Appleton Partners Inc. MA Raises Position in iShares Core S&P 500 ETF $IVV

Appleton Partners Inc. MA lifted its stake in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 8.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,402 shares of the company’s stock after buying an additional 440 shares during the period. Appleton Partners Inc. MA’s holdings in iShares Core S&P 500 ETF were worth $3,354,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently modified their holdings of the stock. Bank of Finland boosted its holdings in iShares Core S&P 500 ETF by 0.3% in the first quarter. Bank of Finland now owns 517,115 shares of the company’s stock valued at $290,567,000 after purchasing an additional 1,592 shares during the last quarter. Dynasty Wealth Management LLC boosted its holdings in iShares Core S&P 500 ETF by 0.5% in the first quarter. Dynasty Wealth Management LLC now owns 830,277 shares of the company’s stock valued at $466,533,000 after purchasing an additional 4,478 shares during the last quarter. Mayfair Advisory Group LLC boosted its holdings in iShares Core S&P 500 ETF by 0.6% in the first quarter. Mayfair Advisory Group LLC now owns 3,992 shares of the company’s stock valued at $2,243,000 after purchasing an additional 25 shares during the last quarter. D Orazio & Associates Inc. boosted its holdings in iShares Core S&P 500 ETF by 9.9% in the first quarter. D Orazio & Associates Inc. now owns 632 shares of the company’s stock valued at $355,000 after purchasing an additional 57 shares during the last quarter. Finally, STAR Financial Bank boosted its holdings in iShares Core S&P 500 ETF by 98.8% in the first quarter. STAR Financial Bank now owns 2,921 shares of the company’s stock valued at $1,641,000 after purchasing an additional 1,452 shares during the last quarter. 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 opened at $676.42 on Thursday. The company has a market capitalization of $708.14 billion, a P/E ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $676.49. The stock has a 50-day moving average price of $653.40 and a 200 day moving average price of $608.99.

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.