iShares Core S&P 500 ETF $IVV is Broadview Financial Management LLC’s 2nd Largest Position

Broadview Financial Management LLC grew its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 3.8% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 25,190 shares of the company’s stock after buying an additional 924 shares during the period. iShares Core S&P 500 ETF accounts for about 10.6% of Broadview Financial Management LLC’s investment portfolio, making the stock its 2nd largest position. Broadview Financial Management LLC’s holdings in iShares Core S&P 500 ETF were worth $15,641,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Heck Capital Advisors LLC purchased a new position in iShares Core S&P 500 ETF during the 4th quarter valued at approximately $331,591,000. Bison Wealth LLC boosted its position in shares of iShares Core S&P 500 ETF by 24.0% during the 4th quarter. Bison Wealth LLC now owns 7,799 shares of the company’s stock valued at $4,591,000 after acquiring an additional 1,511 shares during the last quarter. Wealth Group Ltd. grew its holdings in shares of iShares Core S&P 500 ETF by 1.2% in the first quarter. Wealth Group Ltd. now owns 197,096 shares of the company’s stock valued at $110,748,000 after purchasing an additional 2,271 shares in the last quarter. NorthStar Asset Management LLC NJ bought a new stake in iShares Core S&P 500 ETF in the first quarter worth $4,503,000. Finally, Bernardo Wealth Planning LLC raised its stake in iShares Core S&P 500 ETF by 2.7% during the first quarter. Bernardo Wealth Planning LLC now owns 78,020 shares of the company’s stock valued at $43,839,000 after purchasing an additional 2,059 shares in the last quarter. Institutional investors own 70.12% of the company’s stock.

iShares Core S&P 500 ETF Stock Down 1.1%

Shares of NYSEARCA:IVV opened at $673.52 on Friday. iShares Core S&P 500 ETF has a 52 week low of $484.00 and a 52 week high of $693.07. The stock has a market capitalization of $706.86 billion, a P/E ratio of 25.10 and a beta of 1.00. The firm has a fifty day simple moving average of $667.77 and a two-hundred day simple moving average of $629.01.

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.