Essex Financial Services Inc. Raises Position in iShares Core S&P 500 ETF (NYSEARCA:IVV)

Essex Financial Services Inc. raised its holdings in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.1% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 18,622 shares of the company’s stock after buying an additional 3,857 shares during the period. iShares Core S&P 500 ETF comprises approximately 0.9% of Essex Financial Services Inc.’s portfolio, making the stock its 23rd largest position. Essex Financial Services Inc.’s holdings in iShares Core S&P 500 ETF were worth $8,895,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Fulton Breakefield Broenniman LLC increased its stake in shares of iShares Core S&P 500 ETF by 8.4% in the third quarter. Fulton Breakefield Broenniman LLC now owns 101,610 shares of the company’s stock worth $43,634,000 after buying an additional 7,835 shares during the period. Brookstone Capital Management boosted its position in iShares Core S&P 500 ETF by 3.5% during the 3rd quarter. Brookstone Capital Management now owns 241,173 shares of the company’s stock valued at $103,316,000 after buying an additional 8,112 shares during the period. Capital Planning LLC grew its holdings in iShares Core S&P 500 ETF by 2.5% in the 3rd quarter. Capital Planning LLC now owns 56,037 shares of the company’s stock worth $24,175,000 after acquiring an additional 1,364 shares during the last quarter. PDS Planning Inc increased its position in shares of iShares Core S&P 500 ETF by 2.7% in the third quarter. PDS Planning Inc now owns 102,773 shares of the company’s stock valued at $44,134,000 after acquiring an additional 2,687 shares during the period. Finally, Independent Investors Inc. bought a new position in shares of iShares Core S&P 500 ETF during the third quarter valued at about $812,000.

iShares Core S&P 500 ETF Stock Down 0.1 %

Shares of iShares Core S&P 500 ETF stock traded down $0.32 during trading on Wednesday, reaching $504.12. 2,364,588 shares of the stock were exchanged, compared to its average volume of 5,754,005. The firm has a market cap of $431.83 billion, a price-to-earnings ratio of 25.43 and a beta of 0.99. iShares Core S&P 500 ETF has a 1 year low of $405.54 and a 1 year high of $527.16. The stock’s fifty day moving average is $514.39 and its 200 day moving average is $483.01.

iShares Core S&P 500 ETF Company 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.