Phillips Financial Management LLC increased its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 0.8% during the second quarter, Holdings Channel reports. The firm owned 246,492 shares of the company’s stock after acquiring an additional 1,926 shares during the quarter. iShares Core S&P 500 ETF makes up 11.1% of Phillips Financial Management LLC’s portfolio, making the stock its biggest holding. Phillips Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $153,047,000 at the end of the most recent reporting period.
A number of other large investors also recently added to or reduced their stakes in the business. Heck Capital Advisors LLC bought a new stake in iShares Core S&P 500 ETF in the 4th quarter worth approximately $331,591,000. Bison Wealth LLC increased its stake in iShares Core S&P 500 ETF by 24.0% in the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock worth $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Wealth Group Ltd. increased its stake in iShares Core S&P 500 ETF by 1.2% in the 1st quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock worth $110,748,000 after acquiring an additional 2,271 shares during the last quarter. GAMMA Investing LLC increased its stake in iShares Core S&P 500 ETF by 16.4% in the 1st quarter. GAMMA Investing LLC now owns 7,321 shares of the company’s stock worth $4,114,000 after acquiring an additional 1,032 shares during the last quarter. Finally, NorthStar Asset Management LLC NJ bought a new stake in iShares Core S&P 500 ETF in the 1st quarter worth approximately $4,503,000. 70.12% of the stock is owned by hedge funds and other institutional investors.
iShares Core S&P 500 ETF Price Performance
NYSEARCA:IVV opened at $671.16 on Thursday. iShares Core S&P 500 ETF has a 1 year low of $484.00 and a 1 year high of $677.20. The stock’s 50 day simple moving average is $659.67 and its two-hundred day simple moving average is $616.50. The company has a market cap of $703.95 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.
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