Blue Bell Private Wealth Management LLC Has $6.43 Million Stake in iShares Core S&P 500 ETF $IVV

Blue Bell Private Wealth Management LLC lowered its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.9% during the third quarter, according to its most recent Form 13F filing with the SEC. The fund owned 9,611 shares of the company’s stock after selling 820 shares during the period. iShares Core S&P 500 ETF accounts for 1.0% of Blue Bell Private Wealth Management LLC’s portfolio, making the stock its 16th largest holding. Blue Bell Private Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $6,433,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in IVV. Flaharty Asset Management LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 1st quarter valued at $28,000. Nvwm LLC raised its holdings in iShares Core S&P 500 ETF by 210.5% during the second quarter. Nvwm LLC now owns 59 shares of the company’s stock valued at $37,000 after buying an additional 40 shares in the last quarter. Hager Investment Management Services LLC bought a new position in iShares Core S&P 500 ETF during the second quarter valued at about $61,000. Rice Partnership LLC lifted its position in shares of iShares Core S&P 500 ETF by 460.0% in the second quarter. Rice Partnership LLC now owns 112 shares of the company’s stock worth $70,000 after buying an additional 92 shares during the last quarter. Finally, Creative Capital Management Investments LLC bought a new stake in shares of iShares Core S&P 500 ETF during the 2nd quarter worth about $80,000. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA IVV opened at $692.63 on Thursday. The business’s 50-day simple moving average is $682.75 and its 200-day simple moving average is $660.54. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $697.02. The firm has a market cap of $767.09 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

About iShares Core S&P 500 ETF

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.