Benchmark Financial Wealth Advisors LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 73.4% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 5,133 shares of the company’s stock after acquiring an additional 2,172 shares during the quarter. iShares Core S&P 500 ETF comprises about 1.0% of Benchmark Financial Wealth Advisors LLC’s investment portfolio, making the stock its 22nd biggest holding. Benchmark Financial Wealth Advisors LLC’s holdings in iShares Core S&P 500 ETF were worth $3,022,000 at the end of the most recent quarter.
Several other institutional investors also recently modified their holdings of IVV. Creative Planning increased its stake in iShares Core S&P 500 ETF by 1.2% during the 3rd quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after purchasing an additional 257,499 shares in the last quarter. JPMorgan Chase & Co. increased its stake in iShares Core S&P 500 ETF by 11.7% during the 3rd quarter. JPMorgan Chase & Co. now owns 20,924,985 shares of the company’s stock valued at $12,069,951,000 after purchasing an additional 2,187,803 shares in the last quarter. International Assets Investment Management LLC increased its stake in iShares Core S&P 500 ETF by 67,668.9% during the 3rd quarter. International Assets Investment Management LLC now owns 10,247,335 shares of the company’s stock valued at $5,910,868,000 after purchasing an additional 10,232,214 shares in the last quarter. Nisa Investment Advisors LLC bought a new stake in iShares Core S&P 500 ETF during the 4th quarter valued at about $5,813,061,000. Finally, Wealth Enhancement Advisory Services LLC increased its stake in iShares Core S&P 500 ETF by 1.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 6,259,628 shares of the company’s stock valued at $3,610,681,000 after purchasing an additional 89,032 shares in the last quarter.
iShares Core S&P 500 ETF Stock Down 0.9 %
Shares of IVV stock opened at $603.80 on Friday. The company has a 50 day moving average price of $600.71 and a 200-day moving average price of $580.54. iShares Core S&P 500 ETF has a 52 week low of $493.07 and a 52 week high of $613.79. The firm has a market capitalization of $521.02 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.
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