Forthright Family Wealth Advisory LLC Has $3.27 Million Holdings in iShares Core S&P 500 ETF $IVV

Forthright Family Wealth Advisory LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 740.2% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 4,890 shares of the company’s stock after purchasing an additional 4,308 shares during the quarter. iShares Core S&P 500 ETF accounts for about 2.0% of Forthright Family Wealth Advisory LLC’s holdings, making the stock its 16th biggest position. Forthright Family Wealth Advisory LLC’s holdings in iShares Core S&P 500 ETF were worth $3,273,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently made changes to their positions in the business. Heck Capital Advisors LLC acquired a new position in shares of iShares Core S&P 500 ETF in the fourth quarter valued at $331,591,000. Bison Wealth LLC lifted its stake in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after buying an additional 1,511 shares during the last quarter. SMI Advisory Services LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 11.0% during the 2nd quarter. SMI Advisory Services LLC now owns 34,638 shares of the company’s stock worth $21,727,000 after buying an additional 3,437 shares during the period. First Pacific Financial grew its stake in iShares Core S&P 500 ETF by 23.5% in the 2nd quarter. First Pacific Financial now owns 773 shares of the company’s stock valued at $480,000 after buying an additional 147 shares during the last quarter. Finally, Centricity Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 2.0% in the 2nd quarter. Centricity Wealth Management LLC now owns 7,651 shares of the company’s stock valued at $4,751,000 after buying an additional 153 shares during the last quarter. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Stock Down 0.3%

Shares of IVV stock opened at $695.03 on Friday. The company has a market capitalization of $761.58 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $484.00 and a 12-month high of $700.97. The firm has a 50 day moving average price of $689.02 and a two-hundred day moving average price of $669.23.

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.