43,372 iShares Core S&P 500 ETF $IVV Shares Purchased by Simplicity Wealth LLC

Simplicity Wealth LLC raised its position in iShares Core S&P 500 ETF (NYSEARCA:IVV) by 59.2% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 116,689 shares of the ETF’s stock after purchasing an additional 43,372 shares during the period. iShares Core S&P 500 ETF makes up about 2.5% of Simplicity Wealth LLC’s investment portfolio, making the stock its 3rd biggest holding. Simplicity Wealth LLC’s holdings in iShares Core S&P 500 ETF were worth $89,366,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. Madrona Financial Services LLC grew its holdings in shares of iShares Core S&P 500 ETF by 4.0% in the 3rd quarter. Madrona Financial Services LLC now owns 88,138 shares of the ETF’s stock valued at $67,501,000 after buying an additional 3,388 shares during the period. Carolina Wealth Advisors LLC increased its position in shares of iShares Core S&P 500 ETF by 365.5% in the 3rd quarter. Carolina Wealth Advisors LLC now owns 135 shares of the ETF’s stock valued at $103,000 after buying an additional 106 shares in the last quarter. NTV Asset Management LLC increased its position in shares of iShares Core S&P 500 ETF by 0.7% in the 3rd quarter. NTV Asset Management LLC now owns 3,508 shares of the ETF’s stock valued at $2,687,000 after buying an additional 26 shares in the last quarter. Sowell Financial Services LLC raised its stake in iShares Core S&P 500 ETF by 1.6% during the 3rd quarter. Sowell Financial Services LLC now owns 80,814 shares of the ETF’s stock worth $61,891,000 after buying an additional 1,291 shares during the period. Finally, Ascent Wealth Partners LLC raised its stake in iShares Core S&P 500 ETF by 34.4% during the 3rd quarter. Ascent Wealth Partners LLC now owns 391 shares of the ETF’s stock worth $299,000 after buying an additional 100 shares during the period. 70.12% of the stock is owned by institutional investors.

iShares Core S&P 500 ETF Trading Up 0.7%

IVV stock opened at $768.69 on Tuesday. The business’s 50-day moving average price is $771.20 and its two-hundred day moving average price is $729.94. The firm has a market cap of $881.38 billion, a PE ratio of 25.10 and a beta of 1.00. iShares Core S&P 500 ETF has a 1-year low of $632.14 and a 1-year high of $785.03.

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.