Beaumont Financial Advisors LLC Increases Position in iShares Core S&P 500 ETF $IVV

Beaumont Financial Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.0% during the 2nd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 97,124 shares of the company’s stock after acquiring an additional 3,771 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 4.4% of Beaumont Financial Advisors LLC’s investment portfolio, making the stock its 2nd biggest holding. Beaumont Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $60,304,000 as of its most recent SEC filing.

Other large investors have also added to or reduced their stakes in the company. Bank of Finland lifted its position in iShares Core S&P 500 ETF by 0.3% in the 1st quarter. Bank of Finland now owns 517,115 shares of the company’s stock valued at $290,567,000 after acquiring an additional 1,592 shares in the last quarter. Dynasty Wealth Management LLC lifted its position in iShares Core S&P 500 ETF by 0.5% in the 1st quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock valued at $466,533,000 after acquiring an additional 4,478 shares in the last quarter. Mayfair Advisory Group LLC lifted its position in iShares Core S&P 500 ETF by 0.6% in the 1st quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after acquiring an additional 25 shares in the last quarter. D Orazio & Associates Inc. lifted its position in iShares Core S&P 500 ETF by 9.9% in the 1st quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock valued at $355,000 after acquiring an additional 57 shares in the last quarter. Finally, STAR Financial Bank lifted its position in iShares Core S&P 500 ETF by 98.8% in the 1st quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock valued at $1,641,000 after acquiring an additional 1,452 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 0.6%

iShares Core S&P 500 ETF stock opened at $664.89 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $670.55. The company’s 50 day moving average price is $647.76 and its two-hundred day moving average price is $603.33. The stock 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 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.