Shira Ridge Wealth Management Acquires New Position in iShares Core S&P 500 ETF $IVV

Shira Ridge Wealth Management acquired a new stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 359 shares of the company’s stock, valued at approximately $223,000.

Other institutional investors and hedge funds have also modified their holdings of the company. Flaharty Asset Management LLC purchased a new position in shares of iShares Core S&P 500 ETF during the first quarter valued at approximately $28,000. Lord & Richards Wealth Management LLC acquired a new position in iShares Core S&P 500 ETF during the first quarter worth approximately $31,000. Marquette Asset Management LLC increased its position in iShares Core S&P 500 ETF by 51.9% during the first quarter. Marquette Asset Management LLC now owns 79 shares of the company’s stock worth $44,000 after purchasing an additional 27 shares during the last quarter. Putney Financial Group LLC acquired a new position in iShares Core S&P 500 ETF during the fourth quarter worth approximately $47,000. Finally, Cheviot Value Management LLC acquired a new position in iShares Core S&P 500 ETF during the first quarter worth approximately $52,000. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Performance

Shares of IVV stock opened at $660.57 on Thursday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $664.38. The company has a 50 day moving average price of $642.54 and a 200 day moving average price of $598.71. The firm has a market capitalization of $665.39 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00.

iShares Core S&P 500 ETF Company 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.