Edge Financial Advisors LLC Invests $5.14 Million in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Edge Financial Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 9,141 shares of the company’s stock, valued at approximately $5,136,000. iShares Core S&P 500 ETF makes up about 3.2% of Edge Financial Advisors LLC’s holdings, making the stock its 10th biggest holding.

Other large investors have also modified their holdings of the company. NBT Bank N A NY lifted its position in shares of iShares Core S&P 500 ETF by 0.8% during the first quarter. NBT Bank N A NY now owns 8,136 shares of the company’s stock worth $4,572,000 after purchasing an additional 64 shares in the last quarter. Kaydan Wealth Management Inc. increased its stake in shares of iShares Core S&P 500 ETF by 10.6% during the first quarter. Kaydan Wealth Management Inc. now owns 4,901 shares of the company’s stock worth $2,754,000 after buying an additional 470 shares during the period. Lynch & Associates IN increased its stake in shares of iShares Core S&P 500 ETF by 1.3% during the first quarter. Lynch & Associates IN now owns 33,913 shares of the company’s stock worth $19,055,000 after buying an additional 433 shares during the period. Chicago Capital LLC increased its stake in shares of iShares Core S&P 500 ETF by 9.0% during the first quarter. Chicago Capital LLC now owns 21,013 shares of the company’s stock worth $11,807,000 after buying an additional 1,734 shares during the period. Finally, Smith Shellnut Wilson LLC ADV increased its stake in shares of iShares Core S&P 500 ETF by 1.4% during the first quarter. Smith Shellnut Wilson LLC ADV now owns 30,909 shares of the company’s stock worth $17,368,000 after buying an additional 423 shares during the period.

iShares Core S&P 500 ETF Stock Performance

IVV stock opened at $603.76 on Tuesday. The company’s 50 day moving average price is $572.03 and its 200 day moving average price is $582.95. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $616.22. The firm has a market capitalization of $592.80 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01.

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.