iShares Core S&P 500 ETF $IVV Shares Purchased by Trevian Wealth Management LLC

Trevian Wealth Management LLC increased its stake in shares of iShares Core S&P 500 ETF (NYSEARCA:IVV) by 7.6% in the 2nd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 791 shares of the company’s stock after purchasing an additional 56 shares during the quarter. iShares Core S&P 500 ETF accounts for approximately 0.3% of Trevian Wealth Management LLC’s holdings, making the stock its 26th biggest position. Trevian Wealth Management LLC’s holdings in iShares Core S&P 500 ETF were worth $491,000 at the end of the most recent reporting period.

Several other hedge funds have also recently modified their holdings of the stock. Envestnet Asset Management Inc. lifted its holdings in shares of iShares Core S&P 500 ETF by 6.4% during the first quarter. Envestnet Asset Management Inc. now owns 35,694,204 shares of the company’s stock worth $20,056,573,000 after purchasing an additional 2,160,133 shares during the period. Northwestern Mutual Wealth Management Co. lifted its holdings in shares of iShares Core S&P 500 ETF by 2.5% during the first quarter. Northwestern Mutual Wealth Management Co. now owns 31,297,509 shares of the company’s stock worth $17,586,070,000 after purchasing an additional 768,618 shares during the period. New Vernon Capital Holdings II LLC raised its position in iShares Core S&P 500 ETF by 53,779.2% in the first quarter. New Vernon Capital Holdings II LLC now owns 24,775,295 shares of the company’s stock worth $13,921,238,000 after acquiring an additional 24,729,312 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in iShares Core S&P 500 ETF by 31.4% in the first quarter. JPMorgan Chase & Co. now owns 23,892,610 shares of the company’s stock valued at $13,425,259,000 after acquiring an additional 5,708,115 shares during the period. Finally, PNC Financial Services Group Inc. lifted its holdings in iShares Core S&P 500 ETF by 1.0% in the first quarter. PNC Financial Services Group Inc. now owns 15,270,271 shares of the company’s stock valued at $8,580,365,000 after acquiring an additional 146,638 shares during the period. 70.12% of the stock is owned by institutional investors and hedge funds.

iShares Core S&P 500 ETF Stock Performance

iShares Core S&P 500 ETF stock opened at $656.20 on Monday. iShares Core S&P 500 ETF has a one year low of $484.00 and a one year high of $677.20. The business has a fifty day moving average of $654.83 and a two-hundred day moving average of $610.76. The company has a market cap of $685.11 billion, a P/E 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.