iShares Core S&P 500 ETF $IVV is Chokshi & Queen Wealth Advisors Inc’s Largest Position

Chokshi & Queen Wealth Advisors Inc raised its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 4.4% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 65,080 shares of the company’s stock after buying an additional 2,725 shares during the period. iShares Core S&P 500 ETF comprises about 23.1% of Chokshi & Queen Wealth Advisors Inc’s portfolio, making the stock its largest holding. Chokshi & Queen Wealth Advisors Inc’s holdings in iShares Core S&P 500 ETF were worth $40,408,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds have also recently modified their holdings of IVV. Flaharty Asset Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at about $28,000. Lord & Richards Wealth Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at about $31,000. Cheviot Value Management LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 1st quarter valued at about $52,000. Hager Investment Management Services LLC purchased a new position in shares of iShares Core S&P 500 ETF in the 2nd quarter valued at about $61,000. Finally, Rice Partnership LLC increased its stake in shares of iShares Core S&P 500 ETF by 460.0% in the 2nd quarter. Rice Partnership LLC now owns 112 shares of the company’s stock valued at $70,000 after purchasing an additional 92 shares in the last quarter. Hedge funds and other institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 0.5%

Shares of iShares Core S&P 500 ETF stock opened at $671.16 on Thursday. iShares Core S&P 500 ETF has a twelve month low of $484.00 and a twelve month high of $677.20. The business has a 50-day moving average price of $659.67 and a 200 day moving average price of $616.50. The firm has a market cap of $703.95 billion, a PE ratio of 25.10 and a beta of 1.00.

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.