RTD Financial Advisors Inc. Has $86.51 Million Stake in iShares Core S&P 500 ETF (NYSEARCA:IVV)

RTD Financial Advisors Inc. lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 1.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 149,968 shares of the company’s stock after purchasing an additional 1,861 shares during the period. iShares Core S&P 500 ETF accounts for about 11.0% of RTD Financial Advisors Inc.’s investment portfolio, making the stock its biggest holding. RTD Financial Advisors Inc.’s holdings in iShares Core S&P 500 ETF were worth $86,505,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently modified their holdings of IVV. Compass Ion Advisors LLC boosted its stake in iShares Core S&P 500 ETF by 27.5% during the 3rd quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after purchasing an additional 2,278 shares during the last quarter. Covestor Ltd raised its holdings in shares of iShares Core S&P 500 ETF by 321.1% during the first quarter. Covestor Ltd now owns 80 shares of the company’s stock valued at $42,000 after purchasing an additional 61 shares during the last quarter. Vanguard Group Inc. lifted its position in iShares Core S&P 500 ETF by 10.0% during the first quarter. Vanguard Group Inc. now owns 24,698 shares of the company’s stock valued at $12,984,000 after purchasing an additional 2,252 shares during the period. Bluesphere Advisors LLC boosted its holdings in iShares Core S&P 500 ETF by 1.8% in the third quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock worth $44,869,000 after purchasing an additional 1,405 shares during the last quarter. Finally, Anchor Capital Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 4.2% during the 2nd quarter. Anchor Capital Advisors LLC now owns 1,257 shares of the company’s stock valued at $688,000 after purchasing an additional 51 shares during the last quarter.

iShares Core S&P 500 ETF Trading Up 1.9 %

iShares Core S&P 500 ETF stock traded up $11.10 during midday trading on Wednesday, hitting $590.59. The stock had a trading volume of 830,417 shares, compared to its average volume of 5,065,443. iShares Core S&P 500 ETF has a 52-week low of $435.37 and a 52-week high of $592.29. The firm’s fifty day moving average is $572.18 and its two-hundred day moving average is $551.18. The company has a market capitalization of $509.62 billion, a PE ratio of 25.23 and a beta of 0.99.

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.