Marshall Financial Group LLC Has $1.21 Million Position in iShares Core S&P 500 ETF $IVV

Marshall Financial Group LLC raised its holdings in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 190.8% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 1,611 shares of the ETF’s stock after buying an additional 1,057 shares during the period. Marshall Financial Group LLC’s holdings in iShares Core S&P 500 ETF were worth $1,207,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently made changes to their positions in the company. Punch & Associates Investment Management Inc. boosted its stake 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 valued at $27,000 after purchasing an additional 14 shares during the last quarter. Wealth Effects LLC increased its holdings in iShares Core S&P 500 ETF by 0.4% during the 4th 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 raised its stake in shares of iShares Core S&P 500 ETF by 1.1% in the fourth quarter. West Wealth Group LLC now owns 1,440 shares of the ETF’s stock worth $987,000 after purchasing an additional 15 shares during the last quarter. Keeler & Nadler Financial Planning & Wealth Management raised its stake in shares of iShares Core S&P 500 ETF by 2.9% in the fourth quarter. Keeler & Nadler Financial Planning & Wealth Management now owns 539 shares of the ETF’s stock worth $369,000 after purchasing an additional 15 shares during the last quarter. Finally, Gratus Wealth Advisors LLC lifted its holdings in shares of iShares Core S&P 500 ETF by 0.3% in 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. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Stock Up 0.3%

Shares of NYSEARCA:IVV opened at $776.19 on Thursday. The stock has a market cap of $901.58 billion, a price-to-earnings ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 12-month low of $632.14 and a 12-month high of $780.64. The business’s 50 day moving average is $750.94 and its 200 day moving average is $717.75.

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. 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.