iShares Core S&P 500 ETF $IVV is Stratos Wealth Partners LTD.’s 4th Largest Position

Stratos Wealth Partners LTD. grew its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.0% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 342,723 shares of the company’s stock after acquiring an additional 3,408 shares during the period. iShares Core S&P 500 ETF comprises about 2.7% of Stratos Wealth Partners LTD.’s investment portfolio, making the stock its 4th biggest holding. Stratos Wealth Partners LTD.’s holdings in iShares Core S&P 500 ETF were worth $234,745,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of IVV. Northwestern Mutual Wealth Management Co. boosted its holdings in iShares Core S&P 500 ETF by 2.9% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 33,427,901 shares of the company’s stock valued at $22,373,294,000 after purchasing an additional 939,429 shares during the last quarter. Envestnet Asset Management Inc. increased its holdings in iShares Core S&P 500 ETF by 0.7% during the 3rd quarter. Envestnet Asset Management Inc. now owns 28,570,831 shares of the company’s stock worth $19,122,455,000 after purchasing an additional 201,983 shares during the last quarter. Marshall Wace LLP raised its position in shares of iShares Core S&P 500 ETF by 28.5% in the 3rd quarter. Marshall Wace LLP now owns 27,524,315 shares of the company’s stock valued at $18,422,024,000 after purchasing an additional 6,101,936 shares in the last quarter. Creative Planning raised its position in shares of iShares Core S&P 500 ETF by 2.3% in the 3rd quarter. Creative Planning now owns 22,735,267 shares of the company’s stock valued at $15,216,714,000 after purchasing an additional 505,293 shares in the last quarter. Finally, Jones Financial Companies Lllp boosted its stake in shares of iShares Core S&P 500 ETF by 3.6% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,201,745 shares of the company’s stock valued at $11,437,403,000 after buying an additional 601,254 shares during 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

iShares Core S&P 500 ETF stock opened at $658.96 on Monday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $700.97. The stock has a market cap of $726.73 billion, a P/E ratio of 25.10 and a beta of 1.00. The stock has a 50 day moving average of $678.58 and a 200-day moving average of $679.75.

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.