iShares Core S&P 500 ETF $IVV is KFA Private Wealth Group LLC’s Largest Position

KFA Private Wealth Group LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 113,095 shares of the company’s stock after purchasing an additional 1,484 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 17.7% of KFA Private Wealth Group LLC’s holdings, making the stock its biggest position. KFA Private Wealth Group LLC’s holdings in iShares Core S&P 500 ETF were worth $73,875,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Anchor Investment Management LLC raised its position in iShares Core S&P 500 ETF by 3.1% during the 3rd quarter. Anchor Investment Management LLC now owns 503 shares of the company’s stock worth $337,000 after buying an additional 15 shares during the last quarter. Wealth Effects LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the company’s stock valued at $2,929,000 after acquiring an additional 15 shares in the last quarter. West Wealth Group LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the company’s stock valued at $987,000 after acquiring an additional 15 shares in the last quarter. Keeler & Nadler Financial Planning & Wealth Management increased its stake in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the company’s stock worth $369,000 after acquiring an additional 15 shares during the period. Finally, Gratus Wealth Advisors LLC increased its stake in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the company’s stock worth $3,272,000 after acquiring an additional 15 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Down 0.9%

NYSEARCA IVV opened at $730.17 on Friday. The stock has a market capitalization of $806.29 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 $613.79 and a 52-week high of $764.00. The firm has a 50-day moving average price of $738.65 and a 200 day moving average price of $702.45.

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. 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.