iShares Core S&P 500 ETF $IVV Position Raised by Atlantic Family Wealth LLC

Atlantic Family Wealth LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.9% in the 1st quarter, according to its most recent filing with the SEC. The institutional investor owned 52,094 shares of the ETF’s stock after buying an additional 974 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 24.6% of Atlantic Family Wealth LLC’s portfolio, making the stock its biggest position. Atlantic Family Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $34,028,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of IVV. Keenan LLC purchased a new stake in shares of iShares Core S&P 500 ETF during the 4th quarter valued at about $26,000. Decker Retirement Planning Inc. bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $29,000. GS Investments Inc. raised its stake in iShares Core S&P 500 ETF by 83.3% during the 4th quarter. GS Investments Inc. now owns 44 shares of the ETF’s stock valued at $30,000 after buying an additional 20 shares during the last quarter. Palouse Capital Management Inc. purchased a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at $38,000. Finally, Imprint Wealth LLC purchased a new stake in iShares Core S&P 500 ETF during the 3rd quarter valued at $39,000. 70.12% of the stock is currently owned by institutional investors.

iShares Core S&P 500 ETF Price Performance

NYSEARCA IVV opened at $745.36 on Tuesday. The stock has a market capitalization of $879.26 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $622.31 and a 1-year high of $764.00. The business’s fifty day moving average price is $748.36 and its 200-day moving average price is $709.80.

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.