iShares Core S&P 500 ETF $IVV Stock Holdings Increased by Concorde Asset Management LLC

Concorde Asset Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.5% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 20,678 shares of the company’s stock after buying an additional 695 shares during the period. iShares Core S&P 500 ETF comprises 5.7% of Concorde Asset Management LLC’s portfolio, making the stock its largest holding. Concorde Asset Management LLC’s holdings in iShares Core S&P 500 ETF were worth $14,163,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also recently added to or reduced their stakes in IVV. Decker Retirement Planning Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $29,000. GS Investments Inc. boosted its holdings in iShares Core S&P 500 ETF by 83.3% during the fourth quarter. GS Investments Inc. now owns 44 shares of the company’s stock worth $30,000 after buying an additional 20 shares in the last quarter. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $38,000. Imprint Wealth LLC purchased a new stake in iShares Core S&P 500 ETF during the third quarter worth about $39,000. Finally, Dorato Capital Management purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth about $55,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Trading Up 0.6%

Shares of IVV opened at $745.14 on Friday. iShares Core S&P 500 ETF has a 12-month low of $594.71 and a 12-month high of $764.00. The stock has a market cap of $822.82 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $725.41 and a two-hundred day moving average of $698.23.

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.