Aspen Wealth Strategies LLC Has $22.59 Million Stake in iShares Core S&P 500 ETF $IVV

Aspen Wealth Strategies LLC lifted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.4% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 33,758 shares of the company’s stock after acquiring an additional 1,734 shares during the quarter. iShares Core S&P 500 ETF comprises about 12.6% of Aspen Wealth Strategies LLC’s investment portfolio, making the stock its biggest holding. Aspen Wealth Strategies LLC’s holdings in iShares Core S&P 500 ETF were worth $22,594,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Americana Partners LLC raised its holdings in iShares Core S&P 500 ETF by 21.8% during the 3rd quarter. Americana Partners LLC now owns 6,635 shares of the company’s stock worth $4,441,000 after buying an additional 1,187 shares during the period. Forza Wealth Management LLC increased its position in shares of iShares Core S&P 500 ETF by 28.7% in the third quarter. Forza Wealth Management LLC now owns 6,457 shares of the company’s stock worth $4,322,000 after acquiring an additional 1,438 shares in the last quarter. Coyle Financial Counsel LLC raised its holdings in shares of iShares Core S&P 500 ETF by 7.1% during the third quarter. Coyle Financial Counsel LLC now owns 107,161 shares of the company’s stock valued at $71,723,000 after acquiring an additional 7,120 shares during the period. Fonville Wealth Management LLC lifted its position in shares of iShares Core S&P 500 ETF by 121.3% in the 3rd quarter. Fonville Wealth Management LLC now owns 5,882 shares of the company’s stock valued at $3,937,000 after acquiring an additional 3,224 shares in the last quarter. Finally, Fortitude Family Office LLC boosted its stake in iShares Core S&P 500 ETF by 13.4% in the 3rd quarter. Fortitude Family Office LLC now owns 49,231 shares of the company’s stock worth $32,950,000 after purchasing an additional 5,800 shares during the period. 70.12% of the stock is currently owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $690.51 on Wednesday. The firm’s 50 day moving average price is $690.72 and its two-hundred day moving average price is $676.11. The stock has a market cap of $759.01 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $700.97.

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.