iShares Core S&P 500 ETF (NYSEARCA:IVV) is BSW Wealth Partners’ Largest Position

BSW Wealth Partners boosted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 177,445 shares of the company’s stock after buying an additional 1,334 shares during the quarter. iShares Core S&P 500 ETF makes up approximately 15.3% of BSW Wealth Partners’ portfolio, making the stock its largest holding. BSW Wealth Partners’ holdings in iShares Core S&P 500 ETF were worth $104,458,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of IVV. Compass Ion Advisors LLC raised its position in shares of iShares Core S&P 500 ETF by 27.5% in the third quarter. Compass Ion Advisors LLC now owns 10,567 shares of the company’s stock valued at $6,096,000 after buying an additional 2,278 shares during the last quarter. Bluesphere Advisors LLC raised its holdings in iShares Core S&P 500 ETF by 1.8% in the 3rd quarter. Bluesphere Advisors LLC now owns 77,786 shares of the company’s stock valued at $44,869,000 after acquiring an additional 1,405 shares during the last quarter. Daiwa Securities Group Inc. lifted its stake in iShares Core S&P 500 ETF by 35.9% in the 3rd quarter. Daiwa Securities Group Inc. now owns 360,213 shares of the company’s stock worth $207,778,000 after purchasing an additional 95,234 shares in the last quarter. Fifth Third Wealth Advisors LLC boosted its holdings in shares of iShares Core S&P 500 ETF by 23.3% during the 3rd quarter. Fifth Third Wealth Advisors LLC now owns 357,365 shares of the company’s stock worth $206,135,000 after purchasing an additional 67,472 shares during the last quarter. Finally, Trinity Wealth Management LLC grew its position in shares of iShares Core S&P 500 ETF by 5.0% in the third quarter. Trinity Wealth Management LLC now owns 1,738 shares of the company’s stock valued at $1,003,000 after purchasing an additional 83 shares in the last quarter.

iShares Core S&P 500 ETF Stock Performance

NYSEARCA:IVV opened at $607.94 on Friday. iShares Core S&P 500 ETF has a one year low of $485.19 and a one year high of $613.79. The stock has a market cap of $524.59 billion, a PE ratio of 25.23 and a beta of 0.99. The stock has a 50 day moving average price of $600.08 and a 200 day moving average price of $578.77.

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.