Beaumont Asset Management L.L.C. Buys 1,585 Shares of iShares Core S&P 500 ETF $IVV

Beaumont Asset Management L.L.C. grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.8% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 87,814 shares of the company’s stock after buying an additional 1,585 shares during the period. iShares Core S&P 500 ETF accounts for approximately 29.6% of Beaumont Asset Management L.L.C.’s holdings, making the stock its biggest holding. Beaumont Asset Management L.L.C.’s holdings in iShares Core S&P 500 ETF were worth $58,774,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Forza Wealth Management LLC raised its position in shares of iShares Core S&P 500 ETF by 28.7% during the 3rd quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after purchasing an additional 1,438 shares during the period. Fonville Wealth Management LLC grew its stake in iShares Core S&P 500 ETF by 121.3% during the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock worth $3,937,000 after buying an additional 3,224 shares during the last quarter. Fortitude Family Office LLC increased its position in iShares Core S&P 500 ETF by 13.4% in the third quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after buying an additional 5,800 shares during the period. Community Trust & Investment Co. lifted its stake in iShares Core S&P 500 ETF by 29.9% in the third quarter. Community Trust & Investment Co. now owns 4,314 shares of the company’s stock valued at $2,887,000 after buying an additional 992 shares during the last quarter. Finally, Legacy Wealth Management Inc boosted its stake in iShares Core S&P 500 ETF by 1.4% during the 3rd quarter. Legacy Wealth Management Inc now owns 537,532 shares of the company’s stock valued at $359,770,000 after purchasing an additional 7,487 shares in the last quarter. 70.12% of the stock is owned by hedge funds and other institutional investors.

iShares Core S&P 500 ETF Stock Performance

IVV opened at $694.66 on Monday. The company has a market capitalization of $772.43 billion, a PE ratio of 25.10 and a beta of 1.00. The stock’s fifty day moving average is $684.86 and its 200-day moving average is $664.82. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $699.17.

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.