Baron Silver Stevens Financial Advisors LLC Has $57.66 Million Holdings in iShares Core S&P 500 ETF $IVV

Baron Silver Stevens Financial Advisors LLC boosted its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.8% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 86,145 shares of the company’s stock after acquiring an additional 4,697 shares during the quarter. iShares Core S&P 500 ETF comprises about 8.4% of Baron Silver Stevens Financial Advisors LLC’s investment portfolio, making the stock its biggest holding. Baron Silver Stevens Financial Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $57,658,000 at the end of the most recent quarter.

Other institutional investors and hedge funds also recently bought and sold shares of the company. Heck Capital Advisors LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the fourth quarter valued at $331,591,000. Bison Wealth LLC lifted its stake 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 valued at $4,591,000 after buying an additional 1,511 shares in the last quarter. Exchange Traded Concepts LLC acquired a new position in shares of iShares Core S&P 500 ETF in the second quarter worth about $6,571,000. Western Pacific Wealth Management LP increased its position in shares of iShares Core S&P 500 ETF by 5,400.0% in the second quarter. Western Pacific Wealth Management LP now owns 715 shares of the company’s stock worth $444,000 after acquiring an additional 702 shares in the last quarter. Finally, CWC Advisors LLC. acquired a new stake in shares of iShares Core S&P 500 ETF during the second quarter valued at approximately $210,000. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

Shares of NYSEARCA:IVV opened at $694.66 on Friday. The firm has a 50 day simple moving average of $684.86 and a 200 day simple moving average of $664.54. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $699.17. The company has a market cap of $772.43 billion, a PE 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.