JSF Financial LLC Has $82.78 Million Holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV)

JSF Financial LLC trimmed its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 0.5% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 140,620 shares of the company’s stock after selling 735 shares during the quarter. iShares Core S&P 500 ETF comprises approximately 22.1% of JSF Financial LLC’s investment portfolio, making the stock its biggest position. JSF Financial LLC’s holdings in iShares Core S&P 500 ETF were worth $82,780,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Wealth Group Ltd. boosted its position in shares of iShares Core S&P 500 ETF by 1.9% in the third quarter. Wealth Group Ltd. now owns 190,541 shares of the company’s stock valued at $109,908,000 after acquiring an additional 3,630 shares during the period. Creative Planning boosted its position in shares of iShares Core S&P 500 ETF by 1.2% in the third quarter. Creative Planning now owns 21,368,471 shares of the company’s stock valued at $12,325,761,000 after acquiring an additional 257,499 shares during the period. Petredis Investment Advisors LLC bought a new stake in shares of iShares Core S&P 500 ETF in the third quarter valued at about $564,000. PFG Advisors boosted its position in shares of iShares Core S&P 500 ETF by 15.2% in the third quarter. PFG Advisors now owns 24,963 shares of the company’s stock valued at $14,399,000 after acquiring an additional 3,290 shares during the period. Finally, Brady Family Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 2.5% in the third quarter. Brady Family Wealth LLC now owns 9,388 shares of the company’s stock valued at $5,415,000 after acquiring an additional 232 shares during the period.

iShares Core S&P 500 ETF Stock Performance

Shares of iShares Core S&P 500 ETF stock opened at $606.21 on Thursday. The firm has a 50-day moving average of $600.72 and a 200-day moving average of $582.19. The stock has a market cap of $523.10 billion, a PE ratio of 25.23 and a beta of 0.99. iShares Core S&P 500 ETF has a 52-week low of $493.07 and a 52-week high of $613.79.

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.