iShares Core S&P 500 ETF $IVV Shares Acquired by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its position in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 10.3% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 98,049 shares of the company’s stock after acquiring an additional 9,140 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 1.1% of Concurrent Investment Advisors LLC’s investment portfolio, making the stock its 8th biggest holding. Concurrent Investment Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $65,624,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of IVV. Nvwm LLC increased its position in shares of iShares Core S&P 500 ETF by 210.5% in 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 purchased a new position in shares of iShares Core S&P 500 ETF during the 2nd quarter valued at approximately $61,000. Rice Partnership LLC grew its stake in iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after acquiring an additional 92 shares during the period. Creative Capital Management Investments LLC acquired a new stake in iShares Core S&P 500 ETF in the 2nd quarter valued at $80,000. Finally, Missouri Trust & Investment Co increased its holdings in iShares Core S&P 500 ETF by 33.0% in the 2nd quarter. Missouri Trust & Investment Co now owns 133 shares of the company’s stock worth $83,000 after acquiring an additional 33 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.5%

IVV opened at $693.49 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $699.17. The company has a 50-day moving average price of $684.02 and a 200 day moving average price of $663.50. The company has a market cap of $760.79 billion, a PE 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. 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.