First Heartland Consultants Inc. boosted its position in iShares Core S&P 500 ETF (NYSEARCA:IVV – Free Report) by 30.5% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 17,602 shares of the ETF’s stock after acquiring an additional 4,110 shares during the quarter. iShares Core S&P 500 ETF accounts for 0.9% of First Heartland Consultants Inc.’s investment portfolio, making the stock its 29th biggest position. First Heartland Consultants Inc.’s holdings in iShares Core S&P 500 ETF were worth $13,182,000 at the end of the most recent reporting period.
Other institutional investors have also recently added to or reduced their stakes in the company. Punch & Associates Investment Management Inc. boosted its position in iShares Core S&P 500 ETF by 50.0% during the 1st quarter. Punch & Associates Investment Management Inc. now owns 42 shares of the ETF’s stock worth $27,000 after acquiring an additional 14 shares during the period. Wealth Effects LLC grew its stake in shares of iShares Core S&P 500 ETF by 0.4% in the fourth quarter. Wealth Effects LLC now owns 4,276 shares of the ETF’s stock worth $2,929,000 after purchasing an additional 15 shares in the last quarter. West Wealth Group LLC increased its holdings in shares of iShares Core S&P 500 ETF by 1.1% during the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock valued at $987,000 after purchasing an additional 15 shares during the period. Keeler & Nadler Financial Planning & Wealth Management increased its holdings in shares of iShares Core S&P 500 ETF by 2.9% during the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock valued at $369,000 after purchasing an additional 15 shares during the period. Finally, Gratus Wealth Advisors LLC raised its stake in shares of iShares Core S&P 500 ETF by 0.3% during the fourth quarter. Gratus Wealth Advisors LLC now owns 4,776 shares of the ETF’s stock valued at $3,272,000 after purchasing an additional 15 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 Up 0.6%
IVV stock opened at $776.73 on Friday. The company has a market capitalization of $902.21 billion, a P/E ratio of 25.10 and a beta of 1.00. The company has a 50-day simple moving average of $750.05 and a 200 day simple moving average of $715.73. iShares Core S&P 500 ETF has a fifty-two week low of $632.14 and a fifty-two week high of $780.64.
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. The component stocks are weighted according to the total float-adjusted market value of their outstanding shares. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.
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