iShares Core S&P 500 ETF $IVV Shares Bought by Geneos Wealth Management Inc.

Geneos Wealth Management Inc. increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 28.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 197,471 shares of the company’s stock after acquiring an additional 43,846 shares during the quarter. iShares Core S&P 500 ETF makes up 3.0% of Geneos Wealth Management Inc.’s portfolio, making the stock its biggest position. Geneos Wealth Management Inc.’s holdings in iShares Core S&P 500 ETF were worth $122,610,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IVV. Westwood Holdings Group Inc. raised its position in shares of iShares Core S&P 500 ETF by 2.2% in the 2nd quarter. Westwood Holdings Group Inc. now owns 71,942 shares of the company’s stock valued at $44,669,000 after purchasing an additional 1,525 shares in the last quarter. Kestra Investment Management LLC raised its holdings in iShares Core S&P 500 ETF by 1.7% in the second quarter. Kestra Investment Management LLC now owns 6,187 shares of the company’s stock valued at $3,842,000 after acquiring an additional 103 shares in the last quarter. Evergreen Capital Management LLC boosted its stake in iShares Core S&P 500 ETF by 9.2% during the 2nd quarter. Evergreen Capital Management LLC now owns 25,899 shares of the company’s stock valued at $16,080,000 after acquiring an additional 2,184 shares during the last quarter. Strategic Investment Advisors MI boosted its stake in iShares Core S&P 500 ETF by 10.1% during the 2nd quarter. Strategic Investment Advisors MI now owns 1,135 shares of the company’s stock valued at $705,000 after acquiring an additional 104 shares during the last quarter. Finally, Tower Research Capital LLC TRC acquired a new position in iShares Core S&P 500 ETF during the 2nd quarter worth $18,058,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $685.17 on Friday. The company has a market capitalization of $719.09 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day moving average of $677.95 and a 200-day moving average of $649.41. iShares Core S&P 500 ETF has a 1-year low of $484.00 and a 1-year high of $693.07.

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.