iShares Core S&P 500 ETF $IVV is Concurrent Investment Advisors LLC’s 9th Largest Position

Concurrent Investment Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.8% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 88,909 shares of the company’s stock after buying an additional 4,085 shares during the period. iShares Core S&P 500 ETF makes up 1.1% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 9th biggest holding. Concurrent Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $55,203,000 as of its most recent SEC filing.

A number of other hedge funds have also bought and sold shares of the business. Johnson Bixby & Associates LLC grew its stake in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after buying an additional 16 shares in the last quarter. Activest Wealth Management boosted its holdings in iShares Core S&P 500 ETF by 1.5% in the 1st quarter. Activest Wealth Management now owns 1,144 shares of the company’s stock valued at $643,000 after purchasing an additional 17 shares during the period. Greenfield Savings Bank boosted its holdings in iShares Core S&P 500 ETF by 2.0% in the 2nd quarter. Greenfield Savings Bank now owns 869 shares of the company’s stock valued at $540,000 after purchasing an additional 17 shares during the period. Next Level Private LLC boosted its holdings in iShares Core S&P 500 ETF by 1.6% in the 2nd quarter. Next Level Private LLC now owns 1,089 shares of the company’s stock valued at $676,000 after purchasing an additional 17 shares during the period. Finally, Defined Financial Planning LLC boosted its holdings in iShares Core S&P 500 ETF by 3.7% in the 2nd quarter. Defined Financial Planning LLC now owns 480 shares of the company’s stock valued at $300,000 after purchasing an additional 17 shares during the period. 70.12% of the stock is currently owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $665.48 on Wednesday. The firm has a fifty day moving average price of $656.16 and a two-hundred day moving average price of $611.89. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $677.20. The company has a market cap of $694.79 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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.