iShares Core S&P 500 ETF $IVV Stock Holdings Boosted by Kelleher Financial Advisors

Kelleher Financial Advisors grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 2.7% in the 2nd quarter, Holdings Channel reports. The institutional investor owned 75,274 shares of the company’s stock after buying an additional 1,977 shares during the quarter. iShares Core S&P 500 ETF makes up 16.2% of Kelleher Financial Advisors’ holdings, making the stock its 2nd biggest holding. Kelleher Financial Advisors’ holdings in iShares Core S&P 500 ETF were worth $46,738,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Flaharty Asset Management LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 1st quarter worth about $28,000. Lord & Richards Wealth Management LLC purchased a new position in iShares Core S&P 500 ETF in the first quarter valued at approximately $31,000. Nvwm LLC increased its position in shares of 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. Cheviot Value Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at $52,000. Finally, Hager Investment Management Services LLC acquired a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at $61,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of IVV opened at $686.16 on Wednesday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $693.07. The stock’s 50-day moving average is $669.88 and its two-hundred day moving average is $633.36. The stock has a market cap of $720.12 billion, a PE ratio of 25.10 and a beta of 1.00.

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.