iShares Core S&P 500 ETF $IVV Shares Acquired by Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 26.0% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,361 shares of the ETF’s stock after purchasing an additional 6,273 shares during the quarter. iShares Core S&P 500 ETF makes up about 12.5% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 2nd largest holding. Retirement Wealth Solutions LLC’s holdings in iShares Core S&P 500 ETF were worth $22,737,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Keenan LLC acquired a new position in shares of iShares Core S&P 500 ETF during the fourth quarter worth $26,000. Punch & Associates Investment Management Inc. boosted its holdings in shares of iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock valued at $27,000 after acquiring an additional 14 shares in the last quarter. GS Investments Inc. boosted its holdings in shares of 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 acquiring an additional 20 shares in the last quarter. Allied Private Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the 2nd quarter worth $33,000. Finally, Imprint Wealth LLC bought a new stake in iShares Core S&P 500 ETF during the 3rd quarter worth $39,000. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Up 1.1%

Shares of IVV opened at $777.13 on Friday. The stock has a market cap of $902.68 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $783.09. The business has a 50-day simple moving average of $759.82 and a two-hundred day simple moving average of $726.66.

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. 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.