Consilio Wealth Advisors LLC Boosts Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Consilio Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.0% in the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 103,907 shares of the company’s stock after buying an additional 7,654 shares during the period. iShares Core S&P 500 ETF comprises about 24.4% of Consilio Wealth Advisors LLC’s portfolio, making the stock its biggest holding. Consilio Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $58,383,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. JPMorgan Chase & Co. raised its holdings in iShares Core S&P 500 ETF by 11.7% during the third quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock worth $12,069,951,000 after buying an additional 2,187,803 shares during the last quarter. Wealth Group Ltd. boosted its stake in iShares Core S&P 500 ETF by 2.2% in the fourth quarter. Wealth Group Ltd. now owns 194,825 shares of the company’s stock valued at $114,689,000 after acquiring an additional 4,284 shares during the last quarter. Tallon Kerry Patrick bought a new position in iShares Core S&P 500 ETF during the fourth quarter valued at $9,892,000. Midwest Capital Advisors LLC bought a new position in shares of iShares Core S&P 500 ETF during the 4th quarter worth $290,000. Finally, White & Co Financial Planning Inc purchased a new position in shares of iShares Core S&P 500 ETF in the fourth quarter worth about $369,000.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV opened at $595.98 on Friday. The stock has a market capitalization of $585.16 billion, a price-to-earnings ratio of 25.71 and a beta of 1.01. iShares Core S&P 500 ETF has a 52-week low of $484.00 and a 52-week high of $616.22. The stock’s 50-day simple moving average is $561.18 and its 200 day simple moving average is $582.98.

About iShares Core S&P 500 ETF

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.