Swan Global Investments LLC Has $396.23 Million Stake in iShares Core S&P 500 ETF $IVV

Swan Global Investments LLC decreased its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.7% during the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 606,594 shares of the ETF’s stock after selling 23,015 shares during the period. iShares Core S&P 500 ETF makes up about 13.2% of Swan Global Investments LLC’s portfolio, making the stock its largest position. Swan Global Investments LLC’s holdings in iShares Core S&P 500 ETF were worth $396,233,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in IVV. Keenan LLC acquired a new stake in shares of iShares Core S&P 500 ETF in the 4th quarter worth about $26,000. Decker Retirement Planning Inc. bought a new position in iShares Core S&P 500 ETF in the 4th quarter valued at about $29,000. GS Investments Inc. boosted 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 purchasing an additional 20 shares during the last quarter. Palouse Capital Management Inc. acquired a new position in iShares Core S&P 500 ETF during the 4th quarter valued at about $38,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth approximately $39,000. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $746.72 on Monday. The firm has a market capitalization of $879.71 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 52 week low of $622.31 and a 52 week high of $764.00. The stock has a 50 day moving average price of $748.30 and a two-hundred day moving average price of $709.41.

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.