Syon Capital LLC Has $41.91 Million Stock Holdings in iShares Core S&P 500 ETF $IVV

Syon Capital LLC grew its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.9% during the 2nd quarter, according to the company in its most recent filing with the SEC. The fund owned 55,958 shares of the ETF’s stock after purchasing an additional 5,490 shares during the period. iShares Core S&P 500 ETF makes up about 1.8% of Syon Capital LLC’s portfolio, making the stock its 11th biggest position. Syon Capital LLC’s holdings in iShares Core S&P 500 ETF were worth $41,906,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of IVV. Atria Investments Inc boosted its stake in shares of iShares Core S&P 500 ETF by 14.0% during the fourth quarter. Atria Investments Inc now owns 251,381 shares of the ETF’s stock valued at $172,181,000 after purchasing an additional 30,777 shares in the last quarter. FDx Advisors Inc. increased its stake in shares of iShares Core S&P 500 ETF by 40.7% in the fourth quarter. FDx Advisors Inc. now owns 13,997 shares of the ETF’s stock valued at $9,587,000 after buying an additional 4,051 shares during the period. Cornerstone Planning Group LLC increased its stake in shares of iShares Core S&P 500 ETF by 55.6% in the first quarter. Cornerstone Planning Group LLC now owns 17,958 shares of the ETF’s stock valued at $11,730,000 after buying an additional 6,417 shares during the period. Wealthquest Corp bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at approximately $2,058,000. Finally, Bison Wealth LLC boosted its position in iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the ETF’s stock worth $4,591,000 after buying an additional 1,511 shares during the period. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Price Performance

IVV opened at $777.13 on Friday. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $783.09. The firm has a market capitalization of $902.68 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. The company’s 50 day moving average price is $759.82 and its two-hundred day moving average price is $726.66.

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.