iShares Core S&P 500 ETF $IVV is Strategic Wealth Advisors LLC’s 2nd Largest Position

Strategic Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 6.6% in the first quarter, according to the company in its most recent filing with the SEC. The firm owned 13,945 shares of the company’s stock after acquiring an additional 869 shares during the quarter. iShares Core S&P 500 ETF comprises about 7.3% of Strategic Wealth Advisors LLC’s portfolio, making the stock its 2nd largest position. Strategic Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $9,109,000 at the end of the most recent reporting period.

Several other large investors have also added to or reduced their stakes in IVV. Diversify Wealth Management LLC increased its holdings in shares of iShares Core S&P 500 ETF by 127.4% in the first quarter. Diversify Wealth Management LLC now owns 101,415 shares of the company’s stock valued at $72,500,000 after purchasing an additional 56,816 shares during the period. Towercrest Capital Management raised its stake in shares of iShares Core S&P 500 ETF by 4.9% in the first quarter. Towercrest Capital Management now owns 104,188 shares of the company’s stock worth $68,277,000 after purchasing an additional 4,849 shares during the last quarter. Valmark Advisers Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% during the first quarter. Valmark Advisers Inc. now owns 64,741 shares of the company’s stock worth $42,290,000 after purchasing an additional 220 shares during the period. SFE Investment Counsel lifted its holdings in shares of iShares Core S&P 500 ETF by 38.5% during the first quarter. SFE Investment Counsel now owns 11,114 shares of the company’s stock worth $7,260,000 after purchasing an additional 3,090 shares during the period. Finally, 180 Wealth Advisors LLC boosted its position in iShares Core S&P 500 ETF by 17.8% in the first quarter. 180 Wealth Advisors LLC now owns 1,529 shares of the company’s stock valued at $999,000 after buying an additional 231 shares during the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

NYSEARCA:IVV traded up $3.06 during midday trading on Friday, hitting $758.11. The company’s stock had a trading volume of 4,650,916 shares, compared to its average volume of 8,617,790. iShares Core S&P 500 ETF has a fifty-two week low of $621.05 and a fifty-two week high of $764.00. The firm has a market cap of $895.93 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm’s 50 day moving average is $746.21 and its 200-day moving average is $707.12.

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. 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.