iShares Core S&P 500 ETF $IVV is Adapt Wealth Advisors LLC’s Largest Position

Adapt Wealth Advisors LLC boosted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.6% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 44,734 shares of the company’s stock after acquiring an additional 726 shares during the period. iShares Core S&P 500 ETF comprises 12.4% of Adapt Wealth Advisors LLC’s investment portfolio, making the stock its biggest holding. Adapt Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $27,775,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Heck Capital Advisors LLC purchased a new stake in iShares Core S&P 500 ETF during the fourth quarter worth approximately $331,591,000. Bison Wealth LLC raised its holdings 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 in the last quarter. Wealth Group Ltd. lifted its position in shares of iShares Core S&P 500 ETF by 1.2% during the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock worth $110,748,000 after buying an additional 2,271 shares during the last quarter. NorthStar Asset Management LLC NJ acquired a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at $4,503,000. Finally, Patton Albertson Miller Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 42.5% in the 1st quarter. Patton Albertson Miller Group LLC now owns 48,517 shares of the company’s stock valued at $27,262,000 after buying an additional 14,465 shares in the last quarter. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Price Performance

Shares of NYSEARCA:IVV opened at $675.31 on Friday. iShares Core S&P 500 ETF has a 12 month low of $484.00 and a 12 month high of $693.07. The firm has a market capitalization of $708.74 billion, a P/E ratio of 25.10 and a beta of 1.00. The company’s fifty day moving average price is $671.64 and its 200 day moving average price is $635.41.

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.