iShares Core S&P 500 ETF (NYSEARCA:IVV) is Successful Portfolios LLC’s 3rd Largest Position

Successful Portfolios LLC boosted its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 5.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,857 shares of the company’s stock after acquiring an additional 539 shares during the quarter. iShares Core S&P 500 ETF accounts for 3.9% of Successful Portfolios LLC’s holdings, making the stock its 3rd largest position. Successful Portfolios LLC’s holdings in iShares Core S&P 500 ETF were worth $5,802,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also made changes to their positions in IVV. Ironwood Wealth Management LLC. increased its position in shares of iShares Core S&P 500 ETF by 0.6% in the second quarter. Ironwood Wealth Management LLC. now owns 103,242 shares of the company’s stock valued at $56,497,000 after buying an additional 574 shares in the last quarter. Fund Evaluation Group LLC boosted its stake in shares of iShares Core S&P 500 ETF by 5.4% in the second quarter. Fund Evaluation Group LLC now owns 1,164,386 shares of the company’s stock worth $637,187,000 after acquiring an additional 59,680 shares during the last quarter. Certified Advisory Corp boosted its stake in shares of iShares Core S&P 500 ETF by 2.2% in the second quarter. Certified Advisory Corp now owns 36,091 shares of the company’s stock worth $19,750,000 after acquiring an additional 783 shares during the last quarter. Battery Global Advisors LLC boosted its stake in shares of iShares Core S&P 500 ETF by 2,169.9% in the second quarter. Battery Global Advisors LLC now owns 7,763 shares of the company’s stock worth $4,248,000 after acquiring an additional 7,421 shares during the last quarter. Finally, Beck Capital Management LLC boosted its stake in shares of iShares Core S&P 500 ETF by 64.4% in the second quarter. Beck Capital Management LLC now owns 3,269 shares of the company’s stock worth $1,789,000 after acquiring an additional 1,280 shares during the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA IVV opened at $600.26 on Tuesday. iShares Core S&P 500 ETF has a fifty-two week low of $474.68 and a fifty-two week high of $612.09. The stock’s fifty day moving average is $598.29 and its two-hundred day moving average is $576.24. The firm has a market capitalization of $517.96 billion, a P/E 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.