stake in iShares Core S&P 500 ETF by 6.4% in the fourth quarter. Family Management Corp now owns 4,444 shares of the company’s stock valued at $2,616,000 after purchasing an additional 266 shares during the last quarter. Bank of Finland grew its stake in shares of iShares Core S&P 500 ETF by 0.3% during the first quarter. Bank of Finland now owns 517,115 shares of the company’s stock worth $290,567,000 after acquiring an additional 1,592 shares during the last quarter. Dynasty Wealth Management LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.5% during the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock worth $466,533,000 after purchasing an additional 4,478 shares during the period. Mayfair Advisory Group LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.6% during the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock worth $2,243,000 after purchasing an additional 25 shares during the period. Finally, Michels Family Financial LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter worth about $3,885,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.4%

iShares Core S&P 500 ETF stock opened at $638.70 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $649.31. The company has a market capitalization of $643.36 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average price of $627.41 and a 200 day moving average price of $592.56.

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.