iShares Core S&P 500 ETF $IVV Shares Purchased by Heritage Financial Services LLC

Heritage Financial Services LLC increased its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 9.1% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,562 shares of the company’s stock after purchasing an additional 297 shares during the period. iShares Core S&P 500 ETF accounts for about 0.2% of Heritage Financial Services LLC’s portfolio, making the stock its 24th largest position. Heritage Financial Services LLC’s holdings in iShares Core S&P 500 ETF were worth $2,212,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Flaharty Asset Management LLC purchased a new stake in iShares Core S&P 500 ETF during the 1st quarter worth approximately $28,000. Lord & Richards Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth about $31,000. Cheviot Value Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth about $52,000. Inlight Wealth Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth about $60,000. Finally, Wealth Preservation Advisors LLC acquired a new stake in shares of iShares Core S&P 500 ETF during the first quarter worth about $76,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.0%

iShares Core S&P 500 ETF stock opened at $672.42 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $675.93. The company has a market capitalization of $704.39 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The stock has a 50-day moving average price of $651.25 and a 200 day moving average price of $606.77.

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.