Cromwell Holdings LLC Makes New $4.91 Million Investment in iShares Core S&P 500 ETF $IVV

Cromwell Holdings LLC acquired a new position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 7,335 shares of the company’s stock, valued at approximately $4,909,000. iShares Core S&P 500 ETF accounts for approximately 2.6% of Cromwell Holdings LLC’s portfolio, making the stock its 5th largest position.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Falcon Wealth Planning grew its position in iShares Core S&P 500 ETF by 0.4% during the third quarter. Falcon Wealth Planning now owns 4,141 shares of the company’s stock worth $2,771,000 after buying an additional 15 shares during the period. Atwood & Palmer Inc. boosted its stake in shares of iShares Core S&P 500 ETF by 0.9% during the 3rd quarter. Atwood & Palmer Inc. now owns 1,775 shares of the company’s stock worth $1,188,000 after acquiring an additional 15 shares in the last quarter. Cathy Pareto & Associates Inc. grew its holdings in shares of iShares Core S&P 500 ETF by 2.7% in the 3rd quarter. Cathy Pareto & Associates Inc. now owns 578 shares of the company’s stock worth $387,000 after acquiring an additional 15 shares during the period. Johnson Bixby & Associates LLC increased its stake in iShares Core S&P 500 ETF by 1.2% in the 2nd quarter. Johnson Bixby & Associates LLC now owns 1,403 shares of the company’s stock valued at $871,000 after purchasing an additional 16 shares in the last quarter. Finally, Wealth Watch Advisors INC raised its holdings in iShares Core S&P 500 ETF by 1.5% during the second quarter. Wealth Watch Advisors INC now owns 1,098 shares of the company’s stock worth $682,000 after purchasing an additional 16 shares during the last quarter. Institutional investors and hedge funds own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $697.08 on Monday. The company has a market cap of $763.20 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $698.37. The business’s fifty day moving average is $683.17 and its two-hundred day moving average is $662.14.

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.