iShares Core S&P 500 ETF $IVV Shares Acquired by Bright Financial Advisors Inc.

Bright Financial Advisors Inc. increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the second quarter, according to its most recent 13F filing with the SEC. The firm owned 19,859 shares of the company’s stock after purchasing an additional 100 shares during the period. iShares Core S&P 500 ETF makes up approximately 6.8% of Bright Financial Advisors Inc.’s investment portfolio, making the stock its 4th largest position. Bright Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $12,331,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in the stock. Heck Capital Advisors LLC acquired a new position in iShares Core S&P 500 ETF during the 4th quarter worth about $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% during the fourth quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after purchasing an additional 1,511 shares during the period. Toronto Dominion Bank lifted its position in shares of iShares Core S&P 500 ETF by 1.3% during the fourth quarter. Toronto Dominion Bank now owns 2,825 shares of the company’s stock worth $1,661,000 after purchasing an additional 37 shares in the last quarter. Cullen Investment Group LTD. boosted its stake in shares of iShares Core S&P 500 ETF by 50.1% in the first quarter. Cullen Investment Group LTD. now owns 1,139 shares of the company’s stock valued at $640,000 after purchasing an additional 380 shares during the period. Finally, Legacy Private Trust Co. grew its holdings in shares of iShares Core S&P 500 ETF by 8.3% in the first quarter. Legacy Private Trust Co. now owns 324,801 shares of the company’s stock valued at $182,506,000 after purchasing an additional 24,841 shares in the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.6%

Shares of IVV opened at $664.89 on Friday. The company has a market cap of $669.74 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a fifty-two week low of $484.00 and a fifty-two week high of $670.55. The firm’s 50 day moving average price is $647.76 and its 200 day moving average price is $603.04.

iShares Core S&P 500 ETF Company 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.